Setup

To setup your Microsoft Teams app in Cobalt for OAuth, you will need the following credentials from your Microsoft Azure account:

• Bot Client ID
• Bot Client Secret
• App ID
• Tenant ID
• Scopes

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Pre-requisites

1. Microsoft Azure Account. You can create one here.
2. A bot registered in the Microsoft Developer Portal for Teams (See Creating a Teams bot for setup instructions).
3. Microsoft Teams license
4. Office 365 license with Admin permissions. You can get the License here.

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Required Settings

• Mandatory Scopes

1. openid
2. offline_access

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Creating a Teams bot

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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.
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.

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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.

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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, 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 in which you would like to test the app and it’s authentication.

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.

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.

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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 > 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.

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Creating an app in Microsoft Azure

To create a Microsoft Teams app and aquire the above mentioned credentials, please follow the steps mentioned below:

1. Log in to your Microsoft Azure account.
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 in Cobalt > 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.

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.

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Configuring credentials in Cobalt

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.

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

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Configuring Scopes

Cobalt 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 Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.

Once the scopes has been added to the application in Cobalt, go to your Microsoft Azure account and update the scopes as added on Cobalt.

Select the OAuth App created for Cobalt and follow Step 6 and 7 above.

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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 Cobalt.

• Actions
• Triggers