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Haridha_P
Participant

Overview


Configuration of SAP SuccessFactors system to collaborate with Microsoft 365 applications.

As the admin of your organization's SAP SuccessFactors system, to well prepare for the integration, you also need permissions of these roles or help from your Microsoft 365 implementation partners who have these roles:

  • Microsoft 365 Global admin: required to grant Microsoft Graph API permissions to SAP SuccessFactors

  • Microsoft 365 Teams admin: required to install the SAP SuccessFactors app in Teams and set up the permission policy


Continuous Feedback features available in MS teams:


Request feedback


Employees can send a feedback request to others to ask for feedback on their performance at work.

Give feedback


Employees who receive a feedback request can provide their feedback and send it back to the requester.

Employees can engage with the features in both web and mobile applications.

Enabling Basic Integration with Microsoft 365


To enable the basic integration between SAP SuccessFactors and Microsoft 365, follow these steps:

  • Log in to your SAP SuccessFactors account & ensure that you have the necessary Role based permissions: Administrator Permissions >>Manage System Properties >> Work Tech Configuration

  • To enable Integration, navigate to Work Tech Configuration from the Admin Center, then in the Enablementsection, choose Enable Integration.

  • Save the changes: Once you have enabled integration, save the changes to apply the settings.


By following the above steps, you have successfully enabled integration with Microsoft Teams chat. This integration allows your employees to initiate Teams chats with each other directly from their quickcard or profile header.

Note:After enabling the integration, please be aware that it may take up to 20 minutes for the integration to take effect in the SAP SuccessFactors Mobile apps for iOS and Android.

Enabling Extended Integration with Microsoft 365:


To enable the extended range of integration between SAP SuccessFactors and Microsoft 365, including establishing service connection, follow these steps:

Navigate to Work Tech Configuration from the Admin center. set Azure AD Application Type and choose Connect.

  • In the displayed dialog, choose Connect.

  • Review the permissions requested by the SAP SuccessFactors app.


Currently, the app requests these permissions:



    • Send a teamwork activity to any user

    • Read all users' full profiles

    • Allow the app to manage itself for all users



  • To agree to the request and grant consent, choose Accept.


Finally, In the Enablement section of Work Tech Configuration, choose the option to enable integration.

By following the above steps, you have successfully enabled the extended integration with Microsoft 365. The Microsoft Graph APIs are now ready for service connection, allowing for enhanced integration and utilizing services powered by both SAP SuccessFactors and Microsoft 365.

Preparing the SAP SuccessFactors App



  • Go to Admin Center  Work Tech Configuration.

  • In the SAP SuccessFactors Teams App User Mapping section, set User Identifier in SAP SuccessFactors and User Identifier in Azure AD and choose Save.Note-The identifiers are used to uniquely match an employee between SAP SuccessFactors and Azure AD. Ensure the following for them to work properly:





    • Confirm that an employee is allocated a unique user identifier in SAP SuccessFactors and Azure AD, separately.

    • Set the two user identifiers to exactly the same value for an employee.

    • Consider user identifiers that are not likely to be changed often, for example, email addresses.



  • In the SAP SuccessFactors Teams App Package section, choose Download.


Publishing the SAP SuccessFactors App to Microsoft Teams



  • Log in to the Microsoft Teams admin center.

  • In the left navigation menu, choose Teams Apps  Manage apps.

  • In the All apps table, choose Upload new app.

  • Choose Upload.

  • Select the app package and choose Open.


Your employees can find the SAP SuccessFactors app in your organization's app store and install it. Refer Admin Process of Setting up SuccessFactors APP in Microsoft Teams (ondemand.com) for publishing Successfactors APP to MS Teams.

Starting Microsoft Teams Chat from SAP SuccessFactors



  • In the SAP SuccessFactors system, go to an employee's profile or choose the employee's name link.


 

  • In the employee's profile header or Quick card, choose Microsoft Teams Chat.


A chat window is opened in their Team desktop client for instant conversation. If they don't have a desktop client installed, the chat window is opened in their browser instead.

Using Continuous Feedback in the SAP SuccessFactors App


Employees should understand the procedure of requesting or giving feedback through the SAP SuccessFactors app in Microsoft Teams.

Prerequisites:




  • You have a Performance & Goals license.

  • The latest Continuous Performance Management is enabled.

  • The Continuous Feedback feature is enabled.

  • Extended integration between SAP SuccessFactors and Microsoft 365 is enabled.

  • Employees have the following permissions:

    • User Permissions  Continuous Performance User Permission  Give Continuous Feedback

    • User Permissions  Continuous Performance User Permission  Request feedback from others



  • Employees have the SAP SuccessFactors app installed in their Teams client.



To ensure easy access to SAP SuccessFactors in Teams, it's recommended that you pin the SAP SuccessFactors app to the app bar or as a message extension in the compose message area.






Procedure




  1. In the app bar or the compose message area of any chat, choose the app icon.

  2. Choose Request Feedback or Give Feedback as needed.

  3. Fill in mandatory fields and choose Send.




The SAP SuccessFactors app sends activity feed notifications or desktop notifications to employees when they receive feedback or feedback requests.


In both these scenarios, as well as after employees give feedback, the app sends adaptive cards to its bot chat so that employees can view more details or navigate to their SAP SuccessFactors system.





8 Comments
jennyhuynh
Explorer
Hi haridha.ponnusamy,

Thanks for great blog. I have a question. Do we need to sign in to SF in MS Teams bar every time we use Continuous feedback?

Regards,

Jenny.
Sumit035
Product and Topic Expert
Product and Topic Expert
0 Kudos
Hi Jenny,

There is no need for sign in to SF in MS team everytime to use Continous Feedback.The integration set up between Successfactor and MS Teams should be able to pull the data through APIs and provide smooth user experience.

Regards

Sumit

 

 
F_Koppert
Explorer
0 Kudos
Hey haridha.ponnusamy

Do you have any information on how MS Teams and this new functionality provide for data protection and data deletion?

Regards,
Fabian
Haridha_P
Participant
0 Kudos
Hi Fabian,

Data protection will be provided be encryption and other security standard measures. Therefore, the data would be safe between both the applications.

Hope this helps!!

Haridha
AC_LMS_RO
Explorer
0 Kudos
Hi Haridha!

Have you ever had issues with the visibility of the icon of successfactors which is below the chat bar?
As well with the view of give feedback and request feedback buttons?

Or have you heard of a case like this?

thank you!
Adina
AnastasGladenko
Explorer

Hi Team,

Can you let me know if it is possible to enable MS Teams cards/notification to certain modules of SF? E.g. I would like the system to trigger MS Teams card for CPM only but not for PM forms or 360. 

Thank you

Anastasia

CristinaGarcia1
Explorer

Hello team,

I read in the Work Tech Configuration page that SAP is planning to publish the SAP SF (Teams) app in the Microsoft Teams app store  starting 1H 2024. Which is great because is what we need to kick off the implementation. Do you know the exact date when the app will be officially published in the Microsoft Teams app store? I tried to find this information but I don't see it.

 MT.PNG

Thanks!

 

BR,

Cristina

diana-hierro
Newcomer
0 Kudos

Is it possible to have the Teams chat feature (and call) on the SF Mobile app? currently the app has a feature to call business phones, and we would like to integrate SF with Microsoft 365 to change the call to business phones, to Teams chat/calls. Is this possible? and if so, Is it possible to have some countries in the organization that can arrange calls to business phones, and some others who redirect the calls through Teams? Thanks! 

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