How to connect Sharepoint with Microsoft Teams (DATA)

This "how-to-connect" documentation will explain the initial configuration of an example connection from SharePoint Online List in Office 365 to Microsoft Teams (Data). We will be synchronizing data stored in SharePoint into Microsoft Teams.

 

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

 

 

Contents

1. Configuring Teams

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

 

1. Configuring Teams

In order to successfully connect to Microsoft Teams through the Layer2 Cloud Connector you must create an incoming webhook.

Go to Microsoft Teams App Store and search for the Incoming Webhook Connector.

 

 

Store Incoming Webhook

 

 

Install the connector by selecting your Team and your Channel to connect to.

 

 

Teams incoming webhook

 

Teams channel setting

 

 

Name the Incoming Webhook Connector. The name will be shown as Notification sender in your Team Channel.

 

 

Teams incoming webhook name

 

 

Copy the Webhook URL. You will need it later during the connection configuration of your Microsoft Teams data entity.

 

 

Teams incoming webhook url

 

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

 

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

 

An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction.

 

 

Step 1 Teams (data) connection setup

 

 

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

 

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

 

Select the Data Provider for SharePoint from the data provider list. You can search for SharePoint by typing into the selection box.

 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

 

 

Step 2 Teams (data) integration source setup

 

 

Create a custom SharePoint list or select an existing list from which to display the data in Microsoft Teams and copy its URL.

 

 

Step 2.5 Teams (data) integration connection string setup

 

 

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.


 

URL=https://your_sharepoint_list_url/AllItems.aspx;Authentication=Office365;[email protected];

 

 

  • "URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
  • "Authentication=Office365;" this property will determine the authentication method used. Office365 is the default authentication method to access Microsoft Office 365 / SharePoint Online. This method will not work in case of federation, e.g. ADFS. For further authentication method you can consult the provider specifications linked above.
  • "[email protected];" this property should describe the user you wish to connect to SharePoint to.

 

Use the Verify Connection String option to evaluate if the provided connection string is valid.

Enter the user account's password into the Password field. The field masks the value for better security.

Set your primary key field.

 

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your SharePoint entity.

 

 

Preview data of Teams (data) integration

 

 

2.3. Configuring the Data Entity 2

We are going to send the data to a channel in Microsoft Teams.

 

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 Teams Provider for this setup. 

 

For the Connection String, we need the in step 1 mentioned information. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

 

WebhookURL=https://outlook.office.com/webhook/a28023ab-.....-ac8a-bb540d856d4e;

 

 

The Select Statement should point to the columns from SharePoint you want to retrieve data from. In our case, we are sending the information in the column Title to Microsoft Teams.

 

 

Step 3 Teams (data) integration target setup

 

 

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

 

 

Step 4 Teams (data) integration mapping

 

 

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

 

 

Step 5 Teams (data) data integration start

 

 

 

Below is a data preview of the information we have accessed in our source entity:

 

 

Teams (data) integration ready

 

This will be the result in our Microsoft Teams Teamchannel after our initial successful synchronization:

 

 

Finished Teams (data) integration

 

From now on, changes of the Title field in your SharePoint list will be synchronized with your selected channel in Microsoft Teams.

 

 

3. Hints and known issues

3.1. Connection Direction

 

As far as tested, this connection supports uni-directional only.

 

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