Configure Notifications for Microsoft Teams in Outreach

Objective

Provide guidance on configuring and using Outreach notifications for Microsoft Teams.

Applies To

• Outreach Users

• Outreach Admins

• Microsoft Teams

Procedures

Feature Enablement

1. Log in to Outreach as an Admin.
2. Click Administration > Organization > Org info > General.
3. Navigate to Microsoft Teams notifications.
4. Connect the app by following the prompts.

Integration for Microsoft Teams is enabled at the instance level using OAuth. Once connected, Outreach attempts to automatically map Outreach users to their corresponding Microsoft Teams users and install Outreach Microsoft Teams app on their behalf. 

If the mapping and install is successful, users can start receiving notifications via Microsoft Teams and configure Microsoft Teams app as their preferred notification channel.

User Notifications

1. Log in to Outreach as user.
2. Click Personal settings > Notifications.
3. Toggle on Teams and the desired notification activity.
   
4. Click Save.