Overview

Our Microsoft Teams integration lets you sync messages from selected Teams channels to Plain and respond directly to customers from the platform.

Get started

Prerequisites:

• A Microsoft Teams account

• A Microsoft 365 admin who can grant OAuth admin consent for the Plain app — this is required to connect your workspace to Plain

• Custom app uploads enabled in your Teams tenant (see Enabling Custom App Uploads if this hasn't been configured yet)

Notes

Initializing a conversation from Plain

In addition to responding to customer messages, you can also create a Teams conversation from Plain by using our "Create Thread" functionality.

To create a thread, open the command palette (cmd / ctrl + k) and select "Create Thread". Select the channel type ("MS Teams"), the Teams channel, and a title for the thread.

Replying As

By default, Plain sends messages to Teams as the Plain bot. If you want messages to appear as sent by you personally, you can authorize your individual Teams account. Navigate to Settings → Microsoft Teams and click Authorise replies to link your personal Microsoft account. This is also required to @mention other Teams users directly from Plain.

@-Mentions

To mention another user directly from Plain in a Teams message, you must have the Teams user integration set up via Authorise replies (see above).