Connector for Microsoft 365 and Teams

Whether Microsoft Teams, OneDrive, Excel, PowerPoint or Word, programs from the Microsoft universe are simply indispensable. The Intrexx Connector for Microsoft 365 and Teams gives you a secure connection to these applications, opening up brand new opportunities for you to streamline your business with Intrexx.

Integration of Microsoft Teams means you can now send messages, create new channels and schedule meetings directly from Intrexx. For example, you can easily manage projects and training courses from Intrexx: participants can be automatically added to a corresponding Teams channel or invitations including a Teams link can be sent directly from your applications.

With the Connector, you can also link an Intrexx data field with a Microsoft Drive. When a data field is associated with a file selection control, the files are uploaded directly to the Microsoft Drive. The files can be displayed as required using the file view control or the view table. The document is displayed in the drive when the files are opened from Intrexx. For Office files (Word, PowerPoint, Excel), the online editor opens directly.

With the new One Drive control, your drives are displayed and managed in a tile or list view as an overview in Intrexx. You can view and download documents in the drives, add new files, and determine who has access to which drives with individual permissions defined by user roles – so you can bundle all your files and documents in one central location and eliminate stand-alone solutions. This allows you to store, manage, and retrieve all relevant documents of a project directly in a Microsoft Drive – quite conveniently, without having to leave Intrexx. Whether you store documents from Intrexx in Microsoft 365, display documents from Microsoft 365 in Intrexx, or open or download Microsoft 365 documents from Intrexx in Microsoft's online edit mode - with the Connector for Microsoft 365 and Teams, you can manage your documents intelligently on one platform.

The Connector for Microsoft 365 and Teams provides you with a range of functions for the interaction between Intrexx and Microsoft 365.

The focus here is on the integration of Microsoft Teams functionalities. There is also a simple configuration for accessing Microsoft OneDrive and a separate data group or data field for Microsoft 365 files.

Teams

Among other things, you can send team messages to a (dynamic) group of recipients directly from your portal. The message contents can be generated dynamically from data records in Intrexx. Teams messages can also be sent on an event-driven basis. This allows team members to automatically receive a message, for example when a machine triggers an event in Intrexx.

Communication can be bidirectional. In this way, data from the Intrexx portal can be retrieved in Microsoft Teams. And vice versa in Intrexx data from Microsoft Teams.

Start chat and call or video call by pressing a button

You can integrate buttons on portal pages that allow portal users to start a Teams chat or Teams call directly from the portal. This is started directly from the portal Microsoft Teams. Both the Teams desktop app and the Teams web app can be used.

In this way, portal users can easily communicate with each other via Microsoft Teams.

Portal users can also communicate with any other person who has a Microsoft 365 account directly from the portal via Microsoft Teams.

When starting Microsoft Teams from the portal, the participants for the chat or call can be "added". You can access static participant lists, participants from data groups or from data fields. This means that not only is Microsoft Teams called up, but you can also specify the communication participants at the same time.

Communication between Intrexx and Teams is done directly via the browser for the functionality described above. It is therefore not necessary to register Connector for Microsoft 365 and Teams in the "Integration" module to start a Microsoft Teams chat or call. All you have to do is add a button with the action type "Microsoft Teams communication" to an application input page.

You can find detailed information on this in the Start Microsoft Teams from application chapter.

Create team or channel

With the help of Intrexx processes, you can automatically create new teams and channels in Microsoft Teams. Intrexx accesses Microsoft Teams via a service account. In Intrexx, for example, you can see which teams already exist in Microsoft Teams and select which channel you would like to assign to this team.

You can find detailed information on this in the Create team/channel action section

Create and send messages in channels or chats

You can create and send Teams messages or chats. Among other things, you can determine whether static, recurring message texts or dynamic texts should be sent. For example, you can generate messages from system values or Velocity.

Detailed information on this can be found in section Teams messages action

Create meetings

You can create Microsoft Teams meetings. You can choose between static participants and dynamic participants. You can generate dynamic participants from a query of a data group, for example.

Detailed information on this can be found in section Create team meeting

OneDrive

Intrexx contains the control element "MS365 OneDrive". In combination with Connector for Microsoft 365 and Teams, the control element offers an easy way to access Microsoft OneDrive directly from your portal. You can then use the usual functions of Microsoft OneDrive, such as opening, editing and searching Microsoft 365 files. You can also use the portal to upload files to Microsoft OneDrive or download files from there.

Via Connector for Microsoft 365 and Teams you can set, among other things, whether the portal user must log in to Microsoft 365 when accessing Microsoft OneDrive or whether the portal user is automatically logged in to Microsoft 365 via Intrexx.

Further information on the Microsoft OneDrive functionalities can be found in the following sections:

• Integrate MS365 OneDrive control into application

• Integrate MS365 OneDrive control into application

• MS365 OneDrive - Dynamic access via drive ID

• Using Microsoft OneDrive in the Intrexx portal

MS365 Data field file and MS365 data group

You have the option of linking Intrexx data records with Microsoft 365 files. You can do this by adding the "MS365 file" data field to an existing data group or by creating an "MS365 data group".

Existing data group

You can add an "MS365 file" data field in a (regular) data group. This option is useful, for example, if you are already using a data group in an application and want to set up the link with Microsoft 365 data records there. When creating the "MS365 file" data field, Intrexx opens a properties dialog that asks for all the information required to connect to Microsoft 365.

New data group

Intrexx has the new data group variant "MS365 data group". This (automatically) contains the "MS365 file" data field. When creating an "MS365 data group", a properties dialog is displayed - as when adding an "MS365 file" data field - which asks for all the information required to connect to Microsoft 365.

For example, if you create a new application in which Microsoft 365 files are to be integrated, it is a good idea to create a new "MS365 data group".

Example - Add "MS365 file"

You carry out projects in which one or more documents are created and managed per project. You can save the documents at Microsoft OneDrive.

In the Intrexx portal, portal users should (for example) be able to add Microsoft 365 files to the projects in a view table and then open and edit them.

In the corresponding application in Intrexx, you have created a data group with the required information for the relevant project. You can now add the "MS365 file" data field to the data group that has already been created. Intrexx automatically creates the data field "ItemID". When adding the "MS365 file" data field, Intrexx will ask you for the information required to establish the connection to Microsoft OneDrive. When uploading a file from the Intrexx portal, Intrexx automatically determines the item ID of the document and saves it in the data field of the same name in the data group. This establishes the link between the Intrexx data record and the document on Microsoft OneDrive. The ItemID data field is hidden by default in the portal.

For more information on the MS365 file data field and MS365 data group functionalities, see the following sections:

• Add MS365 file field

• Create Microsoft365 data group