Microsoft Teams Integration User Guide

Overview

The Microsoft Teams integration is designed to enhance your learning workflow by keeping your team informed. When connected, the integration automatically sends notifications in Microsoft Teams whenever a user is assigned new content on the Immersive platform. Users can then access their newly assigned content directly from Teams via a convenient deeplink.

Prerequisites & Permissions

Before you begin the setup process, please ensure you have the correct administrative permissions across both the Immersive platform and your Microsoft environment:

1. Immersive Platform Permissions

• You must have the Organization Manager role assigned to your account. This role is necessary to access the Integrations section within the platform's settings.

2. Microsoft Entra Permissions

• You must have an elevated role in Microsoft Entra to grant consent for the Immersive app. Acceptable roles include Privileged Role Administrator, Cloud Application Administrator, Application Administrator, or a custom directory role with equivalent admin consent capabilities.

3. Teams Admin Center Permissions

• The user completing the setup must have the ability to upload custom apps that are not published to the public Teams store. This can be configured via org-wide app settings, app setup policies, or team-level settings.

4. Required App Consents During the setup, you will be asked to grant the Immersive app consent on behalf of your organization for the following permissions:

• Maintain access to data you have given access to
• Read and write to all app catalogs
• Manage installation and permission grants of Teams apps on your user account
• Read all users’ full profiles

5. User Account Requirements Important Note: In order for the integration to work and for users to receive notifications, their email address on the Immersive platform must exactly match their account email address in your Microsoft tenant.

Setup Instructions

Follow these steps to connect your Immersive platform to your Microsoft Teams tenant:

1. Log in to the Immersive platform using your Organization Manager credentials.
2. Navigate to Manage, select Platform Settings, and then click on Integrations.
3. Locate the Microsoft Teams option and click Connect.

4. You will be prompted to sign in. Enter your Microsoft administrator credentials.
5. Grant consent to the Immersive app on behalf of your organization when requested by Microsoft.
6. After granting consent, you will be redirected back to the Immersive integrations page. Confirm that the integration details are now visible on the screen.

Please Note: Once the integration is connected, the app publishes asynchronously to your tenant's catalogue, which can take up to 48 hours. Following this, the app will automatically install for all users in your Microsoft tenant whose email addresses match their Immersive platform accounts.

How the Integration Works

Once the setup is complete and users are successfully connected, you can begin utilizing the notification functionality.

1. On the Immersive platform, navigate to the Launchpad and select Create assignment.
2. Select the Exercise or Upskill content you wish to assign. (Note: Notifications are supported for Collections, Career paths, Crisis Sim, Workforce, and Team Sim exercises.)
3. Add the relevant users to your assignment and save.
4. Assigned users will immediately receive a custom card in their Microsoft Teams app detailing the assignment.

5. Users can simply click the link provided in the Teams notification card to be taken directly to the Immersive platform to begin their assignment.