Integrate Microsoft Teams with SpiceCSM Process Workflows

SpiceCSM works with Microsoft Team to bring event management into existing process workflows, or enable new connected workflows.  Quickly and easily designate processes and conditions that trigger meeting events in Microsoft Teams.

SpiceCSM brings the capability to create, read, update, or delete meeting for a more repeatable process that lets agents manage Teams Meetings from directly within the Unified User Interface.  Create a seamless transition from business processes to meetings using SpiceCSM integrated process workflows.

View Scheduled Meetings

List an agent's Meetings when interactions require seeing a schedule. Or create a persistent schedule view for agents. Whichever you chose, agents can manage their meetings directly from SpiceCSM.

Schedule meetings directly within the CRM. Define certain processes that create meetings, or enable agents to create ad-hoc meetings at the press of a button.  That information can even be automatically sent to the customer as part of the process.

Allow agents to delete meetings when it's appropriate to do so. Use SpiceCSM processes to create governing rules on when meetings can be deleted, or define next steps.

Meeting information can be logged in the CRM providing more data for analytics or to drive additional next-step workflows or automations.

Conclusions

The Microsoft Teams Integration allows for the ability to manage and empower Teams Meetings with robust and dynamic intelligent business processes. Create process workflows that help manage all aspects of scheduling and maintaining meetings.

About SpiceCSM

For more information on how SpiceCSM and Microsoft Teams work together reach out to our Customer Success team.