Using the TeamDynamix app for MS Teams

Summary

Instructions on how to setup TDX Teams app integration and how to use it.

Body

Adding TeamDynamix app to Teams

  1. Open the Teams app and select the Three Dots on the left side of the window to "View More Apps"
  2. Type "TDX" in the search bar and click "Add" next to the TDX app

     
  3. Once added, you will receive a chat from the TDX app prompting you to sign in with your TDX account

     
  4. After sign in, the app will be fully integrated into Teams and ready for use

Using The TDX App in Teams Chat​​​​​​

  1. To use the features of the TDX app in chat, click the "+" in the compose window and use the app search bar that appears to search for TDX
  2. Once the TDX app is selected, you'll be able to search Tickets, Articles, Projects and more from TeamDynamix
  3. Enter the ID or Title of what you would like to share and select it from the app screen to add it to your chat

         (Note: Only tickets with a status of New, Open, In Progress, On Hold, or Waiting will be available to share with the TDX App)

Additional Information

          View TeamDynamix Article on this feature for more details: Article - Using TeamDynamix with Microsoft Teams

Details

Details

Article ID: 11049
Created
Fri 11/1/24 12:24 PM
Modified
Mon 11/4/24 2:00 PM