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Celonis Product Documentation

Microsoft Teams (Action Flows)

The Microsoft Teams modules enable you to monitor, list, create, update, delete, and retrieve teams and channels in your Microsoft Teams account.

Getting Started with Microsoft Teams

Prerequisites:

  • Microsoft business account (not personal)

  • You should be an admin of the account

  • Microsoft Office 365 Premium activated for your admin business account

To use Microsoft Teams with Execution Management System, create an account at www.microsoft.com/en-us/microsoft-365/business.

To connect your Microsoft Teams account to Execution Management System follow the general instructions for Connecting to services .

After you click the Continue button, Execution Management System will redirect you to the Microsoft Teams website where you will be prompted to grant Execution Management System access to your account.

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Confirm the dialog by clicking the Yes button.

See the permissions section for various user accounts.

You can watch, list, retrieve, create, update teams and create and update teams for groups with the following modules.

Retrieves a team's details when a new team/group is created or an existing team is edited.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Define the filter settings for the returned groups. You can retrieve only groups whose name or email starts with the specified term.

Limit

Set the maximum number of results Execution Management System will return during one execution cycle.

Retrieves all the teams in Microsoft Teams that you are a member of.

Connection

Establish a connection to your Microsoft Teams account.

Limit

Set the maximum number of teams Execution Management System will return during one execution cycle.

Returns all teams (including Office 365 Groups) in your account.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Define the filter settings for the returned groups. You can retrieve only groups whose name or email starts with the specified term

Order By

Select whether to order results by displaying names in ascending or descending order.

Limit

Set the maximum number of teams Execution Management System will return during one execution cycle.

Returns a team's/group's details.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter (map) or select the ID of the team/group you want to retrieve details about.

Creates a new Office 365 group (unified group) or Security group.

You can't currently create a team via this module.

Connection

Establish a connection to your Microsoft Teams account.

Display Name

Enter the name that is displayed in the address book for the group.

Alias for Group

Enter the mail alias (nickname) for the group.

Group Type

Enable the Unified option (or enter "Unified") to create an Office 365 group. Otherwise, the Security group (used for granting access to SharePoint resources) is created.

Description

Enter the description of the group.

Security Enabled

Enable this option if a group is a security group and you have not enabled the "Unified" option in the Group Type field.

Owners

Select the owners of the group. The owners are a set of non-admin users who can modify this object.

Members

Select users and groups that are members of this group.

Updates a group's/team's properties.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group/team you want to update.

Visibility

Set the Office 365 group to public or private.

Please find the descriptions of the fields in the Create Office 365 group section above.

Creates a new team from a group.

If the group was created less than 15 minutes ago, it's possible for the Create Team module to fail with a 404 error code due to replication delays. The recommended pattern is to re-run the Create Team module three times, with a 10 seconds delay between calls.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group from which you want to create a team.

Admin and Settings

Set the team's Member Settings, Messaging Settings, Fun Settings, and Guest Settings.

Deletes a team/group.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Enter the ID or select the group you want to delete.

You can list, retrieve, create, update, and delete channels with the following modules.

Lists all channels in the Microsoft Team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team you want to list channels from.

Limit

Set the maximum number of channels Execution Management System will return during one execution cycle.

Retrieves the properties and relationship of a channel.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to retrieve details about.

Channel ID

Enter the ID or select the channel you want to retrieve details about.

Creates a new channel in a Microsoft Team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team you want to create a channel for.

Channel Name

Enter the name for the new channel.

Description

Enter the channel description.

Updates the properties of the specified channel.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to update.

Channel ID

Enter the ID or select the channel you want to update.

Please find the descriptions of the fields in the Create Channel section above.

Deletes a channel from the team.

Connection

Establish a connection to your Microsoft Teams account.

Team ID

Enter the ID or select the team that contains the channel you want to delete.

Channel ID

Enter the ID or select the channel you want to delete.

Message

You can watch and send messages with the following modules.

Triggers when someone sends a message in a team's channel or in a chat.

Connection

Establish a connection to your Microsoft Teams account.

Choose a Type of Messages to be Watched

Select the types of messages you want to watch.

Team ID

Select or map the Team ID whose channel messages you want to watch.

Channel ID

Select or map the Channel ID whose messages you want to watch.

Limit

Set the maximum number of messages Execution Management System will return during one execution cycle.

Sends a message to a team's channel or to a chat.

Connection

Establish a connection to your Microsoft Teams account.

Send a Message

Select a message type you want to send.

Team ID

Select or map the Team ID to which you want to send the message.

Channel ID

Select or map the Channel ID to which you want to send the message.

Message

Enter the message text.

Content Type

Select or map the format in which you want to send the message. For example, HTML.

Member

You can add members to teams and to groups with the following modules.

Adds a new member.

Connection

Establish a connection to your Microsoft Teams account.

Enter a Member Name

Enter the new member's name.

Password Profile

Enter the new member's profile password.

Adds a member to an Office 365 Group.

Connection

Establish a connection to your Microsoft Teams account.

Group ID

Select or map the Group ID to which you want to add the member.

Member ID

Select or map the Member ID whom you want to add to the group.

Other

You can search users and call APIs with the following modules.

Searches for users by a filter parameter.

Connection

Establish a connection to your Microsoft Teams account.

Filter

Add the filters to search the users that matches the specified filters.

Limit

Set the maximum number of users Execution Management System will return during one execution cycle.

Allows you to perform a custom API call.

Connection

Establish a connection to your Microsoft Teams account.

URL

Enter a path relative to https://graph.microsoft.com. E.g. /v1.0/teams/<TEAM_ID>/channels – where the <GROUP_ID> is the ID of the team you want to retrieve channels from.

Note

For the list of available endpoints, refer to the Microsoft Graph REST API Reference.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Team's Channels

The following API call returns a list of all channels from the specified team in your Microsoft Teams account:

URL: /v1.0/teams/7d0845d0-5015-4d1e-8cfc-4628f53a237d/channels where the 7d0845d0-5015-4d1e-8cfc-4628f53a237d is the Group ID of the team you want to retrieve channels from.

You can retrieve the group ID, for example, using the List All Teams > Groups or Watch Teams module.

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > value.

In our example, 9 channels were returned:

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  • Add a Member - User.ReadWrite.All

  • Add a Member to a Group - User.Read.All, GroupMember.ReadWrite.All

  • Create a Channel - Group.ReadWrite.All

  • Create an Office 365 Group - Group.ReadWrite.All, User.Read.All

  • Create a Team from a Group - Group.ReadWrite.All

  • Delete a Channel - Group.ReadWrite.All

  • Delete a Team or Group - Group.ReadWrite.All

  • Get a Channel - Group.Read.All

  • Get a Team - Group.Read.All

  • List All Teams & Groups - Group.Read.All

  • List Channels - Group.Read.All

  • List Jointed Teams - Group.Read.All

  • Search Users - User.Read.All

  • Send a Message - ChannelMessage.Send, Chat.ReadWrite, User.Read.All, Group.ReadWrite.All

  • Update a Channel - Group.ReadWrite.All

  • Update a Team - Group.ReadWrite.All

  • Watch Message - ChannelMessage.Read.All, Chat.Read

  • Watch Teams - Group.Read.All