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Microsoft Teams Chat integration
Microsoft Teams Chat integration
Updated this week

Using Microsoft Teams Chat integration, you can receive the following notifications in Microsoft Teams Chat.

  • Booking was completed using the schedule adjustment calendar

  • A booking completed using the schedule adjustment calendar has been cancelled

  • A booking completed using the schedule adjustment calendar has been rescheduled

  • A response was entered in the Group (3 Companies) poll

  • Date confirmed by Group (3 Companies) poll

Microsoft Teams Chat integration is available for all plans.

What you need for integration

  • A Microsoft 365 account with a Microsoft Teams license and one of the following three plans

    • Microsoft 365 Business Basic

    • Microsoft 365 Business Standard

    • Microsoft 365 Business Premium

  • TimeRex account (Free or Paid)

For Microsoft 365 accounts that are capable of Microsoft Teams Chat integration, the "Teams meeting" item will appear on the Add Schedule screen in Outlook.

image-20231006-084238 (1).png

Notes

  • One chat can be linked per schedule adjustment calendar / Group (3 Companies) poll.

  • The total number of chats that can be linked in the schedule adjustment calendar per team is limited to 60 (there is no limit on the number of chats for Group (3 Companies) poll).

How to connect Microsoft Teams Chat and TimeRex

  1. Login to TimeRex with your regular Google or Microsoft account.

  2. Switch to the appropriate space and click on the "Team Settings" button.

  3. Click "Microsoft Teams Chat" in the " Integrations" menu to access the Microsoft Teams Chat integration page.

  4. Click on the "Connect" button.

  5. Sign in to Microsoft Teams Chat.

  6. Allow access to Microsoft Teams Chat.

Linkage to Microsoft Teams Chat must be implemented on a space-by-space basis.

Switch to the space where the schedule adjustment calendar for which you want to receive notifications is located, and set up the linkage by clicking the "Team Settings" button.

How to use Microsoft Teams Chat integration

Please make the following settings on the Create/Edit schedule adjustment calendar screen or the Create Group (3 Companies) poll screen.

schedule adjustment calendar

After the integration with Microsoft Teams Chat is complete, click "Add service Integration" in the "Service Integration" section of the schedule adjustment calendar's Advanced Settings, and click "Microsoft Teams Chat" to select the "Chat" for which you would like to receive notifications.

* Only group chats can be linked, not one-to-one or your own chats.

When booking is completed or cancelled or rescheduled in the schedule adjustment calendar with Microsoft Teams Chat integration, you will receive a notification on the chat you set up.

Group (3 Companies) poll

When creating a Group (3 Companies) poll, you will be able to select a "Chat".

* Only group chats can be linked, not one-to-one or your own chats.

You will receive notifications on the chats you have set up when there is a response to a Group (3 Companies) poll for which you have set up a Microsoft Teams Chat linkage.

You will also be notified when the dates are confirmed.

Notification details of the schedule confirmed in the schedule adjustment calendar / Group (3 Companies) poll

Notifications in the chat are as follows:

schedule adjustment calendar

  • Name of the person who added the appointment

  • Guest's Company Name

  • Guest Name

  • Appointment date, time, and time zone

  • Schedule adjustment calendar name

    • Click to view schedule details on TimeRex.

  • Host Participant Name

* Cancellation notices are the same.

* If a guest reschedules, you will receive a notification showing the before and after dates and times of the change.

Group (3 Companies) poll

When a poll (answer of whether or not to attend) has been taken

  • Name of person who responded whether or not to attend the meeting

  • Guest's Company Name

  • Guest Name

  • Group (3 Companies) poll URL

    • Click to open the polling page.

  • Candidate date and time and whether or not to attend (○ / ×)

  • Host Participant Name

  • Schedule confirmation page URL

    • On TimeRex, you can check the polling status, fix the dates, and view the confirmed dates and times.

When the date is fixed

  • Appointment date, time, and time zone

  • Group (3 Companies) poll URL

    • Click to open the polling page.

  • Guest's company name and name (only for guests who responded ○ for the date and time determined)

  • Host Participant Name

  • Schedule confirmation page URL

    • On TimeRex, you can check the polling status, fix the dates, and view the confirmed dates and times.

How to disconnect Microsoft Teams Chat and TimeRex

If you wish disconnect the integration between Microsoft Teams Chat and TimeRex, you can do so by clicking the "Disconnect" button on the Microsoft Teams Chat integration page.

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