4 min read

Feature

With our Microsoft Teams Integration, you are able to instantly turn updates, new items, and changes from a specific item into messages in Microsoft Teams. With this integration, everyone will have the most up-to-date information and be able to work from both platforms while staying synchronized!  

How to add it to your workflow

Before getting started

To begin using the Microsoft Teams Integration, the Office 365 Global Administrator must connect their account using their credentials. We recommend that the Global Administrator initiates the process to add a recipe to one of their boards using their administrative credentials. This is only needed for the initial connection between monday.com and Microsoft Teams. From that point, all users on the account will be able to connect the integration to any board that they can access. 

Setting up the integration

To add an Integration, go to the board you want to create the integration on and click on the Integrate button, located on the upper right of your screen as below. Once in the Automations center, search for the Microsoft Teams or click on the banner as seen below:

Once you click on the Microsoft Teams Integration banner you will find the templates the integration offers. Choose the integration template that you want to use.

Once you click on one of the templates you will be asked to connect your monday.com account with your MS Teams account. Click on the Connect button as shown in the image below, and follow the steps on the screen to log into your account.

You have successfully connected your account to MS Teams. Now you can get busy building templates to communicate efficiently with your team!

How it works

Once you've chosen one of the templates and authorized monday.com to integrate with MS Teams, you will arrive at the integration window. This is where you will be able to set up your integration and customize the message that will be sent to the MS teams team in channel. 

Note: Currently, monday.com only supports MS Team Channels in the integration. MS Team Group Chats are not supported. 

Template use cases

When an item is created, notify team in channel

This template can be helpful to stay on top of new tasks and items being added to a board so you can be instantly notified of new tasks and make sure the entire team is aligned!

You can start by clicking on the notify field to customize the message you want to appear in MS Teams. You can customize and include the user name who created it, the board name, and the item name as well as your custom message about it! Once done, choose any channel in any team from your MS Teams account you want to be notified of this message.

Note:  We have created a pre-defined notification message if you wish to use it instead of customizing your own notification message.

When a status changes to something, notify team in channel 

This integration template is helpful to stay up to date on the progress of the status of your projects and tasks. You can notify those who need to know when something is stuck or done without having to check-in or schedule meetings. Sit back and know that once it has been updated, your entire team will be notified! 

All you have to do is choose the status that you want to keep track of, select the status label of choice, customize the notification, and choose the team and channel that will receive the notification!

Permission scopes

Why are we asking for permission to access your information?

Permission scopes are a way to define and control what an application can access or do on behalf of a user when integrating with another service. They specify the types of data and actions the integration is allowed to access or perform.

When you connect two services, one service might need access to certain information from the other to function properly. Permission scopes ensure that the integration only has access to the specific data it needs to perform its tasks, such as reading calendar events or creating tasks, without accessing unrelated data. This helps protect your privacy by limiting the integration's access to only what is necessary for its intended functionality.

Specific to the Microsoft Teams Integration

The following are the permission scopes for the Microsoft Teams Integration:

• User.read
  • This permission is needed to access the user's profile to retrieve the display name for the connection using .get(/me) endpoint. This allows monday.com to see the user's basic information when setting up the integration.
• GroupMember.Read.All
  • This allows monday.com to list groups, read basic group properties, and read the membership of all groups to which the signed-in user has access.
• Team.ReadBasic.All
  • This permission gives monday.com a list of all the teams that the user has access to. This allows the user to then choose the team to which the messages will be sent.
• Channel.ReadBasic.All
  • This permission gives monday.com a list of all the channels that the user has access to. This allows the user to choose the channel where messages will be sent.
• ChannelMessage.Send
  • This gives monday.com permission to send messages to channels based on the configuration of the integration.
• offline_access
  • This permission enables the app to maintain access over a long period without requiring the user to frequently reconnect.

Troubleshooting

Disabled integration

If you've noticed that one of your Microsoft Teams Integration recipes has been disabled with an error message, it is because you do not have the relevant permissions in place within MS Teams.

Authentication error

Authentication via the chat bot is not available on the app version of Microsoft Teams. Once you have logged in via your browser, you can then use the chat bot freely within the app.

Microsoft Teams app

In addition of the Microsoft Teams Integration, you can also use the Microsoft Teams app. What's the difference between the two?

• Microsoft Teams Integration

The Microsoft Teams Integration, discussed in this article, allows you to trigger specific actions when a condition is met. Unlike the Microsoft Teams App, with the Microsoft Teams Integration any notification from a trigger will be sent to the whole channel. 

• Microsoft Team app

The Microsoft Teams app allows you to add any monday.com boards directly into your Microsoft Teams channels. With this app, you will also be able to customize which notifications you'd like to receive from your monday.com boards. These notifications will be sent only to you through the monday.com chatbot. 

Note: Authentication via the chat bot is not available on the app version of Microsoft Teams. Once you have logged in via your browser, you can then use the chat bot freely within the app. 

Additional assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.