Microsoft Teams Integrations
.SurveyMars platform now supports seamless integration with Microsoft Teams, allowing you to automatically send survey responses to your Teams channels or chats. This integration helps streamline your workflow and keep your team updated with survey responses in real-time.
Feature Access
1. Navigate to the survey distribution page and locate "Integrations" section. Click the "More>>" button to access data integration settings.
Connecting to Microsoft Teams
1. Click the "Connect" button
2. If you're already logged into Microsoft Teams:
- You can choose to use your currently logged-in Microsoft account
- Or select "Add account" to log in with a different account
3. If you're not logged into Microsoft Teams:
- Click the "Login to Microsoft Teams" button
- Complete the Microsoft authentication process
- The system will automatically proceed to the next step upon successful connection
Setting Up Data Destination
The connection process consists of two main steps:
Step 1: Destination Selection
- Choose where to send survey responses in Microsoft Teams
- Select from available Teams channels or chats
- Use the "+" button to add multiple destinations
Step 2: Question Selection
- Choose which survey questions to send to Microsoft Teams
- Maximum of 50 questions can be selected
Managing Your Integration
1. Pause/Resume Synchronization:
- Toggle the connection switch off to pause data synchronization
- Toggle the connection switch on to resume data synchronization
2. Edit Configuration:
- Return to previous setup steps to modify your configuration
- Update field mappings or change target destinations as needed
3. Delete Integration:
- Click the "Delete" button to remove the integration
- Confirm your decision in the confirmation dialog
- Note: This action will stop all data synchronization
4. View your workspace:
- Click the "View your workspace" button to view your Microsoft Teams workspace
Important Notes
1. Channel Access:
- You can send messages to any channel that your authorized Microsoft account has access to
- The integration uses your Microsoft account permissions to access Teams channels
2. Authorization:
- Messages are sent using your authorized Microsoft account
- Make sure your account has the necessary permissions to post in the selected channels
Limitations
- Maximum of 50 questions can be selected for Microsoft Teams integration
- For surveys without choice questions, only the second part of optional settings will be available
- You can only send to channels your authorized account has access to
FAQs
Q: Do I need a Microsoft Teams account to use this integration?
A: Yes, you need an active Microsoft Teams account to use this integration. You can either use your currently logged-in account or add a different account.
Q: How many questions can I send to Microsoft Teams?
A: You can select a maximum of 50 survey questions to send to Microsoft Teams. This limitation helps manage message size and readability.
Q: Can I send survey responses to multiple Microsoft Teams destinations?
A: Yes, you can use the "+" button to add multiple destinations, including different channels and chats.
Q: Why can't I see some channels in the destination selection?
A: You can only see channels that your authorized Microsoft account has access to. Make sure your account has the necessary permissions to view and post in those channels.
Q: Can I send messages to any Microsoft Teams channel?
A: You can send messages to any channel that your authorized Microsoft account has access to. The integration uses your account permissions to determine available channels.
Q: How do I pause Microsoft Teams notifications?
A: You can toggle the connection switch off to pause data synchronization and toggle it back on to resume.
Q: Can I modify my Microsoft Teams integration after setup?
A: Yes, you can return to previous setup steps to modify your configuration, update destinations, or change question selection as needed.
Q: What happens when I delete the Microsoft Teams integration?
A: When you delete the integration, you'll need to confirm your decision in a confirmation dialog. This will stop all data synchronization to Microsoft Teams.
Q: How do I view my Microsoft Teams workspace after setup?
A: Click the "View your workspace" button to access your Microsoft Teams workspace and see the channels where survey responses are being sent.
Q: Are there any limitations for surveys without choice questions?
A: Yes, for surveys without choice questions, only the second part of optional settings will be available in the Microsoft Teams integration configuration.
