Creating a Microsoft Teams Connection

Introduction:

Several features in the MSP Process platform can send messages to Microsoft Teams channels:

  • When a new text message is send to an SMS number
  • When a new Live Chat is created
  • When a new Client Portal chat is created

The goal of this KB article is to walk through how to setup a Workflow in Microsoft Teams that can accept the messages from the MSP Process platform, and to configure MSP Process so it knows about the Microsoft Teams channel.

Creating a Workflow in Microsoft Teams:

In the Microsoft Teams app, launch the Workflows feature by clicking on the ... menu item, and searching for "Workflows":

 

  • In the Workflows app, click the button
  • Click the button
  • Create a workflow that looks like this:

Here's what the Parse JSON action should look like:

And here's the text that goes in the Schema field:

{

    "type": "object",

    "properties": {

        "text": {

            "type": "string"

        }

    }

}

Finally, here's how the "Post message in a chat or channel" action is configured:

Configuring a Microsoft Teams Connection in MSP Process:

  1. Login to the MSP Process UI (https://app.mspprocess.com)
  2. Navigate to the Portal Settings -> Teams Connections page
  3. Click the Add button, and fill in the required fields:
    1. Give the connection a name
    2. In the URL field, paste the URL from the Microsoft Teams workflow
  4. Click the Test button to ensure that the connection to your Microsoft Teams workflow is correctly setup
  5. Click the Submit button to save the connection

Click the Test button; you should see the message "Hello, World" in the Microsoft Teams channel you specified in the Workflow.