Microsoft Teams

Connecting your Microsoft Teams to Dovetail enables you to share Dovetail content with rich previews, get updates about changes in your projects and receive comments in real-time all via Microsoft Teams as well as automatically importing your video calls into Dovetail.

• To connect your Teams account to Dovetail, select ⚙️ Settings → Integrations in the sidebar and navigate to Microsoft Teams in the integrations list

• From there, select Connect and toggle on Product notifications. To confirm the connection, you will then be prompted to log in to your Microsoft Teams account and review requested permissions.

If you get an error saying 'No organization found for this Microsoft Teams account', this means you've tried to integrate with a personal Microsoft account which our app does not support.

Connecting Teams along with your Outlook Calendar accounts means you'll no longer need to import recorded meetings manually. You can configure which calendar you'd like to pull event recordings from, define any keywords that meeting titles must contain, and select which project you'd like events to be imported into.

• To do this, navigate to Settings → Integrations and click on Outlook Calendar.

• Click Connect and sign in/select the Microsoft account that you wish to authenticate.

• From there, select your video source as Microsoft Teams and continue to authenticate.

• Once you have authenticated your Teams source, select your desired calendar, and project that you want your Teams recordings to be imported to, and press Save.

When you share a Dovetail link in Microsoft Teams, all the relevant information related to the link will be displayed directly in Microsoft Teams for you and your colleagues to see.

The supported links are notes, highlights, tags, insights, project readme, and people.

Share a highlight

When you share a highlight, you will also get a video embed of the highlight that your team can play right from Microsoft Teams.

If you are using the desktop or mobile app, to play the highlight you'll need to go through an authentication flow.

• To do this, copy the link provided, paste it into your browser, and login to Dovetail.

• From there, copy the one-time password (OTP) then enter the OTP in Microsoft Teams.

You can update how you receive notifications or disconnect Teams from Dovetail any time in settings.

• To update notifications, open Dovetail, select ⚙️ Settings → Notifications and click click ••• next to Microsoft Teams.

• From there, you can enable turn the Microsoft Teams notifications on or off.

You can disconnect your Teams account at any time in Settings. When you disconnect Dovetail, we will no longer have access to your Teams recordings or your Teams user information. Any recordings that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.

• To disconnect Dovetail from your Teams account, select ⚙️ Settings → Integrations in the sidebar.

• From there, navigate to Microsoft Teams in the integrations list and select Disconnect.

To share Dovetail content in Teams

When you connect your Microsoft Teams account to Dovetail, you will grant Dovetail access to:

• Read your organization's app catalog — Allows us to find the internal ID of our Microsoft Team's app.

• Read and write our Microsoft Team's app for a user — Allows us to install our Microsoft Team's app for the user, as well as retrieving the installation ID used to retrieve the conversation ID.

• Read information about the user — Allows us to view user's email and organization name.

• Offline access — Allows us to regenerate user's authorization via a refresh token.