docs: clarify MS Teams connect steps and limitations (#5361)
# What this PR does Addressing a couple of docs support escalations related to the MS teams integration. ## Which issue(s) this PR closes https://github.com/grafana/support-escalations/issues/13489 ## Checklist - [ ] Unit, integration, and e2e (if applicable) tests updated - [ ] Documentation added (or `pr:no public docs` PR label added if not required) - [ ] Added the relevant release notes label (see labels prefixed w/ `release:`). These labels dictate how your PR will show up in the autogenerated release notes.
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# MS Teams integration for Grafana OnCall
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{{< admonition type="note" >}}
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This integration is available exclusively on Grafana Cloud.
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{{< /admonition >}}
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The Microsoft Teams integration for Grafana OnCall embeds your MS Teams channels directly into your incident response
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workflow to help your team focus on alert resolution.
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@ -32,33 +36,38 @@ acknowledge, unacknowledge, resolve, and silence.
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## Before you begin
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> NOTE: **This integration is available to Grafana Cloud instances of Grafana OnCall only.**
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The following is required to connect to Microsoft Teams to Grafana OnCall:
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- You must have Admin permissions in your Grafana Cloud instance.
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- You must have Owner permissions in Microsoft Teams.
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- Install the Grafana IRM app from the [Microsoft Marketplace](https://appsource.microsoft.com/en-us/product/office/WA200004307).
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## Install Microsoft Teams integration for Grafana OnCall
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## Connect Microsoft Teams with Grafana OnCall
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1. Navigate to **Settings** tab in Grafana OnCall.
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{{< admonition type="note" >}}
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A Microsoft Teams workspace can only be connected to one Grafana Cloud instance and cannot be connected to multiple environments.
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{{< /admonition >}}
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To connect Microsoft Teams with Grafana OnCall:
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1. In Grafana OnCall, open **Settings** and click **Chat Ops**.
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1. From the **Chat Ops** tab, select **Microsoft Teams** in the side menu.
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1. Follow the steps provided to connect to your Teams channels, then click **Done**.
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1. To add additional teams and channels click **+Add MS Teams channel** again and repeat step 3 as needed.
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1. Follow the in-app instructions to add the Grafana IRM app to your Teams workspace.
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1. After your workspace is connected, copy and paste the provided code into a Teams channel to add the IRM bot, then click **Done**.
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1. To add additional channels click **+Add MS Teams channel** and repeat step 3 as needed.
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## Post-install configuration for Microsoft Teams integration
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Configure the following settings to ensure Grafana OnCall alerts are routed to the intended Teams channels and users:
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- Set a default channel from the list of connected MS Teams channels. This is where alerts will be sent unless otherwise
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specified in escalation chains.
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- Set a default channel from the list of connected MS Teams channels.
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This is where alerts will be sent unless otherwise specified in escalation chains.
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- Ensure all users verify their MS Teams account in their Grafana OnCall user profile.
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### Connect Microsoft Teams user to Grafana OnCall
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1. From the **Users** tab in Grafana OnCall, click **View my profile**.
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1. In the **User Info** tab, navigate to **Microsoft Teams username**, click **Connect**.
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1. From the **Users** tab of Grafana OnCall, click **View my profile**.
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1. In the **User Info** tab, locate **Notification channels**, **MS Teams**, and click **Connect account**.
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1. Follow the steps provided to connect your Teams user.
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1. Navigate back to your Grafana OnCall profile and verify that your Microsoft Teams account is linked to your Grafana
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OnCall user.
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