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Microsoft Teams integration

 

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

 

How to add it to your workflow

Note:  The MS Teams integration must be set up using the office 365 Global Administrator's login credentials. The Global Administrator has to be part of the teams you'd like to have in the integration and moreover the Administrator has to accept this invitation. Meaning it's not enough that you add the Admin but the Admin also needs to accept the invitation. (The Admin receives an invitation from MS in their email inbox.) This permission is only needed for the initial connection between monday.com and MS Teams. After this initial setup, anyone on your monday.com account can build the integration.

 

  • Step 1
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 Integrations Center, locate the Microsoft Teams integration and select it.
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  • Step 2

Once you click on the MS Teams integration banner you will find the recipes the integration offers. Simply select the integration recipe that you wish to create in order to proceed!

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  • Step 3

Once you click on one of the recipes 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.

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

 

How it works

Once you've chosen one of the recipes and authorized monday.com to integrate with MS Teams, you will arrive to 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, we only support MS Team Channels in the integration. MS Team Group Chats are not supported. 

 

  • Use case 1: When an item is created, notify team in channel

This recipe 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.

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

 

  • Use case 2: When a status changes to something, notify team in channel 

This integration recipe 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!

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This is the way the message will appear in MS Teams so you know it is coming from monday.com:

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This really helps teams work efficiently and closely together on projects, especially with many task owners and dependent tasks. 

 

Microsoft Teams app

In addition of the Microsoft Teams integration, you can also use the Microsoft Teams app. You may wonder, what's the difference between both? Keep reading to find out 👇

  • 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. 

 

  • Microsoft Teams integration

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

 

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. If you're interested, please fill out this form and someone will be in touch shortly! 

 

 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!

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