Microsoft Teams Integration

Table of Contents

Introduction

Simpplr has an out-of-the-box integration with Microsoft Teams that exists at the site level, meaning content and feed posts from Simpplr sites can be posted directly to Teams channels. Posts in site feeds show up in the linked Teams channel. While team members don't typically live on their intranet, some do spend a lot of time in Teams and leave it open throughout the work day. So posting in Teams is another way to reach your audience where they are and bring them back into the intranet to read long-form content.

Connect your org's MS Teams account to Simpplr

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To get started, your App manager must first enable the integration at the application level. Note, the first user to connect must be your org's Microsoft admin user.

  1. Go to Manage > Application > Integrations > Messaging.
  2. Click Connect account under Microsoft Teams.
  3. Accept the permissions Microsoft is asking to finish connecting the account.MS_teams_app_connect_1.gif
  4. If you want Simpplr alerts in MS Teams, select the Alerts checkbox.
  5. Select which teams will install the Simpplr for Teams app. Unfurling Simpplr content within Teams requires the app. It’s recommended that you select all teams.MS_teams_install_app.gif

All Simpplr content will unfurl for all users in the channel without any secondary connection to Simpplr. However, Private and Unlisted site content will show a message stating that a preview is unavailable.

Simpplr content unfurled in Teams

Connect integration at the user level

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Note:

The first person to connect at the user level must be the Microsoft Admin user for your org.

To connect at the profile level:

  1. Go to your user menu, then Profile & settings. Click Edit profile & settings.
    MS_Teams_user_connect_1.gif
  2. Click the External apps tab and choose Connect account in the Microsoft Teams label. Follow the requested prompts from Simpplr to connect.
    image__16_.png
  3. The Admin user will need to accept the permissions Microsoft is requesting from Simpplr, as shown below.
    ms_teams_permissions_1.png
  4. The End user will need to accept the permissions Microsoft is requesting, as shown below.
    ms_teams_permissions_2.png

Link MS Teams to a site

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For a site to post MS Teams content, it must first be linked to a Team. To do so:

  1. Go to Manage site > External apps.
  2. Enable Microsoft Teams, select which site activity you want posted in Teams.
  3. In the Team dropdown, select a Team to link to the site. 

In the Channel dropdown, select a channel to link to the site.

Promoting content to Teams

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Once enabled at the App management level, all Content managers will begin to see the option to post to Teams when publishing content. If the Content manager has also connected their account, they will be able to select the Team and the channel to post the content to. If they haven't connected their Teams account, this option will be disabled and they'll be prompted to connect their account.


Promote_MS_Teams_1.png

In addition to newly published content being promoted, all existing content will be able to be promoted by content managers at any time.


Promote_MS_Teams_2.png

 

Sharing content to Teams


Promote_MS_Teams_3.png

All users that have connected their Teams account will be able to click the share icon and select to share the content to a specified Team and channel.  

Note:

Feed posts from a site will automatically display on the Teams channel once connected to that site. See the image below for an example of feed posts being shared to the site. 


MS_Teams_feed_post_share_.gif

Teams channel display


promote_MS_Teams_4.png

Once posted to a Teams channel, the post will be made on behalf of the user. It will show the user's icon and Teams name just as if they had pasted the link themselves.

Click to chat


Promote_MS_Teams_5.png

When a user has connected their account, their MS Teams user name will appear on their profile and all search results. This is a clickable link that will open MS Teams and enter a chat with the given user.

Note, if you've never chatted before with the user you selected, Teams will open at the Recent conversation menu, not that user's chat menu. This is a known issue currently being addressed for an upcoming release. 


Promote_MS_Teams_6.png

Send alerts to MS Teams

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Alerts can be configured to be sent to select MS Teams channels. To do so:

  1. Go to user menu > Alerts. Click Add alert.
  2. Configure the alert. 
  3. Under External distribution, select Microsoft Teams
  4. Choose whether to directly notify recipients in Teams, or post the alert in the Teams channel. If both are selected, MS Teams users will receive two alerts.

Select the Team and channel for the alert. Click Display alert.

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Comments

8 comments
  • the images are not displaying, could you kindly fix, thank you

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  • Hi, Matthew! The six screenshots in the last four sections (beginning with "Promoting content to Teams") are showing up as broken images.

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  • Hello Nashe and Betsy. Apologies for that! The images should be fixed now. Please refresh and make sure you can see them.

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  • I can see them now. Thanks, Matthew!

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  • I'm a System Admin on Simpplr: I have followed all the directions and added the webhook to each site. When I login as a different user it automatically connects to my MS teams account! What am I doing wrong?

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  • Hi Brittany. I'd love to help here, but I think a video or screen capture explaining your issue may be more useful for us. If you haven't already, could you please submit a Support ticket informing the team of the problem? That would give us a better idea of where to start with troubleshooting.

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  • Hi Matthew,
    Just wanted to confirm...

    Is this what the "shared" intranet page looks like in the Microsoft Teams channel?

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  • Hey Aileen. Yes, that is what the shared page looks like. For now it's only a link to the intranet page. There is a product enhancement request to get a rich preview of the page. 

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