User Guide: Teams Integration

Article last updated on the 14th of May 2020.

1. Introduction

Microsoft Teams is a complete collaboration and online meetings solution. With Microsoft Teams you can host audio and/or video meetings and carry out online conferences. It also lets you communicate with other members of your organization, or even people outside your organization, through an intuitive chat feature.

This provides the users with a unique intuitive interface from which all the necessary features required for team work on various projects can be accessed.

By using automatic integration between Microsoft Teams and WorkPoint through Office 365 Groups, documents created, uploaded or edited are stored in the same location, regardless of whether the user is working through the Microsoft Teams interface, or through the WorkPoint/WorkPoint Express interface.

You can read more about Microsoft Teams specifically by visiting this link:

One use case could be instances where a specific project team wants to use Microsoft Teams to organize and work with their project. Perhaps because they are used to the Teams interface, or for some other reason.

Additionally, Microsoft Teams is integrated with Microsoft’s online office suite Office 365. This means that it is tied together with other apps such as Word as Excel, as well as cloud storage and services such as SharePoint, PowerPoint, OneNote, Planner, Power BI and Delve. As a consequence of this, any document, presentation, and spreadsheet shared within a Team are automatically synced with a copy stored in Microsoft’s OneDrive cloud storage as well as a local SharePoint environment.  This makes it easier to keep track of all of the Team’s shared documents, and to not miss any updates, both in communication and in documents.

Microsoft Teams also has the capability to connect to outside services such as GitHub, Zendesk, Evernote, and SAP SuccessFactors. It can even connect to businesses' own internal apps through an API.

Access to files, internal sites and dashboards is controlled by Office 365 Groups and SharePoint. Users can create a new Group or attach the Team to an already existing one when creating the Team.

Security-wise Teams meet all the same security standards as Office 365 and is Office 365 Tier C compliant. The service enforces two-factor authentication, single sign on through Active Directory, and encryption of data in transit and at rest.

   1.1. Connecting WorkPoint to Teams

It is possible to activate integration to Microsoft Teams in WorkPoint. The integration links entities to Microsoft Teams through Office 365 Groups. On each individual business module Office 365 Groups can be activated, given the use of the one-site architecture with the one-site-pr-entity option.

Once an entity has been connected to an Office 365 Group, a Microsoft Teams site is automatically created for that entity.

When activated, WorkPoint can automatically make sure that an Office 365 Group is created for each entity, which is linked to the site collection that WorkPoint set up. It Is, however, optional whether WorkPoint should create an Office 365 Group for each entity. This means that for e.g. a Projects module it is possible for some entities to have Team/Office 365 Group integration, while others do not.

It is also possible to make the creation of the Office 365 Group happen when certain conditions are met. An example would be that the Office 365 Group should not be created until a Project reaches the “Active” stage. All these functions can be done through Action Management.

2. User guide

In the following example, we have set up an action of type "Connect to Office365 Group", along with a manual trigger which is activated by a MyTools button.

With this configuration, it is possible to connect an entity, which is not yet connected to a Microsoft Team, in the following way:

Design of Bike0016 - Home - Google Chrome
  1. Click the MyTools button created to execute the trigger which connects the entity to a Microsoft Team.

A window with the following message appears:

WorkPoint is now connecting the entity to an Office 365 Group and to a Microsoft Team.

Once the process is complete, the following icon appears in the Entity Details panel:

Design of Bike0045 - Home - Google Chrome
  1. Clicking the Teams icon takes you to the associated Microsoft Team for the entity.

Note that it is possible to use other forms of triggers to facilitate the connection between entities and Microsoft Teams. One example is the Entity Creation trigger. When this trigger is used to facilitate the connection, a Microsoft Team is created for the entity upon creation. Thus, no further action is required by the user to set up a Team for an entity, as the entity is born with a Team associated.

Have more questions? Submit a request