What a configuration could hand over
A new enquiry can be sent to a selected channel with its specification and link. The team receives the alert in a workspace it already uses.
Team channel
A new enquiry could be posted to a chosen channel, summarising the product, dimensions and price. The channel is picked in the Workflows flow, not in the configurator’s code.
Adaptive Card
The post can take the form of an Adaptive Card with the specification in rows and a button that opens the 3D view. The card layout is agreed during implementation.
Workflows
The configurator would call the URL of the “When a Teams webhook request is received” trigger. The flow can then adjust the post, for example choosing a different channel by product.
Group chat
If enquiries are handled by a small group of people, the flow can publish the post in their group chat instead of a channel.
What we need to connect it
Your admin or a team member creates the flow with the webhook trigger in Workflows; we supply the card structure and test it.
The trigger lets you choose who may call it: anyone with the URL, users in your tenant, or specific users; the two narrower options require an authentication token, which we agree with your IT.
We recommend a separate test channel for trial configurations until the connection goes live.
Together we decide which configuration fields the card shows and which stay in the CRM only.
Worth deciding up front
- Microsoft switched off Office 365 Connectors in Teams in May 2026, so the connection would be built on Workflows rather than the old webhook URLs.
- Posts from Workflows show under the Workflows bot identity; a custom sender name or icon cannot be set for webhook posts.
- Every member of the channel can read the customer’s phone and email in the card, so consider whether they belong there or a link to the CRM is enough.
Questions about this connection
Will Teams show changes the customer makes after submitting?
The channel would receive the configuration as it stood at submission. If the customer later submits a revised version, it can arrive as a new post linking to the new configuration. Whether and how to tie it to the original is agreed during design.
Does it work in a private channel?
Microsoft states that Workflows webhooks support private channels through the Power Automate portal, and that picking them directly in the Workflows app is rolling out gradually. We would test your specific channel on your tenant before go-live.
Other integrations
Put Microsoft Teams to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.