Improve your collaboration by integrating with Microsoft Teams
There are two primary functions of the MS Teams integration: exporting a project team and propagating the Forecast in-app notifications to a private channel in Teams.
- Navigate to the MS Teams integrations page in Forecast.
- Input your MS tenant/directory and click the button labelled Enable. Note: only input the tenant and nothing else. E.g. YOUR-TENANT.onmicrosoft.com, only input YOUR-TENANT.
- Follow the on-screen instruction and you should be redirected to back to the integrations page. The integration is now enabled.
Exporting a project team
Once the integration is enabled, you will see a button labelled Export to Teams, which on click will create a Team in you MS Teams account with the persons listed as members.
The persons are linked to MS Teams users by their email address, so if it is absent in either Forecast or Teams (or not identical) the users will not be linked. Once the team is created, users created in or removed from that project will be reflected accordingly in MS Teams.
Linking a project team
Using the dropdown on the right side of the export button, you can also link an existing team in MS Teams to your project team in Forecast. The dropdown will show the teams you have in MS Teams and when you select one of them, the user in MS Teams will be linked with the users in Forecast and assigned to the project in Forecast.
Once a person in Forecast is linked to a person in MS Teams, the Forecast bot will be installed for that user. The Forecast bot sends the in-app notifications, which the user normally accesses by the bell in the top-right corner of Forecast, to a conversation in MS Teams. These notifications are configurable in the same way that the other Forecast notifications are on the notification settings page.
The notification settings default to the following screenshot: