Microsoft Teams

Trelica connects with Microsoft Teams using the OAuth2 protocol.

This is a straightforward and secure way to connect two applications.

It involves logging in to Microsoft Teams and confirming that you are happy to give Trelica permission to access certain data or functionality.

We recommend creating a dedicated Trelica 'bot' user for the Teams integration as messages will appear in Teams from the Entra ID / Microsoft 365 user that you use to connect the Teams integration.

The user needs:

  • the Directory Reader role in Azure
  • a valid Teams license.

We also recommend uploading a Trelica logo as the image for the user.

You should add the user to any Teams groups that you want to send messages to (public or private).
  1. Go to Admin > Integrations and find Microsoft Teams.
  2. Click on the icon to see the details of the integration.
  3. Click Connect.
  4. Click Connect again if required and you will be redirected to the login screen for Microsoft Teams.
  5. Log in using the credentials for the dedicated Trelica Teams bot user when requested, and click to grant permissions to Trelica if asked.

If you logged in successfully you will be taken back to Trelica and the integration will start running.

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