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Microsoft Teams integration for scheduled reports

The Microsoft Teams integration delivers scheduled reports directly to your Teams channels. Subscribe your team to daily, weekly, or monthly reports so everyone sees the same data. This builds alignment, encourages discussion, and creates consistent data review habits across the organization. Marfeel also supports Slack as an alternative delivery channel.

  1. Go to Organization settings > Integrations > Microsoft Teams. Microsoft Teams integration option in Organization settings|690x439

  2. Sign in to the Microsoft OAuth and accept the necessary permissions. You must be a Global Administrator of the Microsoft organization to do so. Microsoft OAuth sign-in dialog for permissions approval|690x439

  3. The integration is now connected. Any scheduled reports delivered to Microsoft Teams channels appear under Integrations > Teams > Details. Previous activity can be found under the “Logs” tab. