Adaptive Cards for Microsoft Teams
Adaptive Cards are a great way of collecting and presenting data, across a wide range of platforms.
Cards blend into the environment you choose as the host so users can complete various tasks without leaving the original interface. This saves time and reduces efforts for cross-platform collaboration. In this post we've shared an example by demonstrating how an adaptive card enables a non-Dynamics to create a Lead record from Microsoft Teams.
Why Use Adaptive Cards
- Flexible – with the level of customisation available, these can truly be “adapted” to meet specific needs of the organisation
- Simple – these are easy to configure using the Adaptive Card Designer, pick a template or start from scratch, either way no coding is required
- Collaborative – use them on any device, across a range of platforms and frameworks
What Are Adaptive Cards
Adaptive cards are a method of displaying and sharing blocks of information across different platforms. Whilst cards are created in JSON format, they will transform into the native UI of the host you choose for them to appear in – earning them the name of “Adaptive Cards”. This means that they are able to be used across a various number of major platforms and frameworks, including Microsoft Bots Framework, Outlook Mail and Windows Timeline.
For this blog, we will be focusing on how users can get real value from integrating Adaptive Cards with Microsoft Teams. Simply use Microsoft’s “Adaptive Card Designer” tool to format the cards without having to code. Cards can display graphics, show dynamic information or even collect feedback. Then use Power Automate to create flows starting with MS Teams.
Connecting Microsoft Teams and Dynamics 365
The benefit of everything resting on the Power Platform, is the increased ability for cross-platform collaboration. Even if some employees don’t have a Dynamics 365 license, they are able to complete actions such as creating a record for entities like leads and contacts. As long as the user who created the flow in Power Automate has a Dynamics 365 license, anyone in the organisation who has a Power Automate license can trigger the flow to create these entries in Dynamics.
Demonstrating Adaptive Cards for Microsoft Teams
As demonstrated in the video above, using an automated flow, an individual who isn't a member of a Sales team is able to create a lead in Dynamics 365 within the Microsoft Teams interface. By completing the information required on the Adaptive Card, not only was a lead created in Dynamics but another Adaptive Card was created and sent into a “New Leads” Teams channel to alert the Sales team.
Breaking this process down really shows how much these Adaptive Cards can be customised. The initial card that captures information such as name, contact details and product of interest, can be changed to appropriately create records for other types of entities. For example, make the required fields: name, account name and a text field for a customer service issue, to create new case records in Dynamics.
As previously mentioned, Adaptive Cards can be a part of automated flows that completes various activities without entering Dynamics. They can create records for a range of different entities, such as opportunities, contacts and cases. However, they can also gather the relevant information for other tasks like scheduling a meeting associated to an account record.
In our video, we also demonstrated how a card would be sent to a MS Teams channel displaying information on the new lead that had been created. The information that is displayed can be customised; users can decide which fields of the record should appear on the card. This can also feature a link to the record, or any attachments that may be required. Users can also change where these Adaptive Cards are sent to, whether this is a specific Teams channel, multiple channels, or even individual members.
Other Ways To Use Adaptive Cards In Microsoft Teams
There are many other examples of using Adaptive Cards in Microsoft Teams, that doesn’t involve Dynamics 365. These may include receiving Adaptive Cards into Teams as social media alerts, for example receive cards whenever the company is mentioned in a post. Then choose whether these cards go to specific team members, a Marketing Teams channel or even just a company-wide channel.
Expand the usage of the cards in MS Teams, by using them to collect information from employees. Whether this a poll on opinions or even personal unique preferences such as hobbies and eating preferences. Using Power Automate, the information can be uploaded to SharePoint, to put all the data into one place.
Interested in finding out more?
Contact us today to discuss how using Adaptive Cards can make your processes smoother.
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