Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace
Initiate a chat or make conference calls using Microsoft Teams to communicate with stakeholders and resolve the issue.
Before you begin
Role required: itil or admin
Procedure
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Navigate to Workspaces > Service Operations Workspace.
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Select the List ([Omitted image "list-icon-new.png"] Alt text:) icon.
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Select Interactions > Open.
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Select the interaction record.
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Select the Collaborate icon ([Omitted image "collab-icon-02.png"] Alt text:) from the contextual side panel.
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Select Start Microsoft Teams chat.
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In the Start Microsoft Teams chat dialog box, specify the participants.
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To start a chat conversation, perform the following actions.
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In the Collaborate panel, select the plus sign (+), and select Start Microsoft Teams chat.
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In the Start Microsoft Teams chat dialog box, specify the participants.
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To specify more chat options, select Show more chat options and specify a client.
You can choose the Microsoft Teams application or the Microsoft Teams web application.
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Select Start Chat.
- A chat conversation is initiated in Microsoft Teams.
- All automatic chats are automatically imported to the Collaborate panel.
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To view a chat conversation, select the more options icon ([Omitted image "more-options-card.png"] Alt text:) on the chat and select View chat.
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To import a chat conversation, perform one of the following actions.
|
Option |
Description |
|---|---|
|
Import a chat from any conversation |
|
|
Import a chat from a conversation in which you are a member |
|
Related topics
Create an interaction in Service Operations Workspace
---
title: Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace
description: Initiate a chat or make conference calls using Microsoft Teams to communicate with stakeholders and resolve the issue.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/service-operations-workspace/collaborate-interaction-ms-teams-sow.html
release: australia
product: Service Operations Workspace
classification: service-operations-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Interaction Management in Service Operations Workspace, Operating IT services in your organization, Service Operations Workspace for ITSM, IT Service Management]
---
# Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace
Initiate a chat or make conference calls using Microsoft Teams to communicate with stakeholders and resolve the issue.
## Before you begin
Role required: itil or admin
## Procedure
1. Navigate to **Workspaces** > **Service Operations Workspace**.
2. Select the **List** \(\[Omitted image "list-icon-new.png"\] Alt text:\) icon.
3. Select **Interactions** > **Open**.
4. Select the interaction record.
5. Select the **Collaborate** icon \(\[Omitted image "collab-icon-02.png"\] Alt text:\) from the contextual side panel.
6. Select **Start Microsoft Teams chat**.
7. In the **Start Microsoft Teams chat** dialog box, specify the participants.
8. To start a chat conversation, perform the following actions.
1. In the **Collaborate** panel, select the plus sign \(+\), and select **Start Microsoft Teams chat**.
2. In the **Start Microsoft Teams chat** dialog box, specify the participants.
3. To specify more chat options, select **Show more chat options** and specify a client.
You can choose the Microsoft Teams application or the Microsoft Teams web application.
4. Select **Start Chat**.
- A chat conversation is initiated in Microsoft Teams.
- All automatic chats are automatically imported to the **Collaborate** panel.
9. To view a chat conversation, select the more options icon \(\[Omitted image "more-options-card.png"\] Alt text:\) on the chat and select **View chat**.
10. To import a chat conversation, perform one of the following actions.
<table id="choicetable_tnl_jfr_vsb"><thead><tr><th align="left" id="d102183e239">
Option
</th><th align="left" id="d102183e242">
Description
</th></tr></thead><tbody><tr><td id="d102183e248">
**Import a chat from any conversation**
</td><td>
1. Select the plus sign \(+\) and select **Import Microsoft Teams chat**.
2. Under the **Choose a conversation to view details** section, select a conversation that you want to import.
3. Select the chat and then select **Import**.
</td></tr><tr><td id="d102183e278">
**Import a chat from a conversation in which you are a member**
</td><td>
1. From the conversation that you are a member of, select the more options icon \(\[Omitted image "more-options-card.png"\] Alt text:\) and select **View chat**.
2. Select the filter chat messages icon \(\[Omitted image "filter-icon.png"\] Alt text:\) and select the type of messages you want to view.
3. Select the required messages and then select **Import**.
</td></tr></tbody>
</table>
**Parent Topic:**[Interaction Management in Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/service-operations-workspace/interaction-sow.md)
**Related topics**
[Create an interaction in Service Operations Workspace]()
[Work on an interaction in Service Operations Workspace]()
[Associate an interaction with a task record]()
| title | Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace |
| description | Initiate a chat or make conference calls using Microsoft Teams to communicate with stakeholders and resolve the issue. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-service-management/service-operations-workspace/collaborate-interaction-ms-teams-sow.html |
| release | australia |
| product | Service Operations Workspace |
| classification | service-operations-workspace |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Interaction Management in Service Operations WorkspaceOperating IT services in your organizationService Operations Workspace for ITSMIT Service Management |