Microsoft Teams

The Microsoft Teams integration lets a step send a direct message or post to a channel in Teams, from the Pyn app or from a colleague’s own Teams account. It is in early access: the tile under Available opens a request rather than a sign-in, and Pyn’s team installs the Pyn app in your Teams tenant with your administrator and pairs it to your workspace.

Before you start

• You are an admin or owner in Pyn.
• Your Teams administrator can add the Pyn app to a team in your tenant; the pairing starts from the team the app is installed in.
• Decide which team’s channels you want to post to and who should be able to send as themselves.

Connect

1. In Pyn, open Settings in the left navigation, then Available under Integrations.

2. Find the Microsoft Teams tile, marked Early Access, and select it.

3. In Get started with Pyn today, select Request Now. A booking page opens; pick a time, and mention Teams.

4. Pyn’s team walks your Teams administrator through installing the Pyn app in a team and pairs that team to your workspace. The integration then appears under Installed with the Tenant Id, Bot Id and Service URL on its Details tab.

What syncs

• Members of the paired team, with display name, email and user principal name, so Pyn can match them to employees by work email. Pyn reconciles the team daily.
• The team’s channels, so a step can post to one.
• Senders: the Pyn app itself, and any colleague who connects their own Teams account, listed under Settings > General > Senders as a Teams sender.
• Each message is a delivery in Activity; a bounce is logged as “Delivery bounced” with the cause on the individual delivery.

Test it

Once the integration shows Active, add a Teams step to a test automation in Automations, enrol yourself and check the message arrives in Teams. Conditional senders also support the Teams medium.

Reconnect or disconnect

If the app is removed from the team or its credentials stop working, the integration moves to Needs Attention 🚨 with a notice “The credentials for the Microsoft Teams integration are not valid”, and a Teams sender raises “The credentials for the Microsoft Teams sender are not valid”. Contact support@pynhq.com to re-pair; Deactivate and Activate work as for any integration.

Troubleshooting

What you see	What it means
The tile says Early Access	Teams is set up with Pyn rather than self-serve. Select the tile and request it.
A message to a channel fails	The channel is private, or the Pyn app is not a member of it. Add the app to the channel.
Someone is not matched to Teams	Their Teams email differs from the work email in your HRIS. Team membership alone does not create an employee.

Related

• Integrations for the catalogue.
• Slack for the self-serve messaging integration.
• Sender types and states for Teams senders.
• Fix a sender or integration that needs attention when the tile shows Error.