MS Teams Direct+

Documentation

Complete guide to setting up and using MS Teams Direct+

New to MS Teams Direct+? Start with our Quick Start Guide for a 5-minute walkthrough to send your first notification.

Getting Started

This documentation provides comprehensive information. If you prefer a streamlined setup guide, visit the Quick Start page.

1. Install from monday.com Marketplace

  1. Go to the monday.com Marketplace and search for "MS Teams Direct+"
  2. Click "Install" and select your workspace
  3. Review the permissions and click "Authorize"

2. Connect Your Accounts

Open the MS Teams Direct+ administration page: click your profile icon (top-right) → Administration → Admin Apps → MSTeamsDirect User Mapping. You can also get there by clicking "Use app" on the app's Marketplace listing.

You'll see a two-step connection wizard:

  1. Connect monday.com — Click "Connect" on the monday.com card. A popup will open to authorize the connection.
  2. Connect Microsoft Teams — After monday.com is connected, click "Connect" on the Microsoft Teams card. Sign in with your Microsoft account and grant permissions.

Once both accounts are connected, MS Teams Direct+ automatically syncs your user directories in the background. The connection wizard disappears and the User Mapping table becomes visible.

Permissions tip: The first installation should be performed by a Microsoft tenant admin who can grant organization-wide consent, so teammates can use the integration without additional approvals.

Note: You need admin permissions in both monday.com and Microsoft Teams to complete the setup.

User Mapping

User mapping connects monday.com users to Microsoft Teams users. MS Teams Direct+ uses these mappings to determine where to send notifications.

Automatic Email Matching

MS Teams Direct+ automatically matches users when their email addresses are identical in monday.com and Teams. This happens in the background and requires no action from you.

Manual Mapping

For users with different email addresses or when automatic matching fails:

  1. Go to the administration page in MS Teams Direct+
  2. Find the unmatched monday.com user in the mapping table
  3. Use the search dropdown on that row to find and select the corresponding Teams user
  4. The mapping is saved automatically

CSV Bulk Import

To import many user mappings at once:

  1. Create a CSV file with two columns: monday_email and teams_upn
  2. Add one mapping per row
  3. Go to "User Mappings" and click "Import CSV"
  4. Upload your file and click "Import"

Example CSV:

monday_email,teams_upn
[email protected],[email protected]
[email protected],[email protected]

Creating Workflows in monday.com

Basic Notification Workflow

  1. Open your monday.com board
  2. Click "Automate" in the top menu
  3. Click "Add Workflow" and choose a trigger (e.g., "When person is assigned")
  4. Add an action block — search for "MS Teams Direct+"
  5. Select either "Send message to assigned user" or "Send message to a Teams channel"
  6. Customize your message using placeholders
  7. Click "Create Workflow"

Available Placeholders

You can use these placeholders in your notification messages:

  • {board_name} - The name of the board
  • {group_name} - The group the item belongs to
  • {item_name} - The name of the item
  • {assignee_name} - The name of the assigned person
  • {item_url} - Direct link to the item in monday.com

Example message:

You've been assigned to {item_name} in {board_name}. Click here to view: {item_url}

Sending to Channels

To send notifications to a Teams channel instead of a user:

  1. In your monday.com workflow, select the "Send message to a Teams channel" action block
  2. Choose the team and channel from the dropdowns
  3. Customize your message
  4. Save the workflow

Notification Format

MS Teams Direct+ sends notifications as formatted message cards in Microsoft Teams. Each notification includes:

  • Header: Board name and group
  • Title: Item name (clickable link to monday.com)
  • Message: Your custom message with placeholders replaced
  • Action button: "View in monday.com" direct link

Notifications appear as direct messages in Teams, so users can respond or dismiss them just like any other message.

Activity Log

The Activity Log shows a record of all notifications sent through MS Teams Direct+:

  1. Go to the "Activity" page in MS Teams Direct+
  2. View recent notifications with status (Sent, Failed, No Mapping)
  3. Filter by date, user, or status
  4. Click any entry to see full details

Activity logs are retained for 90 days.

Troubleshooting

Notification not received

Check these common issues:

  • Verify the user mapping exists (User Mappings page)
  • Confirm the workflow is active in monday.com
  • Check the Activity Log for error messages
  • Ensure the Teams user has granted permissions
  • Verify the user isn't blocking bot messages in Teams

"No mapping found" error

This means MS Teams Direct+ couldn't find a Teams user for the monday.com assignee:

  1. Go to User Mappings
  2. Create a manual mapping for this user
  3. Or add their email to your CSV import file
  4. The next notification will use the new mapping

Authentication expired

If you see an authentication error:

  1. Go to the MS Teams Direct+ administration page
  2. The connection wizard will reappear for the disconnected account
  3. Click "Connect" and sign in again to refresh your credentials

Notifications are delayed

Slight delays can occur due to:

  • monday.com automation queue processing
  • Microsoft Teams API rate limits
  • High volume of notifications

Typical delivery time is under 5 seconds. If delays exceed 1 minute, check the Activity Log or contact support.

Security & Permissions

Required monday.com Permissions

  • Read board data (to get item details)
  • Read user information (to identify assignees)
  • Access automations (to receive triggers)

Required Microsoft Teams Permissions

  • Send messages on your behalf
  • Read user profiles to match monday.com users

You can revoke these permissions at any time through monday.com or Microsoft Teams settings.

Limits & Quotas

  • User mappings: Unlimited
  • Notifications per day: Based on your subscription plan
  • Activity log retention: 90 days
  • CSV import size: Up to 10,000 rows
  • Workflow evaluations: monday.com may count workflow evaluations even when conditions fail and nothing is delivered; factor that into your quota planning.

Data & Privacy

MS Teams Direct+ stores:

  • User mapping data (monday.com email ↔ Teams email)
  • OAuth tokens (encrypted)
  • Activity logs (90 day retention)
  • Notification content (transient, not permanently stored)

See our Privacy Policy for complete details.

Support

Need help? We're here for you:

  • Chat: Use our chat feature at the bottom right of the website. It connects you to a live person if we're online, or emails a live person if we're offline—no AI chatbot.
  • FAQ: Frequently Asked Questions
  • Response time: Within 24 hours on business days

Updates & Changelog

We regularly improve MS Teams Direct+ based on user feedback. Major updates will be announced via:

  • Email to all administrators
  • In-app notifications
  • monday.com Marketplace listing

Last updated: February 19, 2026