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:
   • 
4. Fill in the two required fields:
   
   1. Give the connection a name
   2. In the URL field, paste the URL from the Microsoft Teams workflow - the URL can be found in the When a Teams webhook request is received action:
      • 
5. Click the Test button to ensure that the connection to your Microsoft Teams workflow is correctly setup - you should see the message "Hello, World" in the Microsoft Teams channel you specified in the Workflow.
6. Click the Submit button to save the connection