Integrating Microsoft Teams with Momentum AI - Momentum
Installing Momentum for Teams
Only users with an email address in Active Directory/Microsoft Entra will be imported. The email address is used to match this user with accounts in other platforms such as Salesforce.
1. Login in Momentum
Connect the Microsoft Teams integration by navigating to the My Integrations screen and sign in to the Microsoft Teams integration. A user must take this step before installing our app in Teams!
Depending on your organization’s settings in Microsoft Entra, you may be required to request permission to authorize Momentum. After receiving approval, you may be required to repeat this sign in step again. Once your login is completed, the Momentum App will be submitted to your organization’s Teams App Marketplace. You will need a Teams Administrator to approve the app before installing it in your team.
2. Approve the Momentum App
You will need your Teams Administrator to complete this step.
In the Teams Admin Center, navigate to Teams apps > Manage apps!
Search for momentum in the list of apps and open the application. On the main screen, click Publish.
Once the app has been published, you will need to Grant Admin Consent. Navigate to the Permissions tab and click Grant admin consent in the yellow bar that appears. Click on the Momentum app. Click on the Permissions tab. Under Required Permissions click Grant admin consent!
Sign in and accept the requested permissions.
3. Enable Direct Messaging
Momentum must be installed for each user that will receive direct messages from the Momentum bot. Continuing from the previous step, select the Users and Groups tab. Click on Install App or Edit installs!
Select which users or groups you want to enable Momentum for, or enable for all users and click Apply!
4A. Install Momentum as a Teams Admin
For instructions on how to add Momentum to a Team as a Team Owner, proceed to step 3B below.
Return to Teams apps > Manage apps. Search for the Momentum app again and click on the checkbox to the left of it!
Click Add to team. Select which teams you’d like to install Momentum. You’ll need to repeat this step for each team. Team owners may also add Momentum through the Teams interface!
Once installed, the Momentum bot will post a message to the General channel of each installed Team!
4B. Install Momentum as a Team Owner
Once the Momentum Teams app has been approved by your administrator, any Team Owner can add Momentum to their Team. In the Chat tab, find the team you’d like to add Momentum to. In this example we’ll be adding this to Demo Team.
Mouse over the team you want to configure and click on the three dot menu!
Select Manage team!
Select the Apps tab.
On smaller screens, this may be a menu below the team name!
On the Apps screen, click + Get more apps. Momentum should appear in the Built for your org section. If it doesn’t appear there, you may need to click See all!
Click Add or Open. You may be prompted to select a channel, this will set the first channel for messages to appear!
Select a channel and click Go. After a few seconds, Momentum will post a message to your channel confirming installation!
Required Permissions
The Momentum Teams integration is in early preview and permissions listed below may be subject to change. Users may need to reauthorize to add or remove permissions as they change.
Permissions for Momentum are required to be approved in two places: Microsoft Entra Admin Enterprise Apps and Teams Admin Application permissions:
Channel.ReadBasic.All- read lists of channels, so that admins may select a channel as a destination for notifications.ChannelMessage.Send.Group- post notifications to channels and messages.Team.ReadBasic.All- read lists of teams and their channels.TeamMember.Read.AllTeamMember.Read.GroupUser.Read.All- read user details, including email addresses. Email addresses are used to correlate users across systems such as Zoom, Salesforce, etc.
Delegated permissions:
AppCatalog.Submit- upload the Momentum app to your Team.Files.ReadWrite.All- upload and attach files (e.g. video clips) to messages.offline_access- access the Microsoft Graph API to periodically synchronize lists of users and channels, post messages at any time.