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MS Teams Integration Setup Guide

Emily B
Emily B
  • Updated

Follow the steps below to implement a MS Teams integration with 10KC.

  1. Download the 10KC Teams app.
  2. Upload the 10KC Teams app to Microsoft Teams Admin Center.
  3. Add all members that you want to invite to your 10KC hub to your Teams Channel.
  4. Connect your MS Channel to your 10KC Hub.
  5. Optional: Send some test notifications to members in Teams

1. Download the 10KC Teams app

  1. Login to 10KC as a tenant admin and go to Integration Settings. The URL will be https://yourtenant.tenthousandcoffees.com/admin/integrations
  2. Under “Messaging Integration” click on “Set up integration” next to Microsoft Teamteamssetup1.png
  3. Click on “Download 10KC app”. This will download the 10KC Teams app in a .zip file to your local device.
    teamssetup2.png

2. Upload the app to Microsoft Teams Admin Center

  1. Login to Microsoft Teams admin center. You must be a Global or MS Teams administrator.
  2. Navigate to Teams apps > Manage apps. Then click on + Upload new app.
  3. Upload the 10KC MS Teams app.
  4. Once the app is installed, 10KC Bot will show up under your apps list.
    teamssetup3.png
  5. Click on 10KC Bot and accept the app permissions and org-wide permissions by clicking on the Review permissions button.
    teamssetup5.png

3. Add all members to your Teams Channel

Now it’s time to add all members you want to invite to your 10KC hub to your Teams Channel.

4. Connect your Teams Channel to your 10KC Hub

All members in the Teams channel will have accounts created for them in your 10KC hub, and receive a message that they've been added to a 10KC Hub. If you aren't sure you should do this, talk to your Customer Success Manager.

  1. Go back to 10KC and go to Integration Settings. The URL will be https://yourtenant.tenthousandcoffees.com/admin/integrations
  2. Under the Microsoft Teams, paste your Tenant ID, and click on Save. Here’s how to find your Tenant ID.
  3. Once you save the Tenant ID, you’ll that, you’ll see that the integration is enabled.
    teamssetup6.png
  4. Next, you’ll want to connect your 10KC hub to your Teams channel. First, search for the Team which the channel is located in. Then, search for the Channel. In this example, we searched for the “10KC” Team, then the “General” channel.
  5. Once you are done selecting the Team and Channel, click on Save. This will connect your 10KC hub to your Teams channel. 
    teamssetup7.png

Now it’s time to add all members you want to invite to your 10KC hub to your Teams Channel.

5. Send some test notifications

10KC will provide next steps for testing the MS Teams Integration via email or in a meeting.

 

Additional Hub Settings

Microsoft Native Calendar Option

If you want to use the native Microsoft Teams Calendar for notifications sent from 10KC, you can enable that option in the Hub settings.

Screenshot 2024-09-11 at 4.19.15 PM.png

This option overrides any other calendar integrations that the tenant or hub might have, meaning the user will not be re-directed to the platform to book a meeting, but will remain in MS Teams. This only effects the meeting links embedded in MS Teams notifications.

It can be found in the Advanced settings section of Hub settings.

 

Hub level enablement

MS Teams has to be enabled at a tenant level. However, after it is enabled and connected to a hub it can be turned on or off at the discretion of the hub admins. When an admin turns notifications off at a hub level, all notifications are sent as emails. Notifications that were previously disabled, such as invite emails, are re-enabled. 

Once MS Teams notifications are turned on users will start to receive notifications through MS Teams immediately. This setting can be found in the Advanced settings section of Hub settings.


Do not disable MS Teams notifications while a development program or introduction cycle is running. The notifications for these features rely on all messages being sent either as MS Teams notifications or as emails. If you have further questions, or a special situation, please talk to your Custom Success Manager.

 

Screenshot 2024-09-11 at 4.19.24 PM.png

Security Considerations

Microsoft Partner Network

10KC is a verified Microsoft Partner with access to benefits like comprehensive technical extensibility and secure foundation to build robust solutions for our customers.

Security Measures

10KC has strict security policies and we follow all best practices like annual pen-testing, annual internal audit, third party SOC2 audit and aligning with regional data privacy requirements.

App permissions required 

  • Receive messages and data that I provide to it.
  • Send me messages and notifications.
  • Access my profile information such as my name, email address, company name and preferred language.
  • Receive messages and data that team or chat members provide to it in a channel or chat.
  • Send messages and notifications in a channel or chat.
  • Access information from this team or chat such as team or chat name, channel list and roster (including team or chat member's names and email addresses) - and use this to contact them.

Org-wide permissions required by MS Teams integration

Permission

Description

10KC use case

Read all groups

Allows the app to read group properties and memberships, and read conversations for all groups, without a signed-in user. 

We cannot read group chats, just group information (group names and their IDs and who is in them)

To get a list of all Teams your linked MS Teams tenant.

 

You can then link the right Team to a 10KC Hub to sync users.

Read all app catalogs 

Allows the app to read apps in the app catalogs without a signed-in user.

To find the internal app ID of the 10KC bot application installed in the Microsoft Teams Admin Center.

Read the names and descriptions of all channels

Read all channel names and channel descriptions, without a signed-in user.

To get a list of channels from your linked MS Teams tenant.

Read the members of all channels

Read the members of all channels, without a signed-in user.

To get a list of all users of a specific MS Teams channel linked to a 10KC hub.

10KC will create accounts for these users and send them a link to join 10KC.

Note that we can only use this permission to create a chat for users in a channel that your AzureAD admin will link to 10KC.

We also are only reading basic profile information (first name, last name, email address, user ID, display name, which channel they are in).

Allow the Teams app to manage itself for all users

Allows a Teams app to read, install, upgrade, and uninstall itself to any user, without a signed-in user.

This is only for users in channels that you’ve linked in 10KC Tenant Admin settings. Not any users outside of the channels you’ve linked to 10KC.

To install the 10KC bot for users in a Team without requiring user input.

Users can then receive notifications and reminders from the bot regarding various 10KC activities.

Create chats 

Allows the app to create chats without a signed-in user.

To create a private chat between matched users and the 10KC bot.

Allow the Teams app to manage itself for all chats

 

 

Allows a Teams app to read, install, upgrade, and uninstall itself for any chat, without a signed-in user.

This is only for chats that our 10KC MS Teams app will create. This does not give us scope for all chats outside of the 10KC MS Teams app. 

To install the bot to private chats of matched users. 

The bot can then send messages and notifications to these chats to facilitate interaction.

Sign in and read user profile

Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.

To check if the 10KC bot is already installed for a user

 

 

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