Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace

task brazil Updated Sep 10, 2026 2 min read collaborate-interaction-ms-teams-sow.md
Raw file servicenow.com

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.

Option

Description

Import a chat from any conversation

  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.

Import a chat from a conversation in which you are a member

  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.
**Parent Topic:**[Interaction Management in Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/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

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