Recognize offers a multitude of integrations that help you engage staff. The Microsoft Teams integration allows you to view your social feed, recognize staff, get stats, redeem gift cards, and more, all without leaving Microsoft Teams. There are 3 ways to integrate Recognize into your Teams:
- Personal Tab - This is a tab that is installed into the "application bar" which is present on the side of browser and desktop Teams applications and at the bottom of mobile applications. When clicked, it brings users to their user profile, but they have full access to the Recognize application.
- Channel Tab - This is a tab that is installed into a channel and gives a streamlined view of recognitions. The feed can be customized to only show recognitions relevant to the channel.
- Power Automate/Workflows (Formerly Connectors) - This is a channel-based integration that creates a connection between Recognize and that channel allowing Recognize to post recognitions into the main Posts feed of that channel. Similarly to 'Channel Tab,' this can be customized to only post recognitions that are relevant to the channel.
Use the below menu to learn more about our Microsoft Teams Integration:
How To Add Recognize to Microsoft Teams
How to Add Recognize to your Company's General Channel within Microsoft Teams
How to Deploy Recognize App Bar to All Users within Microsoft Teams
Microsoft Teams Power Automate/Workflows
How To Add Recognize to Microsoft Teams
- Within Microsoft Teams, start by selecting the 'Apps' button from your personal bar on the left
- Search 'Recognize' in the search bar
- Select the Recognize App from the results
- From the description screen, click 'Add' to add the app to your personal bar
- Once the app is installed, click 'Get Started' to sign in to Recognize and begin using Recognize in Microsoft Teams
How to Add Recognize to your Company's General Channel within Microsoft Teams
- Select the 'General' tab in the Teams Chat you wish to add Recognize to & Select the '+' symbol in the top navigation panel of the General Tab
- Search for Recognize in the search bar
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Select the Recognize App to add it to your General Channel
- Select 'Get Started' to sign in to Recognize
- Once you've signed in, configure the Recognize Tab for the General Channel. First, enter the Tab Name you wish to give the Recognize Tab
- Specify which page you'd like to display - All Recognitions, or a specific company team within Recognize
- When you are done, select 'Save'.
- Once you have saved your changes, you will be able to view your Recognize Stream page within Microsoft Teams.
How to Deploy Recognize App Bar Tab to All Users within Microsoft Teams
Once you've added the Microsoft Teams Recognize App bar tab (also known as profile tab or static tab) to your account, you'll want to have this pushed out to the rest of your employees' Microsoft Teams accounts. This will be something a Microsoft Teams Administrator at your company will need to do. Please share the below video and step-by-step instructions with them and have them reach out to Support@recognizeapp.com with any questions they may have!
- Open the Microsoft Teams admin center dashboard: admin.teams.microsoft.com/dashboard
- On the left side menu, scroll to 'Teams Apps' and select 'Manage Apps' from the drop-down
- From the Manage apps page, select the 'Org-wide app settings' button in the upper right-hand corner
- Within the pop-up, toggle 'Allow third-party apps' to On and select 'Save'
- Search for 'Recognize' within the table
- Select the Recognize app by clicking on 'Recognize'
- Toggle status to 'Allowed'
- From the left-side menu, under the 'Teams apps' drop-down, select 'Setup policies'
- Click on 'Global (Org-wide default)'
- Under 'Pinned apps', select 'Add apps'
- Within the 'Add pinned apps' pop-up, search for the Recognize App and click the 'Add' button
- After Recognize shows up in the table, click 'Save'
Microsoft Teams Power Automate/Workflows
Microsoft Teams + Power Automate/Workflows used in conjunction with Recognize's webhooks allow specific recognitions to automatically post to specified channels within Microsoft Teams. For example, if you'd like only your team's relevant recognitions posted to your team channel vs all recognitions for the company, and you have team data available in the Recognize platform, you have the ability to achieve this using Workflows in Microsoft Teams.
Configurations for Power Automate/Workflows in Microsoft Teams should be completed using a service account. This is because new Recognitions will show a header - “Your Name via Workflows,” which is determined by the identity of the user who sets up the integration within Teams.
NOTE: Before setting up Microsoft Power Automate/Workflows, you'll need to ensure your 'Teams' in Recognize have been set up appropriately in the Recognize platform by a Company Admin. For more information on setting up Teams, see our article: Recognize Teams Overview
Creating a New Workflow in Microsoft Teams
- From the left side bar within Microsoft Teams, select the three dots to open the app search
- Search for and select the Workflows app
- Click 'Create' in the top menu to create a new Workflow
- Search for 'Post to a channel when a webhook request is received' in the top search bar to find the Workflow needed
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Click on the Flow to open the details
- Give your Flow a name
- Ensure you are signed in to Teams by looking for the green checkmark next to Teams
- Then, click 'Next'
- Select your desired team from the first drop-down
- Select your desired channel within Teams to post to from the second drop-down
- Then, click 'Create flow'
- A success pop-up will appear, and you'll copy the link provided to your clipboard
Adding a Webhook in Recognize
Next, you'll visit the Recognize Company Admin portal to create a new webhook that will carry out the action of posting to your specific channel.
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Select 'Menu' in the right hand corner of your screen
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Select 'Company Admin' from the drop-down menu
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Select 'Settings' from the left side menu within the Company Admin Portal
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Select 'Webhooks' from the right side navigation pane
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Click the 'Add new' button in the 'Webhooks' section
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In the pop-up, give your Webhook a Description
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Set 'Subscribed event' to 'Recognition approved'
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Paste your copied link into the 'Target url' field
- Set 'Request method' to 'POST'
- Copy the below snippet and paste it into the 'Payload template' field
{
"type": "message",
"attachments": [
{
"contentType": "application/vnd.microsoft.card.adaptive",
"contentUrl": null,
"content": {
"$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
"type": "AdaptiveCard",
"version": "1.4",
"body": [
{
"type": "ColumnSet",
"columns": [
{
"type": "Column",
"width": 2,
"items": [
{
"type": "TextBlock",
"text": "{{ recipients_label }} was recognized with {{ badge.name }}",
"weight": "bolder",
"size": "extraLarge",
"spacing": "none",
"wrap": true,
"style": "heading"
},
{
"type": "TextBlock",
"text": "{{ message }}",
"size": "auto",
"wrap": true
},
{
"type": "TextBlock",
"text": "Sent by {{ sender_name }}",
"size": "small",
"wrap": true
}
]
},
{
"type": "Column",
"width": 1,
"items": [
{
"type": "Image",
"url": "{{ badge.image_url }}",
"size": "auto",
"altText": "Badge icon"
}
]
}
]
}
]
}
}
]
} - Click 'Save'
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Turn on the Webhook from the table in the Company Admin Settings under 'Webhooks' to activate the Webhook
New approved Recognitions will then be sent to your designated channel and they will look like this: