---
title: Integrate Microsoft Teams with Engagedly
description: Microsoft Teams (MS Teams) is a collaboration platform that serves as a workspace channel for teams within organizations.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Integrations](https://help.engagedly.com/integrations?hsLang=en)
3. [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)

# Integrate Microsoft Teams with Engagedly

### **Table of contents**

1. [Introduction](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#intro)
2. [Admin setup](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#admin-setup)
3. [Employee setup](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#emp-setup)
   
   3.1. [Connect MS Teams with Engagedly](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#connect)
4. [Notifications, events, and actions](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#after-inte)
   
   4.1. [Social](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#social)
   
   4.2. [Goals](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#goals)
   
   4.3. [Team Pulse](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#team-pulse)
   
   4.4. [Feedback](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#feedback)  
   4.5. [Meetings](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#meetings)  
   4.6. [Surveys](https://help.engagedly.com/integrate-microsoft-teams-with-engagedly#surveys)

### **1. Introduction**

Microsoft Teams (MS Teams), part of Microsoft 365, is a widely used collaboration platform that enables teams to communicate, collaborate, and manage work within a shared workspace.

With the Engagedly integration, employees can receive notifications and interact with actionable messages directly within MS Teams. These messages include interactive elements that allow employees to perform actions without leaving the Teams interface.

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

**📒Note:** This document covers the integration setup for both Tangerine (V2) and Indigo (V3). Screenshots are captured from Indigo (V3), so the user interface may vary slightly in Tangerine.

### **2. Admin setup**

Admins must [contact our support team](mailto:support@engagedly.com) to enable MS Teams for their organization. Once enabled, employees can connect their individual MS Teams accounts.

**📒Note:** Admin configuration is required before employees can use this integration.

### **3. Employee setup**

After enabling MS Teams, employees can connect their individual MS Teams accounts with Engagedly.

#### **3.1. Connect MS Teams with Engagedly**

###### **Prerequisites**

- Access to both MS Teams and Engagedly.
- MS Teams enabled for your organization.

1. Log in to Engagedly.
2. Click your profile picture at the top right and select **Account Settings**.

📒**Note:** In Tangerine (V2), click your profile picture at the top right and select **Manage Profile**.

     3.  Go to the **Integrations** tab.

     4.  Click **CONNECT** for "Microsoft Teams".

![Integrate MS Teams with Engagedly1](https://help.engagedly.com/hs-fs/hubfs/Integrate%20MS%20Teams%20with%20Engagedly1.jpg?width=670&height=291&name=Integrate%20MS%20Teams%20with%20Engagedly1.jpg)

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

     6.  Enter your password and click **Sign in**.

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

###### **To disconnect:**

Follow steps 1 to 3, then click **DISCONNECT** for ”Microsoft Teams”.

### **4. Notifications, events, and actions**

After integration, employees receive MS Teams notifications for specific events in Engagedly and can perform certain actions within MS Teams.

#### **4.1. Social**

**Trigger events in Engagedly**

- Share status, ideas, knowledge, or ask for help

**Notifications in MS Teams**

**Dynamic actions:**

- Like a post
- Remove their like from a post
- Comment on a post
- Upvote or downvote an idea
- Comment on an idea

**Static notifications:**

- The post owner is notified when others like the post, like a comment, or upvote an idea.

#### **4.2. Goals**

**Trigger events in Engagedly**

- Admin, manager, or assigner nudges you
- Admin nudges a manager about their direct reports' goals
- You are mentioned in a goal
- Your goal is aligned
- Check-in reminders
- Others are added to your goals discussion

**Notifications in MS Teams**

**Dynamic actions:**

- Mark a goal as contributing
- Add comments or key results to a goal
- Check-in the goal
- Manager can add comments about their direct report’s goals

**Static notifications:**

- Update a goal or key result

#### **4.3. Team Pulse**

**Trigger events in Engagedly**

- Team pulse is due for your submission
- Direct reports submit their responses
- Manager reviews their direct reports’ responses

**Notifications in MS Teams**

**Dynamic actions:**

- Submit your responses
- Manager reviews their direct reports’ responses

**Static notifications:**

- Admin launches a team pulse

#### **4.4. Feedback**

**Trigger events in Engagedly**

- Others request feedback
- Anyone is praised

**Notifications in MS Teams**

**Dynamic actions:**

- Respond to the feedback request
- Comment on feedback
- Comment on praise

**Static notifications:**

- Others like your praise

#### **4.5. Meetings**

**Trigger events in Engagedly**

- Review upcoming meeting and add discussion points
- Review concluded meeting
- Organizer or other participants nudge you

**Notifications in MS Teams**

**Dynamic actions:**Not applicable

**Static notifications:**

- Review upcoming meeting and add discussion points
- Review concluded meeting
- Organizer or other participants nudge you

#### **4.6. Surveys**

**Trigger events in Engagedly**

- Analytics is available
- New assignment is created as per the recurrence set
- You are added as a co-author
- You are assigned a survey
- You are nudged to complete the survey
- Survey submission

**Notifications in MS Teams**

**Dynamic actions:**Not applicable

**Static notifications:**

- Analytics is available
- New assignment is created as per the recurrence set
- You are added as a co-author
- You are assigned a survey
- You are nudged to complete the survey
- Survey submission

 

 

- [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content)

    - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3)
    - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3)
    - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2)
    - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2)
    - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/getting-started?hsLang=en#faqs)
- [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/marissa-ai?hsLang=en#getting-started)
    - [Configuration and Policy](https://help.engagedly.com/marissa-ai?hsLang=en#configuration-and-policy)
    - [HR Agent Overview](https://help.engagedly.com/marissa-ai?hsLang=en#hr-agent-overview)
    - [App-Specific Agents](https://help.engagedly.com/marissa-ai?hsLang=en#app-specific-agents)
    - [FAQs](https://help.engagedly.com/marissa-ai?hsLang=en#faqs)
- [Analytics](https://help.engagedly.com/analytics?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/analytics?hsLang=en#overview)
    - [Analytics Dashboard](https://help.engagedly.com/analytics?hsLang=en#analytics-dashboard)
    - [FAQs](https://help.engagedly.com/analytics?hsLang=en#faqs)
- [Engagedly Mobile App](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#overview)
    - [Admin and Manager Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#admin-and-manager-features-in-mobile)
    - [Employee Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#employee-features-in-mobile)
- [Butterfly EI](https://help.engagedly.com/butterfly-ei?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/butterfly-ei?hsLang=en#getting-started)
    - [Pulse Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#pulse-survey)
    - [Instant Feedback](https://help.engagedly.com/butterfly-ei?hsLang=en#instant-feedback)
    - [Nurture Stream](https://help.engagedly.com/butterfly-ei?hsLang=en#nurture-stream)
    - [Yearly Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#yearly-survey)
    - [Exit Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#exit-survey)
    - [Response Submission](https://help.engagedly.com/butterfly-ei?hsLang=en#response-submission)
    - [Understand Butterfly Survey Reports](https://help.engagedly.com/butterfly-ei?hsLang=en#understand-butterfly-survey-reports)
    - [FAQs](https://help.engagedly.com/butterfly-ei?hsLang=en#faqs)
- [Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#main-content)

    - [Get Started with Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#get-started-with-talent-mobility)
    - [Discover Talent](https://help.engagedly.com/talent-mobility?hsLang=en#discover-talent)
    - [Manage Talent](https://help.engagedly.com/talent-mobility?hsLang=en#manage-talent)
    - [Plan Succession](https://help.engagedly.com/talent-mobility?hsLang=en#plan-succession)
    - [FAQs](https://help.engagedly.com/talent-mobility?hsLang=en#faqs)
- [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/goals-and-okrs?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2)
    - [Goals (Pre-Tangerine: V1)](https://help.engagedly.com/goals-and-okrs?hsLang=en#goals-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/goals-and-okrs?hsLang=en#faqs)
- [Growth](https://help.engagedly.com/growth?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/growth?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/growth?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/growth?hsLang=en#faqs)
- [Performance](https://help.engagedly.com/performance?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/performance?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/performance?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/performance?hsLang=en#faqs)
- [360 Feedback](https://help.engagedly.com/360-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/360-feedback?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/360-feedback?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/360-feedback?hsLang=en#faqs)
- [360 Feedback (Indigo)](https://help.engagedly.com/360-feedback-indigo?hsLang=en#main-content)

    - [Get Started with 360 Feedback](https://help.engagedly.com/360-feedback-indigo?hsLang=en#get-started-with-360-feedback)
    - [Launch a 360 Feedback Cycle](https://help.engagedly.com/360-feedback-indigo?hsLang=en#launch-a-360-feedback-cycle)
    - [Manage 360 Feedback Cycles](https://help.engagedly.com/360-feedback-indigo?hsLang=en#manage-360-feedback-cycles)
    - [Manage Nominations and Participation](https://help.engagedly.com/360-feedback-indigo?hsLang=en#manage-nominations-and-participation)
    - [Manage 360 Feedback Submissions](https://help.engagedly.com/360-feedback-indigo?hsLang=en#manage-360-feedback-submissions)
    - [360 Feedback Reports and Analytics](https://help.engagedly.com/360-feedback-indigo?hsLang=en#360-feedback-reports-and-analytics)
- [Workflow](https://help.engagedly.com/workflow?hsLang=en#main-content)

    - [Get Started With Workflow](https://help.engagedly.com/workflow?hsLang=en#get-started-with-workflow)
    - [Understand Workflow Concepts](https://help.engagedly.com/workflow?hsLang=en#understand-workflow-concepts)
    - [Create and Manage Workflow](https://help.engagedly.com/workflow?hsLang=en#create-and-manage-workflow)
    - [FAQs](https://help.engagedly.com/workflow?hsLang=en#faqs)
- [Learning (LXP)](https://help.engagedly.com/learning-lxp?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/learning-lxp?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/learning-lxp?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-tangerine-v2)
    - [Admin (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-pre-tangerine-v1)
    - [Manager (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-pre-tangerine-v1)
    - [Employee (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/learning-lxp?hsLang=en#faqs)
- [Real-Time Feedback](https://help.engagedly.com/real-time-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/real-time-feedback?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/real-time-feedback?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/real-time-feedback?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/real-time-feedback?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/real-time-feedback?hsLang=en#faqs)
- [Meetings Module](https://help.engagedly.com/meetings-module?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/meetings-module?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/meetings-module?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/meetings-module?hsLang=en#faqs)
- [Coaching](https://help.engagedly.com/coaching?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/coaching?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/coaching?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/coaching?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/coaching?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/coaching?hsLang=en#faqs)
- [Team Pulse](https://help.engagedly.com/team-pulse?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/team-pulse?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/team-pulse?hsLang=en#faqs)
- [Employee Social](https://help.engagedly.com/employee-social?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/employee-social?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/employee-social?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/employee-social?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/employee-social?hsLang=en#faqs)
- [Groups](https://help.engagedly.com/groups?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/groups?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/groups?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/groups?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/groups?hsLang=en#faqs)
- [Surveys](https://help.engagedly.com/surveys?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/surveys?hsLang=en#faqs)
- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
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