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Microsoft Teams Integration

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新しいMS Teamsとの統合により、特定のアイテムの更新、新しいアイテム、変更がMS Teamsのメッセージに即座に変換できるため、誰もが最新の情報を入手し、両方のプラットフォームで作業でき、同期した状態に保てます!  

 

ワークフローに追加する方法は?

ステップ1

統合を追加するには、統合を作成するボードに移動して、以下のように画面右上にある「統合」ボタンをクリックします。 
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Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "MS Teams": 

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ステップ2

Once you click on the MS Teams integration banner you will find the recipes the integration offers:

  • When date arrives, notify team in channel
  • When an item is created, notify team in channel 
  • When a Status changes to something, notify team in channel
  • When a column changes, notify team in channel
  • When an update is posted in this item, send it to team in channel
  • When any update is posted, send it to team in  channel

Select the integration you wish to create. 

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ステップ3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your MS Teams account : 

2.pngThen you will be asked to log in to your MS Teams account.

 

Note:  The MS teams integration can only be created using the office 365 Global Administrator's login credentials. The Global Administrator has to be a 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 you add the Admin but the Admin also needs to accept the invitation (The Admin receives an invitation from MS to their email inbox). 

 

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

 

どのように機能するのですか?

Once you've chosen one of the six 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. You can customize the message that will be sent to the MS teams team in channel. 

  

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

This can be helpful to stay on top of new tasks and items being added to a group so you can be instantly notified of new tasks that are added to a board and make sure the entire team is aligned!  First, begin by choosing 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! 

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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 pre-defined notification message if you wish to use it (and not custom your own notification message)

 

 

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

これは、プロジェクトやタスクの進捗状況を把握するのに大変便利です。チェックインしたり会議をスケジュールしたりすることなく、何かが行き詰まったり、完了したことを知る必要がある人に通知することができます。それが更新されると、チーム全体にも通知されます! 

First, choose the status that you want to keep track of:

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次に、変更の通知を受け取りたいステータスを選択します。変更を把握するためにどれでも選択することができます。 

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Once you have created the custom message, and chosen your desired channel in the team, you are all set! 

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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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これは、特にタスク量の多い人や依存関係のあるタスクを取り扱っているプロジェクトでは、チームが効率的かつ密接に連携するのに役立ちます。 

 

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 from your monday boards you'd like to receive. These notifications will be sent only to you through the monday 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. 

For more info about our Microsoft Team App check out this article

 

 

追加サポート

カスタム統合の作成にサポートを必要とされる場合は、monday.com 認定パートナーのネットワークを通じて有料サポートのオプションもご提供しています。ご興味をお持ちの方は、 こちらのフォーム に必要事項をご入力ください。追ってご連絡いたします! 

 

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!