Table of Contents
- Ensure Simpplr app is enabled in Microsoft Admin settings
- Connect MS Teams account to Simpplr
- Connect integration at the user level
- Link MS Teams to a site
- Promoting content to Teams
- Send alerts to Teams
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.
Ensure the Simpplr app is enabled in your Microsoft Admin settings
Your Microsoft Global admin user will need to ensure the Simpplr app is allowed to be installed in the Global org settings. Depending on your org's settings, you'll see a pager similar to the one below.
- Head to your admin page, then Teams apps > Manage apps.
- Search "Simpplr" from the list of apps, select it, then click Allow.
- Now head to Permissions policies. Choose your Org wide settings. If you have Allow all apps selected for Third-party apps, no further action is needed.
- If you don't have this option selected, Choose to allow access to specific apps. You'll be asked to choose at least one app. Search "Simpplr" and click Add. Then click Allow.
Connect your org's MS Teams account to Simpplr
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.
- Go to Manage > Application > Integrations > Messaging.
- Click Connect account under Microsoft Teams.
- Accept the permissions Microsoft is asking to finish connecting the account.
- If you want Simpplr alerts in MS Teams, toggle on the option to Allow alerts to be displayed in.
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
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:
- Go to your user menu, then Profile & settings. Click Edit profile & settings.
- Click the External apps tab and choose Connect account in the Microsoft Teams label. Follow the requested prompts from Simpplr to connect.
- The Admin user will need to accept the permissions Microsoft is requesting from Simpplr, as shown below. For more information on Microsoft integration security, check out this article.
- The End user will need to accept the permissions Microsoft is requesting, as shown below.
Link MS Teams to a site
For a site to post MS Teams content, it must first be linked to a Team. To do so:
- Go to Manage site > External apps.
- Enable Microsoft Teams, select which site activity you want posted in Teams.
- 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
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.
In addition to newly published content being promoted, all existing content will be able to be promoted by content managers at any time.
Sharing content to Teams
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.
Teams channel display
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
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.
Send alerts to MS Teams
Alerts can be configured to be sent to select MS Teams channels. To do so:
- Go to user menu > Alerts. Click Add alert.
- Configure the alert.
- Under External distribution, select Microsoft Teams.
- 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.