What does this integration do?

The Microsoft Teams integration enables your SalesScreen feed posts to be sent to a channel of your choice within your Microsoft Teams workspace. This is useful if you're using Microsoft Teams a lot and want a steady flow of your team's activities and achievements populated to Teams.


Prerequisites

You need to have an active SalesScreen subscription in order to add the SalesScreen MS Teams app to your organization. This integration can only be activated with a SalesScreen admin account.

The Microsoft Teams user that authorizes the integration will need the App Manager privilege.


In SalesScreen

To initialize the integration between SalesScreen and Microsoft Teams, sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.

Once there, go to Integrations and click on Integrate for Microsoft Teams. Alternatively, this link will take you there directly.

On the next page, click on Authorize Integration. This action will initiate the Microsoft Teams authentication and authorization process, which means you'll be redirected to Microsoft's login page (if not already signed in).

Once authenticated, Microsoft will present a summary of what the SalesScreen app is requesting access to.

Review and agree to the requested permissions. As a result, SalesScreen will store the integration configurations, and you'll be redirected back to SalesScreen.

That's it! Your SalesScreen account is integrated with your Microsoft Teams workspace.



Build Workflows

Now that the integration is authorized, you can build workflows, that specify which SalesScreen feed posts should be sent to which Microsoft Teams channel or group.


Import Users

The integration allows you to import users from your Microsoft Teams workspace into SalesScreen. As a result, SalesScreen creates an account for each user that is imported. This can be done at your own discretion by navigating to Manage > Settings > Integrations > Manage Microsoft Teams > Settings > Import Users.



Need assistance?

If you have any questions or need assistance, please contact us via our live support chat. Simply click on the chat bubble in the bottom right corner, and one of our support representatives will be all ears!


How do I remove the SalesScreen app / terminate the integration?

Should you want to terminate the integration, you can simply navigate to Manage > Settings > Integrations > Manage Microsoft Teams > Settings in SalesScreen. There, you can click on Terminate Integration, which will delete the integration configurations.

Contact us at any time if you have further questions!


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