> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Setup
> Connect to your Microsoft Teams app for OAuth.
To setup your Microsoft Teams app in Refold for OAuth, you will need the following credentials from your [Microsoft Azure account](https://azure.microsoft.com/en-gb/):
* Bot Client ID
* Bot Client Secret
* App ID
* Tenant ID
* Scopes
## Pre-requisites
1. Microsoft Azure Account. You can create one [here](https://azure.microsoft.com/en-gb/).
2. A bot registered in the Microsoft Developer Portal for Teams (See [Creating a Teams bot](https://docs.gocobalt.io/resources/integration-providers/ms_teams#creating-a-teams-bot) for setup instructions).
3. Microsoft Teams license
4. Office 365 license with Admin permissions. You can get the License [here](https://www.microsoft.com/en-in/microsoft-365/business/compare-all-microsoft-365-business-products-b?ef_id=_k_CjwKCAjw_ZC2BhAQEiwAXSgCloY2vJ2eh49x83xLN_LPcZPN2s1JL7GFVKrq6AQ9qbxJDsyWx0UrzhoCqswQAvD_BwE_k_\&OCID=AIDcmmg9qnxz0z_SEM__k_CjwKCAjw_ZC2BhAQEiwAXSgCloY2vJ2eh49x83xLN_LPcZPN2s1JL7GFVKrq6AQ9qbxJDsyWx0UrzhoCqswQAvD_BwE_k_\&gad_source=1\&gclid=CjwKCAjw_ZC2BhAQEiwAXSgCloY2vJ2eh49x83xLN_LPcZPN2s1JL7GFVKrq6AQ9qbxJDsyWx0UrzhoCqswQAvD_BwE).
## Required Settings
* **Mandatory Scopes**
1. openid
2. offline\_access
If you haven't already created an app in Microsoft Azure, you'd need to create one.
## Creating a Teams bot
#### New Bot creation steps
To create a Microsoft Teams bot, please follow the steps mentioned below:
1. Log in to your [Microsoft Developer Portal for Teams](https://dev.teams.microsoft.com/).
2. Navigate to `Tools` in the side menu and select `Bot Management`.
3. Click on `+ New Bot` > provide a **Name** and click on `Add`. It's recommended to append a word like `Bot` so that it's easy to identify this later on.
#### Associate Teams bot to application
Now, you need to associate this bot with your Teams application.
1. In the Teams Developer Portal, navigate to `Apps` in the side menu.
2. If you do not have a Teams app yet, click New app and provide a name. This name will be the one displayed in the Microsoft Teams store and to your users.
* In `Basic information`, you need to provide a **short description** and **URLs** for your application's website, Privacy Policy, and Terms of Use.
* Click `Save` below.
Ensure that all the fields for App in `Basic information` are provided, otherwise it gives error while uploading the app in Teams for testing.
3. Under `Configure` in the side menu of the app, click on `App features`.
4. Select `Bot` and choose the Bot that you created above in `Select an existing bot`, choose capabilities as applicable and click on `Save` below.
#### Testing Microsoft Teams Bot
If your app is not published on the Microsoft Teams App Store, then follow the steps given to test your app in Teams:
1. In your [Teams Developer Portal](https://dev.teams.microsoft.com/home), go to the `App` created for testing.
2. Click on the triple-dot menu of the app and choose `Download app package` option. The package will get downloaded as a **.zip** file.
3. Go to the [Microsoft Teams account](https://teams.microsoft.com/v2/) in which you would like to test the app and it's authentication.
You will not be able to login into the platform correctly if appropriate license or permissions are missing.
4. Click `Apps` option in the side menu and click on `Manage your apps` option at the bottom.
5. Click on `Upload An App` and `Upload your app to your org's app catalog` and select the .zip file that you downloaded and you will be navigated to the `Built for your org` page.
