Microsoft Teams Integration¶
Overview¶
The Microsoft Teams integration sends notifications, renders initiative tabs, and supports adaptive card interactions. It is the preferred channel for organizations standardized on Microsoft 365.
Who this is for¶
- Admin
- End User
- Developer
Prerequisites¶
- Microsoft 365 tenant admin consent to install Teams apps.
- ValuePact Organization Admin role.
- Azure AD app registration (auto-created during setup).
Step-by-step instructions¶
1. Install the Teams app¶
- In ValuePact, go to Administration > Integrations > Microsoft Teams.
- Click Install.
- You are redirected to Microsoft consent. Grant permissions for
ChannelMessage.Send,TeamsTab.ReadWrite.All, andUser.Read. - Select the team where ValuePact should operate.
2. Configure notifications¶
- Open Administration > Configuration > Notifications > Teams.
- Choose event types to publish.
- Map each event to a Teams channel.
- Save and send a test message.
3. Add the ValuePact tab¶
- In Teams, open a channel.
- Click the + icon to add a tab.
- Select ValuePact from the app list.
- Choose the view: Portfolio Dashboard, Initiative Detail, or Executive Summary.
- Sign in once to link your ValuePact account.
4. Use adaptive cards¶
When an approval request is sent to Teams, the adaptive card includes: - Initiative summary - Approve / Reject / Request Changes buttons - Comment field
Actions are recorded in ValuePact immediately and reflected in audit logs.
5. Verify connectivity¶
- Create a test initiative.
- Submit it for approval.
- Confirm the adaptive card appears in the designated channel.
- Approve via Teams and verify the status updates in ValuePact.
Permissions required¶
| Role | Permission | Scope |
|---|---|---|
| Admin | Configure Teams integration | Organization |
| Admin | Manage notification rules | Organization |
| User | Interact with tabs and cards | Own tenant |
Limits and guardrails¶
- Limit Adaptive card size: 28 KB.
- Limit Tabs per team: 16 (Microsoft limit).
- Limit Message rate: 50 per minute per connector.
Troubleshooting¶
Issue: Tab shows 'Sign in required' repeatedly
Cause: The Azure AD token expired, or conditional access policies block silent refresh. Resolution: 1. Sign out and sign back in via the tab. 2. Ask your Microsoft 365 admin to verify conditional access policies for valuepact.ai. 3. Re-consent the app in Azure AD.
Issue: Adaptive card buttons do nothing
Cause: The Teams connector URL changed, or the bot was removed from the team. Resolution: 1. Verify the bot is a member of the team. 2. In ValuePact, click Repair Connection. 3. Re-test with a new approval request.
Issue: Notifications arrive late
Cause: Microsoft Teams webhook endpoints throttle under high load. Resolution: 1. Check Teams service health in the Microsoft 365 admin center. 2. Reduce notification volume by disabling non-critical event types. 3. Use email as a fallback for time-sensitive alerts.
Related pages¶
Escalation path¶
| Severity | Condition | Contact |
|---|---|---|
| P3 | Tab or card questions | #valuepact-support Slack |
| P2 | Teams integration down for tenant | support@valuepact.ai |
| P1 | Authentication bypass or data exposure | security@valuepact.ai |