Collaborate with stakeholders by using the sidebar

task brazil Updated Sep 10, 2026 1 min read opportunity-management-sidebars-teams.md

Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.

Before you begin

Role required: sales_agent or sales_manager

Before using the sidebar integration, you must first complete configuring the sidebar integration with your opportunity. To learn more, see Configuring Sidebar.

Procedure

Navigate to the List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.
From the Opportunity List window, select the opportunity you want to work with.
Select Discuss on the opportunity header.

On the form, fill in the fields.

Field	Description
Record number	Number of the opportunity record.
Subject	Description about the opportunity.
Add participants	Name of the other users that you want to add to the opportunity discussion.
Include a brief message for participants	Additional information that you want to add for your users.

Select Start discussion.

A Microsoft Teams chat is created for your collaboration.

What to do next

Make your collaboration more effective by sharing emojis, messages, and attachments.

Related topics

Configuring Opportunity Management

Opportunity Management

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---
title: Collaborate with stakeholders by using the sidebar
description: Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/opportunity-management-sidebars-teams.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Collaborate with stakeholders by using the sidebar

Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.

## Before you begin

Role required: sales\_agent or sales\_manager

Before using the sidebar integration, you must first complete configuring the sidebar integration with your opportunity. To learn more, see [Configuring Sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/conversational-interfaces/configure-sidebar.md).

## Procedure

1. Navigate to the **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.

2. From the **Opportunity List** window, select the opportunity you want to work with.

3. Select **Discuss** on the opportunity header.

4. On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|**Record number**|Number of the opportunity record.|
|**Subject**|Description about the opportunity.|
|**Add participants**|Name of the other users that you want to add to the opportunity discussion.|
|**Include a brief message for participants**|Additional information that you want to add for your users.|

5. Select **Start discussion**.

A Microsoft Teams chat is created for your collaboration.

## What to do next

Make your collaboration more effective by sharing emojis, messages, and attachments.

**Related topics**

[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/opportunity-management.md)