Configure Third-party Chat Integration Settings for Microsoft Teams
Third-party chat integrations, such as adding Microsoft Teams to the Related Items pane, must be enabled at a global level before they are available to users. Access third-party chat integrations settings from CSM Administrator.
This task is part of a larger workflow: Configure Teams Chat for the Related Items Pane.
To enable Microsoft Teams integration:
- From CSM Administrator, go to Settings > Edit Third-party Chat Integration Settings.
- On the General page, select Enable Chat Integration, and then from the Provider Type drop-down list, select Teams.
If Enable Chat Integration is not selected the Chat tab is hidden in the CSM Desktop Client and the CSM Browser Client.
- Select the Teams page.
- Provide settings as required for your integration by setting these options:
Option Description Client ID Your Application (client) ID. This can be found in Azure Active Directory. Select App Registrations, and then select the app in the registrations list to view the details. You may need to select All Applications to view the app registration if you are not the owner. Tenant ID Your Directory (tenant) ID. This can be found in Azure Active Directory. Select App Registrations, and then select the app in the registrations list to view the details. You may need to select All Applications to view the app registration if you are not the owner. Client Secret or Private Certificate Select either the Use Secret or Use Certificate option, depending on which method you want to use for authentication. Client secrets or private certificates can be generated in Azure Active Directory. Username The dedicated user name. The dedicated user must be a member of Azure Active Directory where the app registration resides and a member in the Teams workspace in CSM. Password The dedicated user password. Test Select Test to verify the Teams settings.
If this test fails, an error message displays in the dialog.
Cloud Instance Change the cloud instance against which you authenticate by selecting a choice from the drop-down list. In most situations, you should not change this from the default.
- Select OK.