If you uploaded the app through `Submit an app to your org` option, then the admin can approve it by going to [Teams Admin Centre](https://admin.teams.microsoft.com/) > `Teams Apps` > `Manage Apps` > Search for the app that you submitted > Click on the app name to open its app details page and change the status to `Allowed`.
Refer [here](https://learn.microsoft.com/en-us/microsoftteams/manage-apps).
6. After a successfull upload, select your app. Click on `Add` and `Add to a team` and add the bot to a team and a channel.
#### Enable Microsoft Teams Bot for all users in an org
If you want to use the Proactive Messaging action i.e. **Post notification to a user as a bot**, then Teams require you to have the Bot installed in Teams account of all the users of the org who can receive message from the bot.
If you do not want to inform all the users to install the bot from `Apps` in Teams, you can also ask the Teams **Admin** to install the app by default for all the users. Follow the steps below to do this:
* Sign in to [Teams Admin Centre](https://admin.teams.microsoft.com/) > Navigate to `Teams apps` > Select `Setup policies` in the side menu.
* Select `Global (Org-wide default)` under **Manage Policies**.
* Under **Installed Apps** > Click on `Add Apps` > Search for your **Bot** by its name > Select it > click on `Add` and finally click on `Save`.
The bot will now be installed by default on all the users within the Teams org.
## Creating an app in Microsoft Azure
To create a Microsoft Teams app and acquire the above mentioned credentials, please follow the steps mentioned below:
1. Log in to your [Microsoft Azure account](https://azure.microsoft.com/en-gb/).
2. Search for **Microsoft Entra ID** and select it from **Services** in the top search bar.
3. Navigate to `App Registrations` under `Manage` in the side menu and select the app representing your bot, not your Microsoft Teams app.
4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Microsoft Teams` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.
5. Select **Authentication** in side menu under `Manage` > Under **Platform configurations**, press the **Add a platform** button > Select **Web** > Paste the Callback Url > Click on **Configure** > Click **Save** button at the bottom.
6. Navigate to `Manage` > `API permissions` in the side menu > Click on `+ Add a permission`.
7. Choose the `Microsoft Graph` card under **Microsoft APIs** > Choose `Application permissions` > Select the **mandatory scopes** > click on the `Add Permissions` button.
8. Navigate to `Certificates and Secrets` in the side menu and under **Client Secrets** tab, press the `+ New client secret` button. Give a **Description**, select the best expiry for your application and click `Add` to create your credentials.
9. Copy the displayed **Client Secret** under the `Value` column.
Ensure that the Client Secret Value is saved as it will be shown only once.
10. Navigate to `Overview` in the side menu > `Essentials` tab > Copy the **Client ID** under `Application (client) ID` and **Tenant ID** under `Directory (tenant) ID`.
11. For your **App ID** or Bot External ID, go to `Apps` in Teams Developer Portal, select your App which was created earlier and copy the `App ID` present under **Basic Information** of the app.
## Configuring credentials in Refold
App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
## Configuring Scopes
Refold lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under `Permissions & Scopes`
section.
For some applications Refold sets **mandatory scopes** which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.
Once the scopes has been added to the application in Refold, go to your [Microsoft Azure account](https://azure.microsoft.com/en-gb/) and update the scopes as added on Refold.
Select the OAuth App created for Refold and follow **Step 6** and **7** [above](https://docs.gocobalt.io/resources/integration-providers/ms_teams#creating-an-app-in-microsoft-azure).
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are
identical to the ones selected in the platform.
## Actions and triggers
Once the above setup is completed, you can create orchestrations of your use-cases using Teams actions and triggers. Following are the set of Teams actions and triggers
supported by Refold.
1. **Post notification to a channel** - Your Bot Posts a notification to a channel in Microsoft Teams.
2. **Post notification to a user as a bot** - Your Bot Posts a notification to a user (proactive messaging) in Microsoft Teams.
3. **Get meeting transcript** - Get meeting transcript in Microsoft Teams.
4. **HTTP Request** - Make HTTP API calls to any Microsoft Teams documented REST APIs.
There are no triggers in this application.