How to use Teams in Autotask

did you know there's a much better way to communicate with your staff and customers via autotask you can now use deep links with microsoft teams to communicate directly from a ticket if you are new here hi my name is chris tim i'm an independent consultant specializing in helping msps to get the best data of all the tasks if you'd like to see more of these kinds of videos i have a very special favor to ask please like and subscribe as it really helps me to grow the audience and continue to make these kinds of videos in this short video i will explain how you can use deep link integration in autotask so that you can easily send ticket numbers and information to your clients and contacts so let's take a look at how this works so what you can see from here i have the auto task ticket screen open i have a ticket open for my customer and against the customer i have this contact information now you will see that there's these three ellipses when i click on that i can send a message in ms teams or i can schedule a meeting in ms teams so let's go and take a look at how this works if i say send a message in ms teams this is going to give me the ability to go in here and send a message to my customer so one of the things you'll notice is it automatically sends it to the customer from the email address in the contact so what i can do here now is i can use one of these to actually send the ticket number to the customer so this one is going to copy the url and this little one is going to copy just the ticket number itself so let's copy the url and let's send that over to my customer so i'm simply going to paste that in i'm going to send that over to the customer okay so what i can also do now is i can go ahead and i can schedule a meeting in ms teams so let's click on this and what we will see in here is we can now go ahead again and automatically schedule a meeting to the customer and again you can see it automatically picks up the customer's details in there so here is where i would now go ahead and schedule that meeting so let's go and take a look at how this works directly from within site autotask if you click on the admin module and then click on system settings and under the site setup you should see two options the messages deep link and the schedule meetings deep link and if you come over to here you can see that you can do this from contacts and resources and you can also do this for just contacts if you wanted to as well and it really is as simple as that so thank you for watching and i look forward to seeing you on the next video