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Installing Momentum for Teams

Only users with an email address in Active Directory/Microsoft Entra will be imported. The email address is used to match this user with accounts in other platforms such as Salesforce

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1. Login in Momentum

Connect the Microsoft Teams integration by navigating to the Individual Account Connect screen and sign in to the Microsoft Teams integration. A user must take this step before installing our app in Teams The top of the Integrations page with two tabs: Connected and Browse Integrations. The Browse Integrations tab is selected A card depicting the Microsoft Teams logo and title. There is also a blue button with the title Sign in Depending on your organization’s settings in Microsoft Entra, you may be required to request permission to authorize Momentum. After receiving approval, you may be required to repeat this sign in step again. Once your login is completed, the Momentum App will be submitted to your organizations Teams App Marketplace. You will need a Teams Administrator to approve the app before installing it in your team

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2. Approve the Momentum App

You will need your Teams Administrator to complete this step.
In the Teams Admin Center, navigate to Teams apps > Manage apps A portion of the sidebar navigation menu from the Teams admin console. The section Teams apps is open and the sub-menu item Manage apps is selected Search for momentum in the list of apps and open the application. On the main screen, click Publish. A section of the Manage apps screen with the All apps tab selected. The search bar contains the keyword Momentum and the Momentum app is the first item in the list. Once the app has been published, you will need to Grant Admin Consent. Navigate to the Permissions tab and click Grant admin consent in the yellow bar that appears Click on the Momentum app Click on the Permissions tab Under Required Permissions click Grant admin consent A page section with a row of tabs. The Permissions tab is selected. The section below is named Required permissions. This lists the permissions required to install Momentum as well as a call to action asking the user to Grant Admin consent Sign in and accept the requested permissions

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3A. Install Momentum as a Teams Admin

For instructions on how to add Momentum to a Team as a Team Owner, proceed to step 3B below
Return to Teams apps > Manage apps Search for the Momentum app again and click on the checkbox to the left of it A list of applications including the Momentum app. The checkbox to the left of Momentum is selected Click Add to team Select which teams you’d like to install Momentum. You’ll need to repeat this step for each team. Team owners may also add Momentum through the Teams interface A page section titled "Add to a team". There is a search bar with the contents "team" and two search results, one named team2 and the other named team. Each result includes an Add button Once installed, the Momentum bot will post a message to the General channel of each installed Team Message posted to the Teams channel after a successful installation. The message is authored by the Momentum bot and reads "Momentum bot has been installed and is now syncing your data"

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3B. Install Momentum as a Team Owner

Once the Momentum Teams app has been approved by your administrator, any Team Owner can add Momentum to their Team. In the Chat tab, find the team you’d like to add Momentum to. In this example we’ll be adding this to Demo Team. A sidebar tab from the Teams user interface. There is a chat bubble with the label Chat below it Mouse over the team you want to configure and click on the three dot menu A list of Teams and channels with the Team named Demo Team selected. The accessory menu control is visible Select Manage team The expanded accessory menu for the selected Team. The menu item Manage team is highlighted Select the Apps tab. The manage Team screen for a team named Demo Team, as it appears on a larger screen. The Apps tab is highlighted On smaller screens, this may be a menu below the team name The manage Team screen for a team named Demo Team, as it appears on a smaller screen. The menu below the team name is expanded and the Apps menu item is selected On the Apps screen, click + Get more apps. Momentum should appear in the Built for your org section. If it doesn’t appear there, you may need to click See all A page section named Built for your org. The Momentum app is present and includes a button with the label Open Click Add or Open You may be prompted to select a channel, this will set the first channel for messages to appear A modal dialog showing the Momentum logo and name. There is a search bar below allowing the user to search for a channel and one channel below named All Call Summaries Select a channel and click Go After a few seconds, Momentum will post a message to your channel confirming installation Message posted to the Teams channel after a successful installation. The message is authored by the Momentum bot and reads "Momentum bot has been installed and is now syncing your data"

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Required Permissions

The Momentum Teams integration is in early preview and permissions listed below may be subject to change. Users may need to reauthorize to add or remove permissions as they change
Permissions for Momentum are required to be approved in two places: Microsoft Entra Admin Enterprise Apps and Teams Admin Application permissions
  • Channel.ReadBasic.All - read lists of channels, so that admins may select a channel as a destination for notifications
  • ChannelMessage.Send.Group - post notifications to channels and messages
  • Team.ReadBasic.All - read lists of teams and their channels
  • TeamMember.Read.All
  • TeamMember.Read.Group
  • User.Read.All - read user details, including email addresses. Email addresses are used to correlate users across systems such as Zoom, Salesforce, etc.
Delegated permissions
  • AppCatalog.Submit - upload the Momentum app to your Team
  • offline_access - access the Microsoft Graph API to periodically synchronize lists of users and channels, post messages at any time