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Microsoft Teams

Microsoft Teams is a cloud-based chat software that allows you to collaborate, communicate, and share content across organizations.
The Microsoft Teams connector allows you to integrate Microsoft Teams and send automated messages across your organization via Automate.

Set up the Microsoft Teams

Perform the following steps to set up the Microsoft Teams action connector:

  1. Click Configure Action Step from the left navigation panel.
  2. Click Action Step to configure third-party services.
  3. Within the Configure Action Step, click the Microsoft Teams connector.

    Note: You can sort and search the connector(s) based on the filter.

  4. You will see two actions under the Choose an Action tab: Send Message in Channel and Send Message in Chat.

    Let’s look at each of them in detail.

Send Message in Channel

  1. Under Choose an Action tab, select the Send Message in Channel action.
  2. Click the + Add New Account button to add your Microsoft Teams account.
  3. In the pop-up window, provide OAuth permissions for all the values by checking the boxes and click Authorize.
  4. In the pop-up that appears, log in to your Microsoft Teams account.
  5. Provide an Account Name and click Save.
  6. Select a Team and a Channel from the dropdown options to send a message.

    Note: A team has multiple channels.

  7. Select a Message Type to send a message in Text or HTML format.
  8. Enter the message in the Message Body.
  9. Click the Proceed button. 
  10. To test the configured action, click the Test Action button.
  11. Navigate to the Microsoft Teams platform to view the message. Once done, click the Save and Exit button.

Send Message in Chat

  1. Under Choose an Action tab, select the Send Message in Chat action.
  2. Click the + Add New Account button to add your Microsoft Teams account.
  3. In the pop-up window, provide OAuth permissions for all the values by checking the boxes and click Authorize.
  4. In the pop-up that appears, log in to your Microsoft Teams account.
  5. Provide an Account Name and click Save.
  6. Select a Chat Name from the dropdown to send an in-person message. 
  7. Enter the message in the Message Body.
  8. Click the Proceed button. 
  9. To test the configured action, click the Test Action button.
  10. Navigate to the Microsoft Teams platform to view the message. Once done, click the Save and Exit button.

This sets up the Microsoft Teams action connector.

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