Set up Store Operations Assist embedded in Microsoft Teams

You can empower your frontline workforce with digital tools and modern devices that offer the best experiences for collaboration and productivity. You can configure the Store Operations Assist to be embedded in Microsoft Teams.

Prerequisites 

1. You must be a Microsoft Power Platform admin or Microsoft Teams admin to configure Store Operations Assist embedded in Teams.

   • A Power Apps admin can set up the environment variables in the Power Apps portal.
   • A Teams admin can upload Store Operations Assist Teams to Microsoft Teams and configure the setup policy.

2. You must download Power Apps Mobile. You can also manage your mobile app with Microsoft Intune.

3. You must download Microsoft Teams.

   • Set up and configure Teams for your frontline workers.
   • Manage Teams on shared and personal devices
   • Use retail team templates to create Teams.

4. You must enable search settings. For more information, see Enable search settings.

Set up environment variables

Set up the mobile App ID environment variable

You need to set up the mobile App ID to enable store associates to navigate from Store Operation Assist Teams to Store Operations Assist Mobile.

1. Sign into Power Apps.

2. Navigate to Apps > Store Operations Assist Mobile > Details.

3. Copy the App ID and save it to be used in a later step.

   

4. Go back to Power Apps and select Solutions > Default Solution.

5. Select Environment variable and select Edit SOAMobileAppID.

6. Paste the copied App ID in the current value field for SOAMobileAppID.

   

Set up the URL environment variable

You need to set up the URL of the Store Operations Assist environment you want to access through Teams.

1. To get the App URL, go to Power Apps make portal. Navigate to Settings > Session details.

2. Copy the instance URL without the https://www portion and save it to be used in a later step.

   

3. Go back to Power Apps and select Solutions > Default Solution.

4. Select Environment variable and select Edit SOAMobileURL.

5. Paste the copied URL in the current value for SOAMobileURL environment variable.

   

Share Store Operations Assist embedded in Teams with your organization

To share Store Operations Assist Mobile embedded in Teams with your organization, you should have the appropriate security role assigned to the users/team.

For more information, see Share a canvas app with your organization - Power Apps.

Embed Store Operations Assist Teams to Microsoft Teams

For embedding Store Operations Assist Teams to Microsoft Teams, see Embed an app in Teams - Power Apps .

Use app setup policies

You must use app setup policies to pin and autoinstall the Store Operations Assist Mobile embedded in Teams for the associated users.

1. Sign in to Microsoft Teams admin center.

2. Pin the Store Operations Assist Teams app as first app on the App bar.

   

   Note

   Ensure that Store Operations Assist Teams is pinned as the first app on the Teams ribbon, so that you navigate back to Store Operations Assist Teams app and not to Teams Activity page when you select Back to Teams or Complete while completing tasks.

Assign setup policy to specific user

To assign the app setup policies to specific users, perform the following steps:

1. Sign in to Microsoft Teams admin center.

2. Select the setup policy and select Manage users > Assign users.

   

3. Search and select the users and select Apply.

   

For more information, see Use app setup policies to pin and autoinstall apps for users.

You have now completed the setup and the Store Operations Assist Teams app should be visible to users in Microsoft Teams.

Note

Sign out and sign-in to Teams if changes aren't reflected in few minutes.