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EBS: Implementing Microsoft Teams as a Delivery Method

Updated
Sarah Venezio
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Topic

Organizations that utilize Microsoft Teams can integrate it with Everbridge Suite to send Notifications to their contacts. This article describes implementing it as a new integration.

Description

Feature Scope

Before starting the implementation process, consider the capabilities and limitations of its scope. This integration allows:

  • Organizations to send Everbridge Notifications to their contacts via Microsoft Teams.
  • Recipients to confirm receipt and respond to polling questions. 

This integration will not:

  • Utilize other Teams features, such as allowing contacts to join a Teams conference call or group chat. 
  • Support custom Teams messages. 

In addition to the above, the initial version of this integration lacks the following future functionality:

  • Two-way communications. Responses are currently only supported via Buttons. 
  • Requiring authentication or opt-ins from contacts to receive messages in Teams. Once the app has been installed and the Delivery Method configured in the Contact Record, they can receive messages.

Requirements

The following criteria must be met to successfully implement Microsoft Teams as a Delivery Method:

  • The customer must have a Microsoft Teams client.
  • Teams administrators must have the appropriate permissions.
  • The Everbridge Teams bot is installed from the Microsoft Appsource Store. 

New Implementation

To implement a fresh instance of this integration as a Microsoft Teams administrator:

  1. Ensure that your users/contacts/employees have permission and can log in to their Microsoft Teams App.
    Microsoft Teams Login.jpg
  2. Go to App Setup Policies. Select Global (Org-wide default).
    MS Teams Integration Set Up App Policies.jpg
  3. Click on Add apps and search for “Everbridge” in the Add installed apps pop-up, then click the Add button.
    MS Teams Integration Add Everbridge App.jpg
  4. The bot will appear under the Installed Apps section.
    MS Teams Integration Bot Installed.jpg
  5. Click Save at the bottom of the page and Confirm in the confirmation modal that appears. 
    MS Teams Integration Confirmation Modal.jpg
  6. The Everbridge Teams app will appear in Microsoft Teams for each user in the tenant.
    MS Teams Integration App Now Available.jpg
  7. After the app has been added, all users within the tenant will receive a welcome message in the Everbridge Teams app. If you do not receive a welcome message, please uninstall the app and try the New Implementation procedure again. You will not receive Teams messages from Everbridge if you do not receive a welcome message. 
    MS Teams Delivery Method Welcome Message.png
  8. Log in to the Organization level in the Manager Portal and navigate to Settings > Organization > Notifications > Delivery Methods, where you can add MS Teams as a Delivery Method for the Organization: 
    MS Teams Delivery Method Add Delivery Method.png
  9. Once the MS Teams Delivery Method has been added to the Organization, configure it for your contacts by either:
    • Manually updating each Contact Record.
    • Performing a Contact Upload.
      MS Teams Delivery Method on Contact Record.png
      • NOTE: The Device Address for the Microsoft Teams Delivery Method will be the user’s chat information in the Teams tenant (i.e., name@domain.com).
  10. Once a Contact Record includes the MS Teams Delivery Method, the contact can receive Notifications from Everbridge within Microsoft Teams. 

Troubleshooting

Issue Potential Solution
Unable to install Everbridge Teams App from Microsoft AppSource.
  • Check for proper permissions to install the app on the Organization’s Microsoft Client/Tenant.
  • Contact Microsoft Teams Support.
The Everbridge Teams App is not installed for a user.
  • Check if the user is in the Tenant.
  • Contact Microsoft Teams Support.
An employee or contact is not receiving Everbridge Notifications in Teams.
  • Check if the Everbridge Teams App is installed.
  • Check if the MS Teams Delivery Method is configured.
  • Check if the device address is correct.
  • Confirm if the user received the “Welcome” message after installing the app. If not, and everything else is correct, contact Everbridge Support.
Contacts cannot Confirm or select Polling options (no reply that their response was received).
  • Check that the Everbridge Teams App is installed.
  • If the app is installed, contact Everbridge Support.
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  • Matthew Rey

    These instructions omit the required step of adding the Delivery Method in the Organizational Settings, under Settings -> Organization -> Notifications -> Delivery Methods

    It would be great, for customers that have custom tenant email addresses, to select a checkbox or mapping page where we can say MS Teams address should be the same as Email Address 1.

    1
  • Secops

    How do you get Everbridge alerts to show on a locked/unlocked screen on iOS devices? Notification settings are configured to allow alert messages but nothing shows up when an alert message is sent to the user - only a red dot on the MS Teams app, and the Everbridge app in the Teams app.

    0