Workspace Channel Integrations
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      Integrate Microsoft Teams with Engagedly

      Table of contents

      1. Introduction
      2. Integration
      3. Connection
      4. After integration

      1. Introduction

      Microsoft Teams (MS Teams) is a collaboration platform that serves as a workspace channel for teams within organizations.

      Integrating MS Teams with Engagedly allows employees to interact with messages directly in MS Teams. The messages are actionable, including interactive elements, enabling employees to perform actions without leaving the MS Teams platform. This can enhance employee engagement and productivity by streamlining workflows and minimizing the need to switch between applications.

      2. Integration

      Admin must contact our support team to enable MS Teams integration with Engagedly for their organization. The integration allows all employees to connect their MS Teams and Engagedly accounts.

      3. Connection

      After integration, all employees can connect their MS Teams and Engagedly accounts.

      Prerequisites

      • Access to Engagedly and MS Teams applications.
      • MS Teams must be enabled for the organization.

      Navigate to your Engagedly account.

      1. Click your profile picture at the top right and select Manage Profile.
      2. Navigate to the INTEGRATIONS tab.
      3. Click CONNECT for the Microsoft Teams application.

      MS Teams1

        4.   In the Microsoft sign-in window, enter your email ID and click Next.

        5.   Enter your password and click Sign in.

      Your MS Teams account is successfully integrated with your Engagedly account.

      You can disconnect the connection anytime if required.

      Follow steps 1 and 2 and click DISCONNECT for the Microsoft Teams application.

      4. After integration

      After integrating with Engagedly, employees receive MS Teams notifications for specific events in the Engagedly modules and can perform the following actions within MS Teams.

      Engagedly

      MS Teams

      Module

      Event/Action

      Dynamic notification (perform action)

      Static notification

      Social

      When others share

      • Status
      • Ideas
      • Help
      • Knowledge
      • Like the post
      • Remove your like from a post
      • Comment on the post
      • Upvote, downvote, and comment on ideas

      The post owner receives a notification if anyone

      • Likes the post
      • Like a comment
      • Upvote an idea

      Goal
      • When the admin or manager nudges employees
      • When you are mentioned in a goal
      • When your goal is aligned
      • Check-in reminders
      • When others are added to the goals discussion
      • When the admin, manager, or assigner nudges you
      • When an admin nudges a manager about their direct reports' goals
      • Mark a goal as contributing
      • Add comments and key results to a goal
      • Check in the goal
      • Manager can add comments about their direct report’s goals
      Learn more about Notifications in Goals.
      • When the goal or key result status is edited and updated
      • When the goal or key result status is deleted
      • When the goal or key result is assigned
      • When the goal assigner is changed
      • When the key result owner is changed
      • When the admin or manager nudges the goal owner
      • When you are mentioned in a goal
      • When the key result is converted to a goal
      •  When your goal is aligned
      • When the manager unaligned your goal
      • When your goal is followed by someone
      • When the goal is locked and unlocked
      • When the goal is archived and marked active
      • When the manager marked a goal contributing to your goal
      • When the manager removes the contributing goal

      Team Pulse
      • When team pulse is due for employees to submit responses
      • When direct report’s submit responses
      • When managers submit their review for direct report’s
      • Employees can submit responses
      • Manager can review their direct reports’ responses
      • When admin launches team pulse

      Feedback
      • When others requested feedback
      • When anyone is praised in the organization
      • Share feedback
      • Comment on the feedback
      • View praise
      • Like praise
      • Comment on praise
      • When anyone likes your praise

      MS Teams and Engagedly integration enhances employee engagement and productivity by streamlining workflows and minimizing the need to switch between applications.