Microsoft Teams for Orchestly

Microsoft Teams for Orchestly

Microsoft Teams is a cloud-based collaboration workspace that facilitates communication between different teams in your organization.

Benefits of the Extension

By integrating Microsoft Teams with Orchestly, users can create jobs, perform transitions, and view job reports of Orchestly, right from Microsoft Teams. Users can also configure settings to receive instant notifications in  Microsoft Teams  when updates are performed in  Orchestly. 
 
Kickstart the integration of Orchestly with Microsoft Teams by installing the Orchestly app in Microsoft Teams.

Requirement: The user must have an account in Microsoft Teams and Orchestly. 

Install Orchestly app in MS Teams 

  1. Log in to your Microsoft Teams account.
  2. Navigate to Store.
  3. Search for Orchestly. 
  4. Enable Add for you to access the bot personally.
  5. Enable Add to a team option and choose a team from the suggested list.
    1. Only the users of this channel will be able to access the bot.
  6. Click  Install.  
The page will prompt you to select a channel and complete the Bot and Tab setup. 



Once the app is installed, you need to authorize your Orchestly account in MS Teams. This can be done from the Teams tab in MS Teams. After authorization, you will be prompted to navigate to Orchestly to complete the notification setup. 
 
If the user logs out of Orchestly, the account has to be authenticated again.  

Actions supported by Orchestly Bot in MS Teams   

From the Orchestly Bot in MS Teams, you can perform the following actions:
  1. Create new job
  2. View jobs assigned to user
  3. View jobs requested by user
  4. View all reports
  5. View account details
  6. Set up organization and layout details

Add Tabs to MS Teams 

Tabs display an interactive UI, allowing users to directly work on Orchestly from MS Teams. Users can create new jobs, view existing jobs, perform transitions, and much more, directly using tabs in MS Teams. 
  1. Click the   button in your team’s channel.
  2. Search for and select Orchestly.
  3. Log in to your account and select your organization name.
  4. Click Save. 


Configuring MS Teams in Orchestly  

Users can configure to receive actionable notifications in MS Teams for updates performed in Orchestly. 
Navigate to Extensions.
  1. Under Integrations, click Add Team.
  2. Map your team in Orchestly with a channel in MS Teams. 
  3. Toggle the button to enable or disable notifications related to job updates, job transitions, and field updates. 
 
  1. Enable or disable notifications: You can enable or disable the notifications sent from Orchestly.
  1. Revoking integrations: Revoking the integration will delete all the related data from Orchestly. To associate a new MS Teams account with Orchestly, first revoke the integration and then try installing again. 
  1. For questions or suggestions email us at support@orchestly.com. 

    • Related Articles

    • Teams

      Users can be grouped together to form teams in Orchestly.  Add team Navigate to  and click Users from the left panel.  Click the Add Team button. Enter the details: Team Name: Give a name to your team. Select User(s): Pick users to be added to you ...

    • Notebook for Microsoft Teams

      Add Notebook to your personal tab in Microsoft Teams to create, view and update your notes. Notebook for Microsoft Teams lets you to, Create notes and notebook. View and update notes. Set reminder and get notifications for reminder notes. Secure your ...

    • Microsoft Teams integration

      Get into action with our integration with Microsoft Teams in Office 365. Microsoft Teams is an all-in-one hub for effective team collaboration. Teams users can add Zoho projects tab to their chat channels and start working on projects directly from ...

    • Notebook and Microsoft Teams Integration

      Notebook now integrates with Microsoft Teams. Create, view and update your notes in Notebook by having it part of your default Tab.   Here's what this integration allow you to do:   1. Create, view and update your notes and notebooks in Notebook ...

    • MS Teams

      MS Teams can uplift your team work by making collaborations effortless. You can add Zoho Sprints as a tab in your Teams platform and manage work items across your backlog and board.  Get to know  about Zoho Sprints before you start with the ...