#CREATE A TEAM IN MICROSOFT TEAMS HOW TO#
#CREATE A TEAM IN MICROSOFT TEAMS UPDATE#

In turn, we’ll retrieve the System User record associated with the Bookable Resource record on the Project Team so that the System User’s ID can be used.

Now, the next step is to retrieve the Bookable Resource‘s Record.

#CREATE A TEAM IN MICROSOFT TEAMS HOW TO#

I’ll get the Project record since I need the MS Teams ID which is a custom field we created to store the MS Team’s ID on the Project.Īgain, you can do this easily if you know how to get related records.

Hence, the trigger on Create of a Project Team Member.

This second will fire off on creation of a Project Team Member.

This will be on trigger of a creation of a project Team Member. Let’s work on the other scenario with other Flow.

And for the User’s AAD ID step, set the System User’s (fetched in #5)Īdd Members to the Project Team in Power Automate.

In Add a custom item, you can add the Team ID of the MS Team you just created for the Project in step #3 above.

Since you don’t get the Dynamic Values right away in this Action, click on Add a custom item.

Here’s how the Add a team member looks like.

Look for add a member to the team and you’ll find Microsoft Teams’ action which you can use.

Next, you need to add Members to the Team.

Now, fetch the Project Manager’s User record in CDS (PSA, basically) so that the User’s ID can be used to make the Owner of the Team you are creating.

#CREATE A TEAM IN MICROSOFT TEAMS UPDATE#

Once a Team is created, I’ve created a field on Project record to hold the MS Teams’ ID for other references.Īdd a step to update the Project back with the created MS Teams’ ID like thisĪnd in that, I’ll update the Created Team’s ID.

You can make the team Private which is ideal to keep users’ Teams cleaner and also keeps Project discussions isolated if that’s the need.

Assign the Name of the Project and Description of the Project for easy understanding.

Now, search for create a team in the next step to find a Microsoft Teams connector’s Action to create a Team in Microsoft Teams.

Flow to trigger off of a creation of a Project.

Let’s look at the first scenario where you can create a Team in Microsoft Teams once create a Project in PSA.

Other, will add Member to the Project’s MS Team upon addition of the Team Member in Project in PSA/Project Operations.

One that will create a Team in Microsoft Teams upon Project Creation and.I’ll be creating 2 Flows for this purpose – And further, you can enhance the implementation yourselves based on whether a Project becomes Inactive, or someone is to be removed from the Project Team. Let’s look at a Simple example of how you can do this.

Create a team in microsoft teams