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Microsoft Teams + Nintex = Better together

Microsoft Teams is now the company’s fastest-growing application ever, with over 13 million daily active users and 91 of the Fortune 100 companies using the communication and collaboration platform. 

Such phenomenal growth leads to some more familiar challenges beyond simply automating the publishing of content and that’s how organizations administer and govern their Microsoft Teams deployments efficiently, effectively and reliably.

Let me introduce you to the new Microsoft Teams capabilities in Nintex Workflow.  

Launched this week, the comprehensive set of actions within Nintex Workflow Cloud for Microsoft Teams allows organizations to go beyond simply automating the publishing of content, and allow significant administration and governance of Microsoft Teams.  

We’ll take a look at the range of capabilities launched, show you how to leverage those in a workflow,  and dive into a specific useLastly, I’ll outline all the different options available to you with Nintex Workflow Cloud and Microsoft Teams.  

First things first: Connections. Microsoft Teams will need an underlying Office 365 tenant to authenticate with before being able to surface the underlying Teams with which to perform the action specifics. An important point to note when creating a new Teams connection is the permissions required will need approval (consent) from a global administrator, more detail can be found on our help page here.

What actions and configurations are available for Microsoft Teams?

At a 40,000 foot view we have the following:

Use Case: Microsoft Teams + Nintex

Picture this. The organization you work for adopts Microsoft Teams to nurture the collaboration on all the project bids under which the organisation tenders. This could be dozens, hundreds, or even several thousand each year.

The process that the organization follows is fairly straight forward.

  • When someone wants to formalize a new project bid they complete a new Nintex Form with all the bid specifics – the name of the bid, team to work on itits purpose and which communication channels are required for the various discussion threads. 
  • The management and allocation of the different bid team members resides within SharePoint, based on the selected team, we retrieve all the relevant members (members could be retrieved from another system, such as Azure AD) 
  • An automated process is then triggered, performing the following 
    • Creation of the new Team for the specific bid assigning the relevant settings (e.g. guest, member, messaging and fun settings) 
    • Assign the bid owner to the team 
    • Add the members of the bid team 
    • Add the selected channels to the new Team 
    • Embed multiple forms (Nintex) in the team channel via Tabs 
    • We also embed the bid process (Promapp process) to the Teams channel at this stage, so everyone is accountable to the outcome and success of the bid.  
    • Post a welcome message to the General channel  

Now would be a good time to imagine the reverse of this process.

What happens when it’s time to archive and offboard a specific bid/project/team you’ve created and how best can we govern that process.

Our new integration provides several connectors to help with the lifecycle of a Team, including the ability to archive a Team as well as being able to remove members throughout the life of the bid.

Given Nintex Workflow Cloud’s ability to kick off a process from an event/trigger in a third-party system such as Salesforce, Dynamics CRM or even using Nintex RPA to fuel the workflow Start Event, these values can easily be brought into your Microsoft Teams efforts.

‘Create a team’ connector

 

Interested in trying Nintex Workflow Cloud for yourself? Sign up for a free 30-day trial.

 

Chris Ellis

Nintex Technical Evangelist Chris Ellis brings years of experience as a software engineer and a lifelong passion for technology to the role. Based in Melbourne, Australia, he loves showing people the value and simplicity of the Nintex workflow platform. When not working, he enjoys snowboarding and traveling (he has fond memories of a six-week trip in Southeast Asia). Follow him on Twitter @ce1906