How can I integrate with Microsoft Teams?

With the Honestly Microsoft Teams integration, you can send survey invitations and reminders directly to employees through Teams. This streamlines communication and enhances survey participation.

Key Features

  • Survey notifications delivered via Microsoft Teams messages.

  • Matching of Honestly users to Teams accounts via email.

  • Simple setup via Microsoft AppSource.

Prerequisites

  • Admin privileges to add apps to your Microsoft Teams environment.

  • Employees must have Honestly accounts with email addresses that match their Teams profiles.

Installation Steps

Individual Installation via AppSource:

  1. Visit Microsoft AppSource.

  2. Search for the Honestly app.

  3. Click "Get it now" and follow the prompts to add it to your Teams environment.

  4. Approve any necessary permissions to complete the installation.

Install Honestly for All Users (Admin Method):

  1. Access the Teams Admin Center:

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  1. Manage Setup Policies:

    • Navigate to "Teams apps" > "Setup policies".

    • Edit the existing global policy (applies to all users) or create a new custom policy.

  2. Add Apps:

    • Under "Installed apps," select "Add apps".

    • Search for the Honestly app and select it.

    • Click "Add".

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  1. (Optional) Pin Apps:

    • Under "Pinned apps," select "Add apps".

    • Search for the Honestly app and select it.

    • Click "Add".

  2. Apply the Policy:

    • For custom policies, assign them to the desired users or groups.

    • Global policy changes apply automatically to all users.

  3. User Experience:

    • Users will see the Honestly app in their Teams client as an installed or pinned app, depending on policy settings.

MS Teams User Sync Schedule

  • Users are synced during the initial app installation.

  • Automatic sync occurs twice per month:

    • On the 3rd and 15th of each month at 3:55 AM.

How It Works

  • After installation, Honestly will automatically send messages to matched users when they are invited to participate in surveys.

  • Survey reminders will be sent in the same manner.

Troubleshooting

  • Not receiving messages? Confirm email matching between Honestly and Teams accounts.

  • Setup issues? Verify admin rights in your Teams tenant.

Privacy & Security

  • Notifications are only sent to users included in survey campaigns whose emails match between Honestly and Teams.

  • Honestly does not access or transmit any other personal data through Teams.

For more help, please reach out to our support team or explore our Help Center.