How to Use Microsoft Teams Effectively: Connecting Other Services
Transform Teams into your central work hub by connecting Office 365, Power Platform, and third-party tools
Office 365 Integration
SharePoint & OneDrive
Access files directly in channels, co-author documents, and maintain version control.
Outlook Integration
Schedule meetings, share calendars, and convert emails to Teams conversations.
Word, Excel, PowerPoint
Edit documents in real-time during meetings, track changes, and collaborate seamlessly.
OneNote & Loop
Take meeting notes, create shared notebooks, and build collaborative components.
Power Platform Connections
Power Automate
Create workflows that trigger from Teams events: new messages, file uploads, or meeting starts. Automate approvals, notifications, and data collection.
Power BI
Embed dashboards and reports directly in Teams tabs. Share insights and KPIs without leaving the conversation.
Power Apps
Build custom apps for your team's specific needs and deploy them as Teams apps.
Third-Party Integrations
Project Management
- Jira
- Asana
- Trello
- Monday.com
Development
- GitHub
- Azure DevOps
- Jenkins
- Docker
Productivity
- Zoom
- Salesforce
- ServiceNow
- Zendesk
Scrumrobo + Teams: The Perfect Integration
Native Teams App
Install Scrumrobo directly in Teams for seamless async standups, retros, and reporting.
Channel Integration
Post updates, summaries, and action items directly to your team channels.
Bot Commands
Use @Scrumrobo to trigger standups, check status, or get reports on demand.
Meeting Integration
Pre-populate meeting agendas and capture action items automatically.
Setting Up Effective Workflows
- Map your current tools. Identify what you use daily and how they connect.
- Choose your central hub. Teams should be where work conversations happen.
- Connect the essentials first. Start with Office 365, then add specialized tools.
- Create channel templates. Standardize tabs, apps, and workflows across teams.
- Train your team. Ensure everyone knows how to use integrated features.
- Monitor and optimize. Remove unused integrations and add new ones as needed.
Security and Compliance Considerations
- Review app permissions before installing third-party integrations
- Use conditional access policies to control data access
- Enable audit logs to track integration usage
- Regularly review and update integration permissions
- Ensure data residency requirements are met
- Train teams on secure sharing practices
Transform Teams into Your Work Hub
Connect all your tools and automate workflows with Scrumrobo integration.