Microsoft Teams Integration

Integrate Enboarder with your Teams instance to create an experience in the flow of work

Adam Faludi avatar
Written by Adam Faludi
Updated over a week ago

Now you can communicate with your employees via Teams!

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

  • Send proactive messages to your employees

  • Display Connection Cards in a channel

  • Display Connection Cards in a Teams call

  • Send your Notifications to a channel

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


Before you begin!

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.


Pre-requisite

  • The organization must have an admin account in Microsoft Teams and all Azure AD users must have permission to your Teams General channel

  • The admin user must install the Enboarder APP in Microsoft Teams

  • To configure the tile, the user needs to follow the below steps to get TenantID, Bot ID, and secret key

  • The integration uses the Microsoft Graph API, requiring the below permissions:

    • ChannelMember.Read.All

    • ChatMember.Read

    • User.Read

Get Tenant ID

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

  • TenantID

  • ChannelID

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

Please note down these values for future reference


Setting up the Microsoft Tile in Enboarder

Here are the steps for Integration:

  • Log in as an Admin and go to Settings → Apps & Integration

  • Click on the tile Microsoft Teams or search for it

  • Click on the Add Integration button.

  • On the next screen, enter the tenant id (which you noted in the previous step), and the Email Domain (which is shown in the Contact information section within a Teams profile, as shown below) and click on Integrate Now.

  • When successful authentication has been reached, the user will be redirected to the Enboarder site and the "Microsoft Teams" tile will be shown as Pending.


Install Enboarder App and add the bot to teams

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.


Surfacing Connection Cards in your Teams channels

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.

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


Surfacing Connection Cards in your Teams Call

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

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.


Send a message to a channel using a webhook

Basic information required to send a message

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

  • ChannelID

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


Send a message to channel API

Sending messages to a channel

URL - https://botserver/sendmessages

Sample Payload 1:

{   "channelid": 

"19%3A2a53a6b4bec04ff89ee9a12a46577dc6%40thread.tacv2" "message":

"Hi Team, {{newhire_firstname}} joining our team on

{{newhire_startdt}}" }

Response:
Once successful you will get the below response

{     

"id": "1590470249921"

}

Webhook setting

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


References

  • Get member detail:


Support

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

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