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Connect to Microsoft Teams
Last updated
Last updated
The Finout Microsoft Teams integration allows your organization to seamlessly send reports and 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.
Before starting the integration process, ensure the following prerequisites are met:
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 see Microsoft documentation.
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.
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 integrate your Microsoft account with Finout’s services securely. 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.
Install the Finout App:
Use this link to install the Finout app for each team where you want to receive notifications.
Start by selecting a standard (public) channel for the app installation. This channel will serve as the primary channel for the bot, as Teams requires each app to have a primary channel, which must be a standard channel.
Note: Once the app is installed, the bot will automatically have access to all public or shared channels within the selected Team, based on your organization's security policy, not just the channel where the bot was initially installed.
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.
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 the Finout app in Teams. If you installed the app in Teams first, try the following steps:
Delete Finout app from Teams.
Reinstall Finout app in Teams.
What happens if the person who accepted the permission request on the AD side leaves the company? The integration will continue to function without interruption.
Does Finout create any resources for the client’s tenant? No, Finout does not create any data or resources in the tenant's account. We only store basic information about the logged-in user.
OAuth 2.0 Authentication: The integration uses OAuth 2.0 for secure authentication between Finout and Microsoft Teams, ensuring your data is protected during integration.
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.
