Connecting to Microsoft Teams

Note: You cannot connect Microsoft Teams in the On-premises deployment.

Microsoft Teams is a communication and collaboration platform developed by Microsoft. It is designed to facilitate team work, communication, and productivity in a single platform. Add your agent to Microsoft Teams to create and customize a productive hub where content, tools, and people come together to chat, meet, and collaborate.

Creating a connection

To connect your agent with Microsoft Teams, you must

  1. Sign up for a Microsoft 365 Developer Administrator email address.
  2. Create an app registration in Microsoft Azure.
  3. Create your bot.
  4. Create a Teams app.
  5. Find your Tenant ID.
  6. Find your client secret ID.

Sign up for a Microsoft 365 Developer Administrator email address

To integrate your agent with Microsoft Teams, you must have the Global Administrator, or Teams Administrator roles. For more information, see App permission policies. Sign up for a Microsoft 365 Developer Administrator email address, if you don’t have one:

  1. Go to the Microsoft Dev Center.

  2. Click Join now to become a member of the Microsoft 365 Developer program.

  3. On the Dashboard, click Set up E5 subscription, and select an Instant or a Configurable sandbox.

  4. Copy the email address listed under Administrator. Your admin credentials are required at several points of setup.

App registration for Microsoft Teams

  1. Go to the Microsoft Azure portal, and log in with your admin credentials.

  2. On the App registrations page, click New registration.

  3. On the Register an application page, enter a name, select the multi-tenant option that applies to your app, and then click Register.

  4. Copy the application ID from the Overview page of your app, and paste it into the Application (client) ID field of your watsonx Orchestrate Microsoft Teams set up.

Creating your bot

  1. Log in to the Microsoft Azure portal.

  2. Use the search bar to find Azure Bot.

  3. Click Create and select Azure Bot.

  4. For Creation type, select Use existing app registration and enter the application ID from your app registration.

    Note:If you choose **Create new Microsoft App ID**, update the application registration details with the newly generated ID.

  5. Copy and save the application ID for future use.

  6. Go to Settings and select Configuration. Copy the generated endpoint and save it.

  7. On the Tell us about your bot page, complete your bot profile.

  8. Copy the generated endpoint from the Create your bot page of your watsonx Orchestrate Microsoft Teams set up and paste into the Messaging endpoint field of the Configuration section.

  9. Select Multi-Tenant as the Bot type.

  10. To configure a single-tenant app, select Single-tenant as the Bot type. Enter the app registration's App Tenant ID and click Apply.

Creating your Microsoft Teams app

  1. Go to the Microsoft Teams Developer Portal, and log in with your admin credentials.

  2. On the Apps tab, click New App.

  3. Enter your app name, and click Add.

  4. On the Basic information page, enter app names, app ID, descriptions, developer information, and app URLs, and then copy and paste your app ID into Application (client) ID. Click Save.

  5. In the Configure section, select App features, and then Bot.

  6. On the Select an existing bot page, select your bot.

  7. In the Select the scope in which people can use this command section, select Personal, Team, and Group Chat.

  8. Click Save, but keep the window open.

  9. Click Publish to publish your bot. Select an option that best fits your use case.

Finding tenant ID

  1. Navigate to the Microsoft Entra ID. You can either find it in the menu or use the search bar to find Microsoft Entra ID.

  2. Navigate to Properties under the Manage section.

  3. You can find your Tenant ID (also referred to as Directory ID) in the Tenant ID section. You can copy it and keep for future use.

Finding client secret ID

  1. In the Microsoft Azure Overview page, click the hyperlink Add a certificate or secret next to Client Credentials.

  2. In the Certificates & secrets page for token creation, click New client secret.

  3. Enter a description and then select Recommended 180 days.

  4. Click Add.

  5. The string under Value is your client secret ID. You can copy the string value and keep it for future use.

    Note: You must generate a new value before the current one expires on day 180.

Creating a Microsoft Teams Channel

  1. From the menu Menu icon, select Chat.

  2. Click Manage agents.

  3. Open your agent. You can use one of the following options to open an agent.

    • If you know the name of your agent, use the search bar to search for your agent based on its name.

    • To find an agent from the catalog, use the Discover option.

    • To create a new agent based on your requirements, use the Create agent option.

  4. Click on the agent. Go to Channels > Teams and choose your environment.

  5. Click Create New to create a new Teams channel.

Configuring the Microsoft Teams

  1. The Get Started page provides a summary of the setup process. Click Next.

  2. Follow the instructions on App registration to fill up the details in the App registration page.

  3. Enter the tenant ID in the Tenant ID field. To find the tenant ID, see Finding tenant ID.

  4. Enter the client secret in the Client secret field. To find the client secret ID, see Finding client secret ID.

  5. Click Next.

  6. Follow the instructions on Creating your bot to fill up the details for Create your bot page.

  7. Enter the application ID in the Application (client) ID field.

  8. Enter the generated endpoint from the Messaging endpoint field in the Tenant ID. Click Next.

  9. Follow the instructions on Creating your Teams app to fill up the entries in the Creating your Teams App.

  10. Click Finish to complete the set up.

You can view the Microsoft Teams that are successfully connected under the respective environments. Click the vertical ellipsis button overflow_menu to edit or delete the Microsoft Teams from that agent environment.