Microsoft Teams Integration

This article details what the Microsoft Teams Integration is, how to enable and authorize it, and how to use it in Happeo.

What is it?

Microsoft Teams is a collaboration tool designed for remote and hybrid work, ensuring that you and your team can stay connected, informed, and organized all in one place.

By enabling and authorizing the Microsoft Teams Integration, you can call and message users (both via Teams) directly from Happeo.

You can also find search results and predictions for Teams from Happeo’s Search using the Microsoft Files Federated Search Connector.

How Teams is embedded in Happeo

Below, you can find an overview of where Teams is embedded in Happeo once it has been enabled and authorized:

• Admin and user (authorization)
• Channels (Channel Settings and Channel Calendars)
• User Profile
  • Small version (i.e. when you hover over a user in the Channel members list, or when you hover over a user when reading a post, comment, etc.)
  • User profile (when you click Profile from a User Profile, or when you select a user after searching for them in the People Navigation, etc.)
  • User Card Page Widget

Entra ID requirements

For the Teams Chat Integration to work, an Entra ID Admin has to give access from the chat.create scope.

To do this:

1. In Entra ID, go to Happeo integrations
2. Navigate to Permissions
3. Click Grant Admin Access
4. All permission types need to be set to Delegated

How to enable it

Admin Settings

To enable Teams, as an Admin, you can:

1. Navigate to the Admin Settings by clicking your user avatar and Admin Settings
2. Click Integrations from the panel on the left of the page
3. Click the toggle next to Microsoft Teams
4. Click Enable

How to disable it

Admin Settings

To disable the Teams Integration, you can:

1. Navigate to the Admin Settings by clicking your user avatar and Admin Settings
2. Click Integrations from the panel on the left of the page
3. Click the toggle next to Microsoft Teams to disable it
4. Click Disable the Integration

Conditions

Conditions for Teams in User Profile

• Teams is enabled and authorized on an organizational level 

Conditions for using Teams in Channels

• Teams is enabled and authorized on an organizational level
• Channel Calendar: The User is the Channel’s Owner, Editor, or an Admin (with the Admin toggle on)

User Profile

How to start calls

To start calls, you can:

1. Navigate to the People Navigation from the Happeo main navigation
2. Select a user you would like to start a Teams call
3. Click Call
   1. You will be presented with all of the integrations that allow calling that have been enabled
4. Select Microsoft Teams
   1. You will receive a prompt asking if you want to cancel or open Microsoft Teams. Click Open Microsoft Teams
   2. A new tab will be opened OR you will be sent straight to the Microsoft Teams application, redirecting you to the call with the user you selected
5. The Microsoft Team’s native screen will be displayed before joining the call, so you can choose to toggle the video option or jump straight to the audio call

How to send messages

To send messages, you can:

1. Navigate to the People Navigation from the Happeo main navigation
2. Select a user you would like to start a Teams call
3. Click Message
   1. You will be presented with all of the integrations that allow messaging that have been enabled
4. Select Microsoft Teams
   1. A new tab will be opened OR the you will be sent straight to the Microsoft Teams application, redirecting you to the chat with the person you selected

For the first time only

For the first time using either of these features, if you approve / confirm the default popup to set Teams as default redirect, then as long as you are logged in and there’s an active session, you will always be correctly redirected to the app. 

If the session has expired, you will have to set it again.

Also, if you have:

• Not enabled the default confirmation popup OR
• You are not logged in (Teams)

The native Teams browser check screen will appear, where you can choose to be redirected via downloading the app or continuing to the browser version.

Alternatively, from this screen, you can also manually open the Teams App.

Teams in Channels

Channel Settings

In your Channel Settings under Integrations, you can enable users to start Teams Video Calls. 

These video calls can be started from a Channel’s Calendar if one has been set up.

Channel Calendar

Once the Teams Integration is enabled and authorized from the Admin Settings (Integrations), and Teams Video Calls have been enabled for a Channel, users can start Teams calls from the Channel Calendar.

This button (“Start a video call”) can be found on the right of the screen when viewing an event in a Channel Calendar. 

Clicking on the button will create a calendar event in Outlook Calendar and jump directly to the Microsoft Team’s video screen, where you can join the created meeting.