The Microsoft Teams integration

NOTE  This integration is separate from the MS Teams integration that enables sending messages and meeting links to Autotask contacts and resources. Refer to MS Teams.

About the Microsoft Teams integration

ALERT  Announcement by Microsoft - Retirement of Office 365 Connectors for Microsoft Teams:Retirement of Office 365 connectors within Microsoft Teams. Microsoft has chosen to drop support for the Microsoft Teams Connectors, including Webhook Connectors used by our Microsoft Teams integrations for Autotask, BMS, and Kaseya Quote Manager. Existing Microsoft Teams Connector Webhooks will continue to function until December 2025, per Microsoft's announcement. However, prior to December 2024, Microsoft has stated there will be required actions that they will communicate to allow these to continue to function.

The Autotask integration with Microsoft Teams provides users with an alternate method for receiving the notifications generated by ticket workflow rules. Instead of a mailbox, the notification is sent to a webhook URL and posted in a Microsoft Teams channel. The workflow rules define the events and conditions as well as the Teams channel the notification is posted to.

Each post contains the following information:

  • Ticket Number
  • Event
  • Ticket Title
  • Organization
  • Contact
  • Description
  • Primary Resource
  • Priority
  • Status
  • Due Date (all dates and times is presented in your organization's default time zone)

Below the information fields are three action buttons:

  • View Ticket
  • Edit Ticket
  • Add Time Entry

Clicking a button will open the respective ticket or time entry page in Autotask. If you are not logged in, you will be asked to authenticate.

NOTE  If the pages do not open, make sure that popups are allowed for *.autotask.net.

Configuration

To set up the integration, the following steps are required in Autotask and Microsoft Teams:

Limitations and restrictions