I have a task to integrate Xpertdoc with Microsoft flows for sending emails. I know we can use smart flows for this purpose which we have integrated with our Dynamics CRM but we need to send out emails for customers other than CRM.
I'm on the Smart Flows development team so my answer is from that perspective.
You can probably solve this with Smart Flows, but we'll need to know how and where these contacts are stored. I suggest you send us a mail (we're still using info#xperido.com) so we can talk about this more in detail.
Related
I've been given the requirement of having a UI action in ServiceNow that can schedule and create meetings within the Microsoft Teams Platform.
Has anyone been able to achieve this or have a good understanding of how much dev work would be involved?
I'm assuming it would be an API call from ServiceNow to Microsoft Teams but I'm not sure where to start.
Thanks.
Teams uses outlook and exchange calendars/meetings. So you should create a meeting for outlook, documented here:
https://learn.microsoft.com/en-us/previous-versions/office/office-365-api/api/version-2.0/calendar-rest-operations
I am developing a customer service chatbot, using Azure's Bot Framework in .NET, using the the Messenger channel. I wanted to know if anyone knows what the best way to handle the handoff to a human on Zendesk (which my platform already uses as its CRM platform). I'm not looking for when to do the handoff, but how to manage what happens next.
What I would love to be able to do would be that so when handoff is needed, a ticket on Zendesk would be created, sending for example a file (the transcript of the conversation so far). Then the agent would be able to solve the customer's problem in that ticket, having a conversation with him, having the bot sending messages back and forth between zendesk and messenger.
I don't know if this has been done before, or if it's at all possible. And I'm free to other solutions to the problem of handling this kind of handoff, without having to create a separate "chat" for the customer service agents to use, like it's explained on the azure documentation.
Thank you for your patience while I researched this. I found this resource that I believe will meet your needs. This functionality is built off of the Bot Framework utilizing .NET (it's also available for Nodejs). There are two available methods to connect a client to an agent.
The first (which should apply to you) aggregates different channels into one allowing an agent to pickup in the same channel where the bot handed off. The second opens a new channel when an agent joins the conversation.
Intermediator Bot
I was able to spin up a bot using this and confirmed the bot was listening for outside traffic.
Hope this helps.
Steve.
One thing that I'm about to try is this:
Bot conversation ends.
Bot service calls an Azure Function, passing the conversation content.
The Azure Function integrates with Trello API, creating an entry on a Kanban board.
So, instead of Trello as I want to do, you can make a call to the Zendesk API.
I'm writing a few articles about developing Azure bots. The next two actually are dealing with these very things. You can find out more here. sign up if you'd like to get notified over the next week or so when the new tutorials are online.
Hope that helps!
Tim
I have a desktop app to which I want to integrate Microsoft Teams.
Does Teams provides an API for the integration.I read few articles but they all explained how to create apps in Teams and use of Microsoft Graph API to get information about Teams/channel etc.
Could someone help me with this, if they had any solution.
few of my finding on the internet:
https://blog.thoughtstuff.co.uk/2017/04/microsoft-actively-working-on-a-teams-api/
https://developer.microsoft.com/en-us/graph/graph-explorer#
https://microsoftteams.uservoice.com/forums/555103-public/suggestions/16972258-developer-api-to-read-create-teams-and-channels-in?page=2&per_page=20
There are two distinct ways of accomplishing this:
Using the Microsoft Graph API to create/read/write information. Currently the only thing we support is the ability to add a team to an existing Office 365 Group, the ability to create and read channels within a Team, and to post a message to a team/channel. We are adding more APIs, including the ability to read messages from a channel, but it's not available yet (and we don't have a public ETA). The ability to read and write channel messages from a channel should allow you do what you want.
Controls that you can embed in an application that read/write the data for you. That's a common developer request and we will deliver that eventually, but it's further out.
I have implemented an application which accesses calendars in an Office 356 E3 tenant. I've used the client_credentials flow and obtained Admin Consent. So far everything seems to work as expected.
Now I have a customer how wants to use my application with an Exchange 2016 on-premise setup. Is there a way to use the same application in this setup as well? Or do I have to implement a new application using EWS?
The graph API is not available on on-prem Exchange, so yes, you have to replace the graph API code with EWS code.
Depending on your use case, it is probably possible to abstract it such that your application can use either one or the other.
We had a similar issue.
You can change from Office365 Api to the MsGraph Api which supports many of the same features as the Office365 Api does. Your on premise customer needs to put his Exchange servers into hybrit mode for this. MS explained the necessary steps here.
The only problem we had is that you cant subscribe onto on premise calendars.
Here is the MsGraph Api doc
https://learn.microsoft.com/en-us/graph/api/overview?view=graph-rest-1.0
You can also consider switching from Office365 to MsGraph entirely as this should also work for you Office365 customers. As I understand it MS is gonna expand the MsGraph Api in the future giving us a single point of contact for interaction with the Office suite and authentication.
#Marc LaFleur pls correct me if I'm wrong on this
I'm using Basecamp as a trial and Highrise as a trial and both offer the ability to cc emails from clients into the system. I'm a web developer and usually my team is myself and one or two IC's, plus the client(s). All of my email is very highly organized into client specific folders --- so at this point I'm trying to figure out what the advantage would be to have many of these email conversations (Between me and the client/between me and the ICs) online? Whether it's a prospect in Highrise, or an ongoing project in Basecamp, what's the advantage of having the email in two places -- HR/BR and filed in my email folders?
Thank you for any insight!
At OpenCRM we encourage the forwarding of all mail in and outbound to be polled by the CRM. Essentially this allows quick access to the complete history from the lead, contact, company, or other associated record such as a sales order, or helpdesk ticket, related to the originator or recipient of the message.
It's a good idea to work with CRM Software that allows this level of integration, affording you to pick up and respond to messages while you're actively working on that particular record in your data. We feel this saves time and duplication of effort.