Examples: Integration with MS Teams

Examples: Integration with MS Teams

When a Request got new Comment in Targetprocess → send message to MS Teams channel
Send mention to MS Teams about new assignment

There are two ways how Integration with MS Teams can be configured:

  1. (Basic) [Using MS Teams Webhook] (doc:examples-integration-with-ms-teams#integration-using-ms-teams-webhook)
  2. (Advanced) [Using MS Teams API] (doc:examples-integration-with-ms-teams#integration-using-ms-teams-api)

Integration Using MS Teams Webhook

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Basic integration via webhook doesn't support mentions. For this purpose please check advanced option using MS Teams API

How to set up MSTeamsURL custom field

  1. Create a text custom field for Projects
  2. Copy Webhook URL from MS Teams Connector setup
  3. Put Webhook URL to MSTeamsURL custom field in Targetprocess
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How to generate Webhook URL in MS Teams

In a new or existing channel that will be used for alerts, open “Connectors”:

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Create a new Incoming Webhook connector, call it “Targetprocess Notification Center”, upload a logo (feel free to use the below one)

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As a result you will get the generated Webhook URL.

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Copy MS Teams Webhook URL and paste it into the MSTeamsURL Custom field in Project Details

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Integration Using MS Teams API

How to set up MSTeamsID custom field

  1. Create a text custom field MSTeamsID for Users
  2. Open Graph Explorer, log in there with your Microsoft credentials and check needed User Ids with this query https://graph.microsoft.com/v1.0/users
  3. Copy these Ids to MSTeamsID custom field in Targetprocess for your users. This should be done for all users for which mention will be sent in MS Teams
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How to get MS Teams API URL

  1. Open Graph Explorer, log in there with your Microsoft credentials and check your team id with the query https://graph.microsoft.com/v1.0/me/joinedTeams
  2. Check your channel Id by using your team Id from previous step and query
    https://graph.microsoft.com/v1.0/teams/{team-id}
  3. The query which you should make POST to will be in the format
    https://graph.microsoft.com/v1.0/teams/{team-id}/channels/{channel-id}/messages
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How to get MS Teams API Access Token

  1. Open Graph Explorer, log in there with your Microsoft credentials and check Access Token tab as shown in the screenshot below
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