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Microsoft Teams Integration

Veezoo's Microsoft Teams integration lets you deliver scheduled Agent and Board results directly to Teams channels or as direct messages.

Overview​

The Teams integration uses an Azure Bot to send messages. The setup involves two steps:

  1. Connect — An admin performs a one-time OAuth authorization to link your Veezoo organization to your Microsoft tenant.
  2. Install the bot — The Veezoo Teams app must be installed (sideloaded) into each team where you want to deliver results.

Prerequisites​

  • A Microsoft 365 tenant with Teams enabled.
  • Permission to install custom apps in Microsoft Teams, or a Teams administrator who can upload the app via the Teams Admin Center (no sideloading permissions needed for that route).

Connecting Microsoft Teams​

A Veezoo Admin connects the Microsoft tenant once for the entire organization. The person connecting must also have permission to consent to apps in Microsoft Entra ID (formerly Azure AD), or an Entra ID administrator must grant consent on their behalf.

  1. Go to Admin > Integrations.
  2. Find the Microsoft Teams card and click Connect.
  3. Sign in with your Microsoft account and authorize the Veezoo app.
  4. On success the card shows a green Connected badge.
tip

If you see a "Need admin approval" error during the connect step, ask your Entra ID administrator to grant consent for the Veezoo app. The error message will include a link they can use. If you continue to have trouble connecting, contact us at support@veezoo.com with your Microsoft tenant ID (found in the Azure Portal under Microsoft Entra ID > Overview) and we can help set it up for you.

info

Connecting only links your Veezoo organization to the Microsoft tenant. You still need to install the bot app in each team (see below).

Installing the Bot in Teams​

After connecting, you need to install the Veezoo Teams app in the teams where you want to deliver results.

  1. Download the Teams app package: veezoo-teams-app-1.0.0.zip
  2. In Microsoft Teams, right-click the team → Manage team → Apps → Upload an app.
  3. Select the .zip file.
  4. Repeat for each team that should receive Veezoo deliveries.

Once installed, the Integrations card will show Installed in N teams.

tip

You can check which teams have the bot installed by hovering over the "Installed in N teams" text on the Integrations page.

For IT administrators

Instead of installing the app per team, you can upload the app package in the Teams Admin Center under Manage apps, then use Add to team to install it directly in the desired teams.

caution

Once the bot is installed in a team, all users in your Veezoo organization can select that team's channels as delivery targets — not just the person who installed the app. Keep this in mind when installing the bot in teams with sensitive channels.

Scheduling Deliveries to Teams​

  1. Open an Agent or Board and go to the schedule configuration.
  2. Under Deliver to, check Microsoft Teams.
  3. Choose a delivery mode:
    • Direct message to me — sends you a personal chat message via the bot.
    • Channel — select a team and channel to post to.
  4. Save the schedule.

You can enable multiple delivery targets (Email, Slack, Teams) at the same time.

note

Teams delivery works with standard channels and direct messages. Private and shared channels are not currently supported.

Disconnecting​

  1. Go to Admin > Integrations.
  2. Click Disconnect on the Microsoft Teams card.

Existing schedules with Teams delivery will stop working until Teams is reconnected.

Troubleshooting​

No teams shown after connecting​

Make sure the Veezoo Teams app has been installed in at least one team. The bot can only discover teams where the app is installed. After installing, it may take a few minutes for the team to appear.

I can't upload the app in Teams​

Your organization may have disabled custom app uploads. Ask your Teams administrator to upload the app via the Teams Admin Center instead — this does not require sideloading to be enabled.

I don't see a channel I expect​

The bot can only list channels in teams where it is installed. Verify the app is installed in that team.

Why does the first channel appear as [General]?​

Microsoft's bot API does not currently return the display name of the first/default channel reliably. If your team renamed the default General channel, Veezoo may still show it as [General] in the picker.

Posting to a private or shared channel fails​

Private and shared channels are not currently supported. Use a standard team channel or direct messages instead.

Messages are not being delivered​

  • Verify that Teams is still connected on the Integrations page.
  • Check that the bot app is still installed in the target team.
  • For Direct message to me, verify that the email address on your Veezoo user account matches your Microsoft Teams email address.
  • For private or shared channels, switch to a standard team channel instead.
  • If issues persist, try removing and re-adding the app in the affected team.

Why does the image appear as a separate post?​

Board images are sent as attachments. In Teams, they can render differently depending on the view:

  • In Thread view, the image usually appears at the end of the message.
  • In Post view, Teams may render the image as a separate post.

This is currently a limitation of how Teams displays these attachments.

Still need help?​

If the steps above do not solve the issue, contact us at support@veezoo.com.