This article provides details on how Enboarder will interact with Microsoft Teams to:

We are using the Microsoft Bot framework Rest API to send messages.

Josh Debenham, a member of our Customer Success Team in Sydney, runs through how these features work and what they will look like in the below short video:

Feeling inspired? Read all of the setup instructions below!

Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.

Before configuring the tile, please follow the below steps and note down the below information:

Login to your account and click on the 'Teams' tab. Right-click on the channel where you want to send the message. Click on Get link to General channel

Click, to copy and paste into notepad

It will look something like this

https://teams.microsoft.com/l/channel/19%3A2a53a6DDDDbec04ff89ee9a12a46577dc6%40thread.tacv2/General?groupId=c0581343-663e-42e8-a13d-3f67336dad1a&tenantId=680d22e1-e6f7-4ed7-8e9e-XXXXXXXXXXXX

The channel ID is 19%3A2a53a6DDDDbec04ff89ee9a12a46577dc6%40thread.tacv2

And the tenantID is 680d22e1-e6f7-4ed7-8e9e-XXXXXXXXXXXX

Please note down these values for future reference

Here are the steps for Integration:

Click on the Apps icon on the bottom left pane. Then either search the App by typing enb or enboarder. Alternatively, you can click into the 'Human resources' category and browse for the Enboarder App.

Now click on the Connect (Enboarder) App. You will see the detail page. On the detail page click on the “Add to a team” option from the dropdown menu.

Search for the channel you wish to add the bot to (this needs to have all employees in it that you wish to receive messages via Teams) and add it to the team.

Select Set up

The system will show the below screen and message. Please click on OK.

The Enboarder app will now be ready to use after accepting the permissions:

Now head into the channel that you have added the bot to, and under the post tab, please click on Start a post. The system will show the bot name in the post.

Please type hi after bot name and click on Post

Note - In case you have multiple Accounts in Enboarder and you want to Integrate all or some specific accounts. You can do that by sending the Account Name in the message.

Ex- Say you have three accounts in Enboarder with Names Acct-1, Acct-2, and Acct-3. And you want to Integrate with Acct-1 and Acct-2. Then send the message with the Account like below

Similarly for the Next Account

Go back to the Enboarder Application → Settings → Integration. You will see the tile as Integrated into the respective account

Now you can send a notification to MSTeam from Enboarder. The message will look like the below:

Note: The email ID of the employee in Enboarder to which you want to send notifications must be the UPN of he user in MS Teams.

Once the app is installed, you will have the option to add a Connect tab to your Teams Channels. Note, it only takes one participant of that channel (with the correct permissions) to enable the tab, for everyone else within that channel to see it.

Click Add a tab

Select the Connect (Enboarder) app

Once you hit Save, the Connection Cards for all participants within that channel will be visible to all. You just need to ensure that you have activated the Connection Creator setting in the Settings > Configuration > My Dashboard Settings page:

From here, you can browse the cards of members in the channel, or Edit your card and Browse more cards

When you select Edit your card, you will be redirected to your Enboarder My Dashboard Profile page:

When you select Browse more cards you will land on the Connect page within your EnboarderMyDashboard:

NOTE: When adding the bot to a Teams channel, all members of that channel will have a profile created in Enboarder

To enable this, when on a call, select Add an app

Search for Connect (Enboarder) and add this to the call

On this next screen, click Save

Connection Cards for all attendees on the call will now be displayed in the right pane in the call. You just need to ensure that you have activated the Connection Creator setting in the Settings > Configuration > My Dashboard Settings page:

Only one person in the call needs to add the app, then all others will be able to view the Connection Cards.

NOTE: The Connect (Enboarder) app will need to be added to each call that the team has.

Before sending a message using API, please log in to your Microsoft account and note down the below information.

Login to your account and go to the Teams tab. Right-click on the channel where you want to send the message. Click on Get Link to channel

Click to copy/paste into notepad

It will look something like this

https://teams.microsoft.com/l/channel/19%3A2a53a6b4bec04ff89ee9a12a46577dc6%40thread.tacv2/General?groupId=c0581343-663e-42e8-a13d-3f67336dad1a&tenantId=680d22e1-e6f7-4ed7-8e9e-5566ec1055b8

The channel ID is 19%3A2a53a6b4bec04ff89ee9a12a46577dc6%40thread.tacv2

URL - https://botserver/sendmessages

Sample Payload 1:

Response:
Once successful you will get the below response

While configuring the webhook, please select authentication as Microsoft Team and remove any additional header/key row.

Similar to the above, to send a Connection Card to a Teams channel, you can configure this in a webhook by inserting the Card Link or Public Card Link tokens. The Card Link will required users to authenticate into My Dashboard to view the card, where as the Public Card Link will open the card in an internet browser and display without any authentication needed:

When the link is posted in the channel, it will unfurl as shown below:

https://docs.microsoft.com/en-us/microsoftteams/platform/bots/how-to/get-teams-context?tabs=json#fetching-the-roster-or-user-profile

Got questions? Click the '?' button at the top right of any Enboarder page to get in touch with the support team.