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KINAMU MS Teams Notifications

KINAMU add-ons are now SugarCRM 25-Ready


The KINAMU Microsoft Teams Notifications for SugarCRM combine the power of automated workflows from SugarCRM with the robust communication platform of Microsoft Teams. With this add-on, you can easily set up automated notifications via Sugar BPM to inform users directly via Microsoft Teams about specific changes or updates in SugarCRM.


Main advantages of the Microsoft Teams Notifications Add-On

  • Automated notifications: Generate notifications directly from SugarCRM and send them via Microsoft Teams. Reduce manual tasks and optimize your workflows.
  • Seamless integration: Sugar BPM automatically sends relevant updates and messages without requiring additional tools or processes. This simplifies decision-making and increases workflow efficiency, as users can respond without media disruption.
  • Flexible and customizable: Configure notifications to trigger only on specific changes or events for precise and relevant communication.
  • Improved team collaboration: By informing teams immediately about important CRM actions, collaboration becomes more efficient and response times are shortened.
  • Reduced communication effort: The message flow partially replaces email communication and takes place via a clearly structured, separate channel.
  • Increased productivity: With automated, targeted communication, your team can focus on the essentials, and the need for manual updates or follow-ups is reduced.

Who is the Microsoft Teams Notifications Add-On suitable for?

This add-on is ideal for companies that already use SugarCRM and Microsoft Teams and want to automate their workflows through powerful integration. It is especially suitable for sales teams that require seamless information flow and clear, real-time notifications.

General features

  • Automated messages: Trigger notifications based on specific actions or updates in SugarCRM to ensure relevant team members are informed in real time.
  • Customizable workflows: Determine which actions in SugarCRM trigger notifications – e.g., creating new records, updating fields, or completing tasks. Customize notifications to your team’s needs.
  • Seamless integration with Teams: By linking users’ Microsoft accounts, notifications can be automatically sent to their Teams chats – without additional tools or configuration.
  • Interactive process control: With approval options in Adaptive Cards, process outcomes can be specifically controlled.

Use cases

Sending a simple notification

Example: When a customer request requires management approval, a notification is automatically sent to the responsible manager.

Example process:
  • A team member enters a customer request in SugarCRM, triggering a Sugar BPM process.
  • If approval is required, the system automatically sends a notification message to the manager’s Microsoft Teams chat.
  • The manager receives a message such as: “Approval required: New customer request submitted. Please check and approve in SugarCRM.”

This immediate notification ensures that critical approvals are made promptly and workflows are not delayed.

Sending an interactive card

Example: When an opportunity reaches a critical stage, an interactive Teams card is sent to the account manager for further handling.

Example process:
  1. An opportunity in SugarCRM reaches the “Negotiation” stage, triggering a Sugar BPM workflow.
  2. The system sends an interactive card with opportunity details to the account manager’s Microsoft Teams chat.
  3. The card includes:
  • Opportunity name and customer information
  • Current value and potential closing date
  • Action buttons such as “Update opportunity” or “Mark as closed”

With this interactive card, the account manager can act directly in Microsoft Teams, speed up the process, and ensure critical stages receive immediate attention.

Key modules of the Microsoft Teams Notifications Addon

Message template editor

The add-on also offers the ability to validate and preview created templates in the Active Card format.

KINAMU MS Teams Notifications für SugarCRM


Sugar BPM processes extended with Teams notification actions

The custom notification actions provided by the add-on can be integrated into the business process editor interface.

KINAMU MS Teams Notifications für SugarCRM


Teams chat overview

You can view key data of Teams chats created by the add-on and their recipients.

KINAMU MS Teams Notifications für SugarCRM


Teams approval data overview

You can review the data – including responses – of Teams approval messages created by the add-on.

KINAMU MS Teams Notifications für SugarCRM


Experience improved communication, faster response times, and higher productivity with the KINAMU Microsoft Teams Notifications for SugarCRM!