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Getting Started with DeskDirector
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Get started with the DeskDirector Power Automate Connector
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Integrations - Frequently Asked Questions
IT Glue
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 Portal)
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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Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
Introduction to Power Automate
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
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Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
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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
Contact DeskDirector Support
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Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
This article provides a brief overview of the Teams app for DeskDirector. With the Teams app, your agents and clients can both interact with DeskDirector in a familiar, more convenient way.
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 Portal)
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)
In this article, we cover the steps needed to configure the content security policy (CSP) in DeskDirector to allow you to use the Teams App.
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
Here, we cover how to set up Smart Alerts for DeskDirector. Smart Alerts is an AI-enabled feature that immediately notifies users when a new ticket is created or a message is added to an existing one.