Setting up a Microsoft Teams integration (Multichannel)

This feature is available for:

Don't know which module you're using? Find out here.

  • Module: Multichannel Communication

You can send your Multichannel posts from the Studio to Microsoft Teams. Users will see the post teaser in Teams and can easily click a button to access the full post on the Timeline.

To set up the Microsoft Teams communication channel, you need to configure an Entra ID app and a Teams app according to the steps below. Both apps are required.

multichannel post on ms teams.png

This article concerns creating a Microsoft Teams integration for the Multichannel Communication module. For information on the Modern Intranet module's Microsoft Teams integration, view Setting up a Microsoft Teams integration (Public Cloud). You cannot use the same Teams app for Multichannel and Intranet; they must be different apps.

Set up an app registration in Microsoft

You need admin rights in your Microsoft Entra ID account to register an app.

Create an app

  1. Log in to the Microsoft Azure Platform
  2. Go to Microsoft Entra ID > App registrations > New registration
  3. Give your app a name, e.g., Haiilo
  4. Select a Supported account type
  5. Select Register
  6. On the app Overview page, copy and save the Application (client) ID and Directory (tenant) ID for later use

App registration overview page in Microsoft Azure.png

Create a Client Secret and define API permissions

  1. Create Client Secret
    1. Go to Certificates & secrets > Client secrets
    2. Select New client secret
    3. Enter a description and choose when the secret expires.
      • After a secret expires, you need to generate a new secret and update it in Haiilo for the connection to remain valid. We recommend setting up a reminder to renew the secret before it expires.
    4. Select Add
    5. Copy the secret Value for later use
  2. Define API permissions
    1. Go to API permissions
    2. Select Add a permission > Microsoft Graph > Application permissions
    3. Add the following API permissions:
      • TeamsAppInstallation.ReadWriteSelfForUser.All
      • AppCatalog.Read.All
      • User.Read.All
    4. Select Grant admin consent for app_name for the added permissions and ensure the status for all permissions is marked Granted for your_tenant.

API permissions for Multichannel Teams in Entra ID.png

Set up a Teams app

You need admin rights in your Microsoft Teams account to create an app.

  1. Log in to the Developer Portal in Microsoft Teams
  2. Select Apps > New app
  3. Enter a name for the app
  4. Select Add
  5. In Basic Information, customize at least the following fields:
    • Short and Long description: Provide a description of the app and what it does
    • Developer information: This should reference Haiilo as the developer.
      • In Developer or company name, enter Haiilo GmbH
      • In Website, enter https://www.haiilo.com/
    • Privacy policy: Enter a URL leading to your Privacy Policy
    • Terms of use: Enter a URL leading to your Terms of Use
    • Application (client) ID: Input the Application (client) ID that you copied from Microsoft Entra ID earlier. This is required for the authentication on MS Teams' side.
  6. Go to Branding and edit the Color icon, Outline icon, and Accent color to match your platform's branding.
  7. Copy the App ID from MS Teams for later use.
  8. Enable the bot feature
    1. Select App features > Bot
    2. In the Enter a bot ID field, input the Bot ID found in Haiilo's Administration > Multichannel.
    3. Select Only send notifications (one-way conversations)
    4. Select Personal as the scope
    5. Select Saveteams_app_setup_05.png
  9. Add the domain
    1. Go to Domains > Create your first domain
    2. Add your Haiilo platform's domain for which this app is used, e.g., subdomain.haiilo.app
    3. Select Save
  10. You can now test the application by selecting Preview in Teams and then Add the app in Teams. If the app works as expected, you can Publish it to your org per your company guidelines.

Set up the Teams channel in Haiilo

You need "Multichannel administration" permission to configure Multichannel settings in Haiilo.

  1. In Haiilo, go to Administration > Multichannel
  2. Enable Microsoft Teams
  3. Input the Application (client) ID that you copied from Microsoft Entra ID into the Client ID field
  4. Input the Client Secret Value that you copied from Microsoft Entra ID into the Client Secret field
  5. Input the Directory (tenant) ID that you copied from Microsoft Entra ID into the Tenant ID field
  6. Input the App ID that you copied from Microsoft Teams into the App ID field
  7. Select Save changes for Microsoft Teams

Enable MS Teams for Multichannel in Administration.png

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