Microsoft Teams integration

1. Client setup

Send the MS Teams setup guide to your client's Entra ID admin. You can use the email template below.

Email template

Hello FNAME. 10KC's MS Teams integration will allow your employees to easily connect with their matches, chat, schedule meetings, and receive reminder and feedback notifications within the intuitive and familiar MS Teams app. Here's a two-minute video of the member experience, or if you'd prefer, you can view this article.

To turn on the integration, please follow this setup guide. The steps are:

Upload the 10KC app to your Microsoft Teams admin center. You can download it by reviewing our setup guide.
Share your Entra ID Tenant ID with 10KC. Here's how to find your Tenant ID.
Share your Team and Channel Name with 10KC.
Testing. We'll provide next steps for testing the MS Teams Integration via email. If you prefer, we can also set up a meeting.

2. Testing

If you'd like to send some test notifications, follow the instructions below. Please note that this is optional.

Office Hours

You’ll need to work with a tester from the client organization who is a member of the Channel that is connected to the 10KC Hub.

Publish a new Office Hour.
1. Pick a Start Time that is close to the current time. Pick an End Time that is 15-30 mins from the Start Time.
2. When creating the Office Hour, invite a member you are testing with by entering their email address under the Target audience section.
Confirm if tester received the “New Office Hour” notification in Teams.
Update the Office Hour. Confirm if tester received the “Office Hour Updated” notification in Teams.
After the Office Hour ends, confirm with the tester if they received the Office Hour feedback notification in Teams.

Development Programs

You’ll need to work with at least two testers from the client organization who is a member of the Channel that is connected to the 10KC Hub.

Create a Development Program in the hub.
In the Setup tab, when reviewing the program schedule, setup the touchpoints below. Make sure the touchoints are on the same day by by clicking on Edit schedule in the Schedule tab.
1. Invitation
2. Smart-matching step
3. Session 1
4. Progress summary
5. Feedback collection
In the Setup tab, publish the program. This will send the Invitation notification in Teams. Confirm if the testers received it.
In the Participants tab, add participants to the program.
In the Smart-matches tab, generate matches.
In the Smart-matches tab, confirm matches.
In the Smart-matches tab, click on Send via Teams. This will send the Matching notification in Teams. Confirm if the testers received it.
The remaining notifications will now automatically send as scheduled. Confirm if the testers received it.

Introductions

You’ll need to work with testers from the client organization who are members of the channel that is connected to the 10KC Hub. Please note that everyone in the channel will receive notifications for Introductions, so if you want to test introductions you should do it before adding other members to the channel.

Setup a 3 day introduction cycle.
- Day 1: Match
- Day 2: Reminder
- Day 3: Feedback3
Ask testers to confirm if they received notifications in Teams.

Frequently Asked Questions about MS Teams

I want to send bulk invitations via email instead of Teams. What's the process?

If you've already connected your hub to the Teams channel:

Turn off Teams notifications before sending out bulk email invitations.
- Login as a Hub admin.
- Navigate to Hub Settings > Advanced Settings > Danger Zone
- Toggle the "Turn off Microsoft Teams notifications" switch. It should be grey when off.
Send bulk email invitations. Use your usual process.
Wait (e.g., one week) for users to claim their profiles.
Share a list of users with claimed profiles with the IT admin. Ask the IT admin to add these users to the Teams channel that will is connected to the hub. This ensures users get all program notifications in the future.

If you haven't yet connected your hub to the Teams channel:

Send out bulk email invitations. Use your usual process.
Wait (e.g., one week) for users to claim their profiles.
After users have claimed their invitations, connect your hub to the Teams channel.
Share a list of users with claimed profiles with the IT admin. Ask the IT admin to add these users to the Teams channel that will is connected to the hub. This ensures users get all program notifications in the future.

How can we pre-populate profiles when users register through MS Teams?

1. Send bulk email invites as a hub admin without sending emails.
2. Create a Teams channel for 10KC; provide Team and Channel name
3. Add users to the channel
4. Connect 10KC hub to channel
5. Users will be prompted to complete their profile on 10KC app

What’s the impact of asking customers to connect the hub to the channel before launch vs on launch day?

When you connect the hub to the channel, any users in the channel will be immediately synced to 10KC.
If we connect the hub to the channel before launch day, the users will not be immediately synced to 10KC once they are added to the channel. Instead, they will be synced (profile created, welcome message sent via Teams, etc) the next day, as our automated sync happens once a day at 2AM.