How to Set Up the Greetly<>Microsoft Teams Integration

Want to receive host alert notifications right in Microsoft Teams? In order to integrate Greetly with Microsoft Teams, you will need to manually install the attached App through the admin user interface. https://admin.teams.microsoft.com

In order to integrate your Greetly virtual receptionist with Microsoft Teams, you will need to manually install the attached App through the admin user interface:

Important notes:

Follow this link explaining how to Delete/Remove the old Greetly Bot and Setup Policies for the newer one.
There is no additional software to install. Within the Teams app, users will add the Greetly app.
You don't need to have Azure SSO for the Teams function to work. As long as the Azure Admin and Greetly Users email match, you can log in manually and Sync with Azure.
Teams and Azure integrations are separate, so there's no integration of Azure necessary with Teams.

Here are the steps on getting this set up:

Step 1) Download the updated Greetly Bot zip file by clicking here
Step 2) Install it under admin.teams.microsoft.com
Step 3) Setup Policy for the Greetly Bot v2.0.0 in Teams admin> Allow Custom apps toggled on and Pin App for Client and click Save
Step 4) Turn on Teams at the location level from your Greetly account (web admin)
Once you have the Teams client installed, you just need to turn on the Teams notification under your location notification preferences, as illustrated below...

Step 4) Install our app on the user Teams client

Once you do that, as soon as your users install Greetly's highly rated visitor management application on their Teams client (as illustrated below) they will be connected to our system and receive notifications moving forward.

Step 5) Receive confirmation that everything is setup correctly

Step 6) Enjoy

Important note:

Our Microsoft Teams integration simply sends notifications to users via Teams. Our Azure integration is used to update our directory and it does not delete users if they are manually created in our directory. It will only delete users that were created from the sync if they are no longer active in Azure AD.

Click here to manage the app setup policies in Microsoft Teams.

After the MS Teams Administrator has setup the MS Teams Integration, please ask your Users to log in to Greetly, Toggle ON their MS Teams notifications on their User profile, and then click SAVE and logout

Then if individual users or Global Admins are not able to toggle on Team's notifications please try the following steps:

The Team's client should be open in another tab along with the user's profile:

1. In the Team's client type "link"

2. Then the user should refresh his Greetly profile page and the Team's Handle will be populated in their account.

3. Then click Save in the Greetly Profile and log out.

Microsoft Teams notifications should be toggled on and working again.