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Microsoft Teams 連携
1
Microsoft Teams との連携⽅法をご紹介し
ます。
通知をTeamsで受け取れるようになります。
出来上がりイメージ
2
まず⻭⾞ボタンを開きます。
ここをクリック
3
続いてプロフィールページを開きます。
クリック
4
外部システム連携
→Webhooks(通知)の管理をクリックします
5
ここをクリック
新規作成をクリックします
6
ここをクリック
このような画⾯が表⽰されます。
7
名称に、「user名-firmee」と⼊れてください。
user名は事務所内で重複しないようにしてく
ださい。
8
続いてURLを⼊⼒します。
URLはTeamsから取得します。
連携を希望するTeamsを開いてください。
9
testさんのTeamsにログインすると
このようなページが表⽰されます。
10
新たにチャネルを作ります。
11
ここをクリック
してから・・
ここをクリック
チャネル名を先ほどの名称にします。
User名-firmee
他のメンバーのアク
セスを制限したいと
きには、変更してく
ださい。
追加をクリック
チャネルが作成されたことを確認します
13
「コネクタ」をクリックします
コネクタをクリック
14
展開ボタンをクリック
して、、
「Incoming Webhook」の「構成」をク
リックします
15
クリック
「名前」に「user名-firmee」を⼊⼒します
User名-
firmeeを
⼊⼒
16
他の通知と区別できるようfirmeeのロゴ
をアップロードしましょう(任意)
クリック
17
firmee ロゴ
URL
https://photos.goo
gle.com/u/3/searc
h/_tra_/photo/AF1
QipNxmAw3NcbUy
Mz7FV60tYZzd8NA
7JwwDAZtciwm
作成ボタンをクリックします
クリック
18
新たにURLが表⽰されるので、これをコ
ピーします。
このボタンをクリックすると、
⼀括でURLをコピーできます
19
firmeeに戻り、URLを貼り付けます。
20
「登録する」ボタンを押して完成です。
21
「作成完了」ボタンが表⽰されたら成功
です
22
メモの通知をテストしてみましょう
いずれかの事件詳細ページを開きます
23
新規ボタンから、メモを選択します
24
メモを作成します
25
※メール通知を選択しなくとも
Teamsには通知されます
依頼者「Test San」の「テスト」という事件
で、件名「電話メモ」、本⽂「依頼者から電
話がありました。折り返しを希望とのことで
す」とのメモが作成されました
26
Teamsを確認します。test-firmeeというチャ
ネルに、投稿したメモが通知されました。
27
※タイトルをクリックすると、
firmeeのメモ画⾯に遷移します
※Teamsの仕様上、以下の機能は対応不可です。
・Teamsの通知に返信をしてもfirmee上には反
映されません。
・firmeeでファイル添付をしてもTeamsには
ファイル添付されません。
28
ご不明な点があればお気軽にお問い合わ
せください。
29

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【firmee使い方ガイド】Teams 連携