Save Conversations to Outlook
We are moving from Lync/Skype to Microsoft Teams at work. One of the features Lync had was the ability to have conversations automatically saved to a folder in outlook.
This gave me the ability to have a record of a conversation that could be attached to emails as needed.
If Microsoft Teams has this functionality, I have not been able to find it. I can only see the ability to copy and paste a conversation, which is easily editable.
Does Microsoft Teams have this capability or are there plans to add it?
UPDATE: 19-Nov-2020 - just found the reference here to click Ellipsis - Save one Comment at a time: Save, or Send to Outlook. You are missing an opportunity and common expectation to leverage integration and offer a suite.
Missing this functionality has legal and commercial implications for our business. Please allow some way to snapshot one Teams Chat conversation at a time, so important decisions and details can be retained or archived, and Forwarded. I was told that Teams Chat saves all conversations/comments, whether By Contact or By Meeting, etc, forever. I don't believe this.
These seem to be saved By Contact and include everything in a conversation with the contact as a running log, for View in Teams only. I cannot even select a few comments at a time to copy/paste into email or another (Microsoft) app.I can select/copy one comment only Chats cannot be saved to be of any use.
I cannot find a way to Save at all. And if Admins only Save a number of days, etc, conversations are gone. If we cannot easily Find something, Chat will not be used.
(Perhaps you could enable export to Excel or Word, then search by contact or meeting, and filter by date range. But this doesn’t provide a good legal archive.)
Also should be able to Forward a Teams Chat conversation (at least by date range) as some content in that Contact's conversation may need to be excluded.
In Skype for Business, we simply execute a Save command and an excerpt is saved to Outlook as a Conversation.
I appreciate you guys but we have gone to Teams as our corporate standard, and we’ve lost functionality we depend on every day.
If I am missing something, and whining about nothing, please point me to info on this and you’ll have my gratitude and (Doh!) apologies.
Thank you very much.
Yes, please add this
Dave Cole commented
Another one requesting this functionality
YES, please bring this back. It is much easier to search in one location (Outlook) for a word or phrase that we've had on conversation or email.
The ellipsis option to Save a message or Share to Outlook is not efficient. You can only save one chat/sentence at a time. Pretty useless.
If that could be added soon, that will be good .
Justin Rapp commented
I'll add to others dis-pleasure in losing this feature. It is a feature my organization uses heavily and we now need to not only come up with a new means of storing important chat data, but also now look in two places. It is a step backwards, especially considering the more inter-connected functionality between Outlook and Teams.
So, looking at this again today, it's an extra (and annoying to have to do) step, but ...
To 'save' a Teams chat to Outlook, you can click the ellipsis and select 'Share to Outlook'. Then email it to yourself.
It works, but as noted, it's annoying because you have to remember to do it manually for every chat that you want to save.
STORE THEM AUTOMATICALLY! Grrr :-)
I'll echo everyone else. I rely heavily on stored conversations. When one has *years* of emails and conversations, it's crucial to be able to search them for specific content, quickly and easily.
Having the teams chats separate is ... decidedly sub-optimal.
Jesse Walter commented
Click the ellipsis icon to open up a sub-menu. Click Save this message to save this chat item. ... Once a chat entry is saved it will appear under your Saved list of items on your user profile section of Microsoft Teams.
Hope this is useful to you
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jon garrett commented
The reason to have this in Outlook is due to compliance reasons for our firm at least. For example if a person has a chat with HR for example they may wish to forward this to another manager to show their discussion. So yes it is an important feature.
Gopinath L N commented
+1 to the request. The conversations in teams should be available also in Outlook in conversations section. Why would MS create yet another storage DB for Teams chat messages?
Please make it easier for end users, make all MS apps reuse data - provide plugins or APIs to do this. And make it seamless.
Just another person adding their voice in support of this. I operate a ticketing system for our bespoke software systems, so we need to attach conversations from Teams to our tickets, just as we have previously done with Skype/Lync
In these days of COVID, face to face chats are discouraged, so being able to save chat is crucial especially if it information needed in the future. BRING BACK THE SAVED CHAT PLEASE!
Using Teams as an alternative to Skype is going backwards when considering Teams functionality weaknesses. If Chat feature in Teams is required over Skype, one must be able to easily save a Chat conversation in Outlook email folders.
I need the ability to share an entire Teams conversation (not just one comment within the thread). Currently you can share to Outlook but if the conversation is long it would take forever to share the entire conversation using the current 'share to outlook' option.
I agree. Put conversations into Outlook. And for good measure just put the MS Teams into Outlook - make it more integrated.
Please amend this option to save Teams conversation for future purposes.
Also, good luck finding anything from someone who left your organization in an old Teams chat ... try it
this is a function that is needed in order to retain a record of conversations, if teams can't accommodate this requirement I will keep using skype
Julian Knight commented
This or something like it is required in order to be able to export conversations in order to retain a formal record.