Connect to Microsoft Teams

Microsoft Team Integration Overview

The Finout Microsoft Teams integration allows your organization to seamlessly send reports, Anomalies alerts directly from the Finout platform to your organization Microsoft Teams channels. This document outlines the steps required to set up and manage this integration, ensuring that your teams can efficiently be notified and get the relevant information they need from Finout.

Prerequisites

Before starting the integration process, ensure the following prerequisites are met:

• Consistent User Account

  • Use the same Microsoft Teams account (user email address) for both the integration setup within the Finout platform (Step 1) and the Finout app installation on Teams (Step 2).

• App Installation Permissions

  • Make sure that the user has permissions to install apps from Teams marketplace. Team owners can define which members can install Teams apps. For more information read here.

Integration WorkFlow

Step 1: Initiate Integration from Finout

1. Navigate to the Integrations tab:

• Log in to your Finout account and go to Settings > Integrations tab.

• Locate the Microsoft Teams integration box and click on Connect.

1. Sign in to Microsoft:

• You will be redirected to Microsoft’s sign-in page. Enter your Microsoft credentials and grant the necessary permissions to Finout.

• The required permission is User.Read, set to Delegated.

Note: Finout leverages Microsoft’s OAuth 2.0 authorization code grant flow to securely integrate your Microsoft account with Finout’s services. You can find more details about this process here.

3. Complete the Integration:

• After clicking Accept, you will be redirected back to Finout. You will now see that Microsoft Teams is successfully integrated with your Finout account.

Step 2: Install Finout Application on Microsoft Teams

1. Install the Finout App:

• Only Public and Shared channels will be able to receive notifications from Finout. Private channel is not supported. Private Team is supported but only public and shared channels will be able to receive notifications from Finout in a Private Team.

• Install the Finout app in every Team where you wish to receive notifications.

  • Only Public and Shared channels will be able to receive notifications from Finout.

Step 3: Setup Notification Endpoints

• After installing the Finout app, the channel where the bot is installed will send a welcome message and all the channels in the Team will appear as endpoints in Finout automatically.

• Select the channels to receive notifications for reports and anomalies. ​​

FAQ

How Does Microsoft Teams Channel Work with Endpoint Metadata?

• All public channels in a Team will automatically mapped to an endpoint ID in Finout.

• You can then assign each endpoint ID to the relevant virtual tag value through the virtual tag metadata API.

I completed the integration and installed the app in Teams, but I still can't see any channels in Finout. What should I do? ​ Ensure that you complete the integration setup in Finout before installing Finout app in Teams. If you installed the app in Teams first, try the following steps:

1. Delete Finout app from Teams.

2. Reinstall Finout app in Teams.

Security Considerations

• OAuth 2.0 Authentication: The integration uses OAuth 2.0 for secure authentication between Finout and Microsoft Teams, ensuring that your data is protected during the integration process.

• Permissions Management: Finout requires specific permissions within your Microsoft Teams environment to function correctly. These permissions are limited to the necessary scope, ensuring that your organization maintains control over its data.

• Data Privacy: Finout complies with GDPR and other relevant privacy regulations, ensuring that all user data is handled securely and responsibly.