Microsoft Teams

Microsoft Teams is an enterprise communication tool that enables collaboration across teams. This integration lets you:

  • Look up xMatters groups, see who's on call, and invite on-call members to a conversation in Teams, which they can join simply by responding to a notification on their preferred device. Learn more
  • Register your Microsoft Teams account as an xMatters device, which enables you to receive and respond to incident notifications and other alerts right in your Teams account. Learn more
  • Initiate xMatters incidents within a chat or Teams channel, so you can collaborate with your team without interruption. Learn more
  • Manage xMatters incidents within a chat or Teams meeting, so you can reference incident details while working to resolve the issue. Learn more

Do more with this integration

Incorporate this integration into your orchestrated incident resolution workflows with Flow Designer. After you create a configuration, the Flows tab appears. From there, you can build your flows — add new response options, connect to other apps, or even create new xMatters alerts based on activities in the flow — enriching the information injected by this integration along the way.

Are you looking to integrate Teams into your automated toolchain using steps in Flow Designer? Check out these instructions instead.

Are you interested in a live walkthrough of the Teams integration? Take a live, online workshop led by one of our xPerts.

How to install the built-in integration for Microsoft Teams

The installation process for the Teams integration is a bit different from our other built-in integrations. For this integration, you install it right from the Microsoft Teams app catalog. xMatters prompts you install the integration directly from Teams.

The setup and authentication process automatically adds a configuration for the integration to your xMatters instance.

After adding the xMatters app to Microsoft Teams, you can sign in with a global connection to use the xMatters bot, or sign in with a personal connection to use Teams as a device or initiate an incident from within Microsoft Teams.

Connect xMatters to Microsoft Teams

There are two types of xMatters connections available in Teams: global connection and personal connection.

  • A global connection to an xMatters instance enables all users in your Microsoft Teams organization to use the xMatters bot commands. To sign into a global connection, start a private chat with the xMatters bot and use the signin command.
  • A personal connection to your individual xMatters account enables you to initiate and manage incidents from within Teams and use your Microsoft Teams account as an xMatters device. Teams will prompt you to log in with your xMatters credentials when you initiate an incident or when you open a new incident tab in your private chat or meeting. You can also sign in from the xMatters app Home tab.

Look up on-call information and invite people to join the conversation

The integration uses the xMatters bot, which you can call into any channel in a team to look up groups in xMatters, see who's on call, and instantly invite on-call members to the conversation.

Microsoft Teams as an xMatters device

When you register your Microsoft Teams account as an xMatters device, you can receive incident notifications and other alerts directly in your Teams instance. Notifications come in the form of a direct message in your private chat with the xMatters bot. You can respond to these notifications right in your Teams chat, whether you want to simply acknowledge the alert, escalate an incident, create a Teams meeting for discussion, or other response actions you can customize to your organization's needs.

Initiate an incident from Microsoft Teams

The xMatters app enables you to initiate an incident right in your chat or Teams channel. This streamlines your team's collaboration process so you no longer have to switch back and forth between xMatters and Microsoft Teams to manage incidents.

Manage an incident from Microsoft Teams

The xMatters app has been optimized for meetings in Microsoft Teams, letting you view incident information right in the meeting or private chat. (The incident tab is not available in channels.)

To add an incident tab, add the app to the meeting or private chat and connect it to xMatters, then use the search to find the incidents you have access to. After you add the tab, it keeps you updated on the incident's progress without leaving the meeting or chat — and you can update incident details right from Teams. Other people with access to the meeting or chat can see the tab, and if they have access to the incident, they can connect to xMatters to view the details.

For more information on working with incidents in xMatters, see Incident Management.