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Integrations - Frequently Asked Questions
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Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (Tech Mode)
Setting up Tags for Teams Discussions (Tech)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Microsoft Power Automate
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Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
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Introduction to Power Automate
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Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
Troubleshooting DeskDirector Connection Issues
Login & Authentication - Common Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
ConnectWise Audit Trail - Exporting API Logs
Microsoft Teams App - Common Issues
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Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Overview. Here is a 90 second overview of the DeskDirector for Microsoft Teams App (the DD teams app).. How does it work? The DD Teams app functions in two primary modes: Tech Mode and Client Mode. I…
Installing the Microsoft Teams App (Client Mode)
The DeskDirector Teams app can be made available to to Teams instances in Client Mode. With this, the Teams App will function similar to the Client Portal. It will serve as a place for end users to review, update, and manage their tickets.
Installing the Microsoft Teams App (Tech Mode)
Here we cover how to get set up with the Tech Mode version of the Microsoft Teams app. The Tech Mode version of the app provides a clean and simple way for your service agents to interact with their tickets directly in Teams.
Setting up Tags for Teams Discussions (Tech)
This article goes into how you can set up tags for your Teams ticket discussions. With this, you can have tags in DeskDirector that will automatically create a ticket discussion in Teams for your service agents to discuss and collaborate on a resolution.
Branding the DeskDirector Teams App
As with the Web and Desktop portals, you can easily brand your DeskDirector Teams App to provide a consistent experience for your users in all areas that they use DeskDirector. Here we cover how to get started with branding for your Teams app.
DeskDirector Teams App Notifications
App notifications are a powerful addition to the DeskDirector Teams App that allow you to stay up to date when actions occur on your tickets. You can make use of these notifications for both the Client and Tech mode's in the Teams app.
User Groups Integration with Microsoft Teams
User Groups can be cleanly integrated with the Microsoft Teams App for DeskDirector. Here, we cover how to set this up and go into some of the benefits this can provide.
Setting up Content Security Policy (CSP)
Content Security Policy for Teams App. As in Microsoft Teams, tab applications are hosted within iframe elements in Microsoft 365 app and Outlook web clients. DeskDirector makes use of Content Securi…
Advanced topic: Setting up Tech & Client Mode in the same tenancy
DeskDirector provides two different modes to our customers for the Teams app. This allows you techs to work as they normally would with an experience closer to the Tech Portal while others can have the ticket submission and review UI they're more familiar with.
Integrating Microsoft Teams with DeskDirector Tech Portal
In this article we go into detail on integrating Microsoft Teams with the DeskDirector Tech portal.
Smart Alerts for Tech Users
Smart Alerts. This feature is currently under preview. Smart Alerts is an AI-enabled feature that, based on rules defined by users using natural language, immediately notifies them on Microsoft Teams…