Direct Integrations
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      Microsoft Teams Integration

      How to set up and use the direct integration with Microsoft Teams to bring call times and durations into Produce8.

       

      Table of Contents

      1. About Microsoft Teams Calls 
      2. Setup: Adding the Microsoft Teams Integration to your account
      3. Setup: Adding the Direct Integration (calls) to an existing Microsoft Teams app
      4. Authorizing the Microsoft Teams Integration 
      5. Removing the Microsoft Teams Integration 
      6. Using Microsoft Teams "Time in Calls" and "Status" Data 

      About Microsoft Team Calls 

      Time in Calls is the amount of time in hours and minutes that you spend on call events in the collaboration tools that Produce8 integrates with. This calculation will not show up on your dashboard if the total duration for all apps is less than 30 mins for a given day. This metric is based on your local timezone.

      Adding the Microsoft Teams Integration To Your Account

      If you don't already have a Microsoft Teams app in your Produce8 account, then follow these steps to create a new app.  

      If you already have a Microsoft Teams app in your account, then skip to the next section to add the Direct Integration (Calls) to the existing app.

      1. Navigate to the Apps settings page in your Produce8 account by clicking your name at the top right of the page and selecting Apps.
      2. Click Add an App.

        Add and App
      3. Use the search bar to find Microsoft Teams, then select it by clicking the checkbox and click Create 1 App.

        Add MS Teams
      4. Choose the Workspace(s) that you want MS Teams activities to be displayed in, then click Add to Workspaces at the bottom of the page.

        Pick Your Workspaces
      5. Success! Now that you've created the Microsoft Teams App, click Configure to complete the authorization flow to connect to your Microsoft Teams account. (Skip to the Authorizing the Microsoft Teams Integration section below.)

        App Created Successfully

      Adding the Direct Integration to an existing Microsoft Teams app

      Follow these steps if Microsoft Teams has already been added to your Produce8 account.

      1. Navigate to the Apps settings page in your Produce8 account by clicking your name at the top right of the page and selecting Apps.
      2. Find and click on Microsoft Teams in the list of apps.
      3. Click Get Connected next to Direct Data Sources. 
        MS Teams Get Connected
      4. Select Approve your Microsoft Teams Connection and follow the steps in the next section of this article.

        Configure your Microsoft Teams App

      Authorizing the Microsoft Teams Integration

      1. When you Configure/Approve your Microsoft Teams connection, you will be redirected to the Microsoft login page. Follow the prompts to sign in to Microsoft.

        Microsoft Sign in
      2. On the confirmation screen, click Accept to give Produce8  permission to connect to your Microsoft Teams account. 
        MS Permissions
      3. Success! Click Close on the confirmation screen.

        Microsoft Confirmation
      4.  You will now see your Direct Integration Sources in the Microsoft Teams App under Direct Data Sources.

        Microsoft Teams Direct Data Sources 

      Removing the Microsoft Teams Integration

      In order to remove the Microsoft Teams Integration:

      1. Navigate to the Apps settings page in your Produce8 account by clicking your name at the top right of the page and selecting Apps.
      2. Find and click on Microsoft Teams in the list of apps.
      3. Click the ellipses (...) to the right of Direct Data Sources and select Delete My Connection.
        Microsoft Teams Delete My Connection
      4. Select Yes, Delete My Connection on the confirmation screen. 
      5. Watch for the green Hooray! message for confirmation that you've successfully disconnected. This means that Produce8 can no longer receive your Microsoft Teams Call and Status data.
         

      Note: Users can only connect to a work or school O365 account. Personal accounts such as hotmail will not work.  

      Using Microsoft Teams "Time in Calls" and "Status" Data

      Time In Calls "Daily Insight"

      With our collaboration app direct integrations (Zoom, Microsoft Teams, and Slack) we've introduced a new metric, Time In Calls. Your time in Microsoft Team calls will be included in the Time In Calls metric on your Produce8 Homepage.

      As with the other Personal Insights, you can use the date picker to view previous days and/or toggle between Daily and Weekly totals.

      time in calls score

      Time In Call Trends 

      There are two ways to view your Time In Calls patterns over time:

      1. Click the Time In Calls tile on your Personal Insights dashboard on your homepage in the Produce8 web app.

        time in calls
      2. You can also see your Microsoft Teams usage trends by selecting Microsoft Teams on your Top Apps list. Use the dropdown on the right to toggle between Time in Calls, Call Interactions, and Avg Call Duration. 

        Microsoft Teams Call Trends

      Set a Goal for Time In Calls

      You can set a Goal to target a maximum or minimum time in calls per day or week. For details on setting Goals, click here.