Microsoft Teams

Win more deals by connecting your Microsoft Teams channels to Opine.

If your team and customers use Microsoft Teams to communicate with each other, you’ll want to connect relevant Teams channels to deals in Opine so that Opine AI can automatically identify blockers, next steps, or insights from Teams discussions.

There are two steps to configuring Teams:

  1. Connect Microsoft Teams to Opine

  2. Connect your customer channels to each deal

Connect Microsoft Teams to Opine

Follow these steps to connect Teams to Opine:

1

Navigate to the Microsoft Teams integration settings in Opine

  1. Click Settings at the bottom of the main navigation

  2. Under Organization click Integrations

  3. Click on the Microsoft Teams integration

2

Click to connect

Click the Connect button in the top right:

3

Authenticate with your Microsoft credentials

Microsoft's authorization page is presented so you can login or choose the appropriate account.

Please note:

  • The integration is designed to work with Microsoft Teams for Businesses. Free editions are not supported.

4

Authorize Opine to connect to Teams

You must have the necessary permissions to grant admin consent to the Opine Teams application because it processes messages without a user present. You may need to ask someone with administrative authority to authorize the integration for your organization.

On the authorization screen you’ll be asked to grant permissions to Opine to access your Teams. Click Accept to grant Opine access.

The following permissions are requested by the Opine app during authorization:

  • User.Read: Sign in and read user profile.

  • User.ReadBasic.All: Read all users' basic profiles.

  • Team.ReadBasic.All: Get a list of all teams. Only teams you select will be used to list channels.

  • Channel.ReadBasic.All: Read the names and descriptions of all channels. Only channels of selected Teams are presented for association to deals.

  • ChannelMessage.Read.All: Read all channel messages. Only messages in channels associated to deals are read.

  • OnlineMeetings.Read.All: Read online meeting details. Only meetings having transcripts are read, only those that are associated with analyzed deals.

  • OnlineMeetingArtifact.Read.All: Read online meeting artifacts.

  • OnlineMeetingTranscript.Read.All: Read all transcripts of online meetings.

Important: Online meeting transcript access requires an application access policy is configured in the Microsoft tenant to grant the Opine application permission to read users' transcripts. Only the user's included in the access policy are accessible to Opine. It is possible to grant access to all users (global grant). Microsoft's documentation is the best source for details on completing this configuration.

Identify the Opine app registration using its unique identifier: ebebe961-ba8a-458f-977f-66a052b41e39

Connect your customer channels to each deal

Opine supports two types of Slack channels for ingestion:

  1. Customer Channel: Use this for channels your customers are added to, to capture direct communications between you and your customers.

  2. Internal Channel: Use this for channels your internal team uses for discussions about the deal, providing critical internal context.

We recommend that you connect both channels to Opine.

1

Connect your deal channels to Opine

To add channels to a deal in Opine:

  1. Click Deals in the main navigation in Opine.

  2. Locate the Deal you want to connect and click on it.

  3. Click the Settings button in the Deal view.

  4. Under Connections, specify the channels you want to connect

Updating permissions

From time to time, Opine may need additional permissions to enable new features or adapt to permission changes.

Any user in your Microsoft organization who is authorized to grant admin consent can quickly update these permissions by clicking the Update Permissions button and following Microsoft's authorization process.

PreviousSlackNextZoom

Last updated