MS Teams

Overview

Heeler supports integration with MS Teams to facilitate collaboration and enable workflows.

To connect MS Teams to Heeler, you will need to provide Heeler access to your MS Graph API with a

1. Tenant ID: An ID specific to your account

2. Client ID: An ID which is specific to this integration with Heeler

3. Secret: A password tied to your client ID and, like all passwords, should be updated periodically

Azure AD App Registration

The MS Teams integration is enabled by an Azure AD app registration. Login to the Azure portal preferably using an account with global admin permissions. If not, someone with global admin permissions can grant admin consent to your app registration after you have completed set up.

Open the App Registrations service either by searching for it in the search field at the top of the screen, or by using the left-hand-side portal navigation to go to Azure Active Directory → App Registrations.

Click on New registration.

Provide the app registration with an appropriate name, e.g.., Heeler MS Teams Integration, and provide it with access to Accounts in this organizational directory only . Click Register

After the application is successfully registered, in the Overview, you will see its Tenant ID (aka Directory ID) and Client ID (aka Application ID). Heeler will use these values when authenticating with MS Teams. Copy them for later when adding MS Teams in the Heeler app.

Next, go to Certificates & secrets.

Click on New client secret. Update the description and expiration of the secret in the Add a client secret pane accordingly. Then click on Add. N.b., after the secret expires, you will need to generate a new one and update its value in the Heeler app.

Make sure to copy the entire secret Value (NOT the Secret ID) by clicking on the Copy to clipboard button and set aside with the Tenant ID and Client ID. N.b, the secret is only visible immediately after creation.

Finally, add permissions for the app registration. Go to API permissions and click on Add a permission.

Select Microsoft Graph for permissions

Select Application permissions

Then find the first permission needed, Channel.ReadBasic.All.Click on Add permissions.

Then repeat the process for each of the required permissions:

• Channel.ReadBasic.All

• ChannelMember.Read.All

• Chat.Create

• ChatMember.Read.All

• ChatMessage.Read.All

• Team.ReadBasic.All

• TeamMember.Read.All

• User.Read (already included by default)

• User.Read.All

• User.ReadBasic.All

Then, assuming you have global admin rights, click on the Grant admin consent for … button. (If you don’t have the rights, ask someone from your organization who can grant the admin consent to your app registration.)

When done, you should see a green checkmark next to all the permissions.

The remaining steps are inside the Heeler app and detailed in the next section.

Adding MS Teams to Heeler

In the Heeler app, select the Settings icon → Integrations → Add Integration.

Enter the required values:

• Name: Something descriptive for this integration

• Application ID: The application/client ID from your app registration

• Tenant ID: The tenant/directory ID for your account hosting the app registration

• Secret: The password tied to your app registration

Click Add Microsoft Teams Connection and confirm its status is Healthy.

You are now able to use MS Teams from within the Heeler App to communicate and execute workflows.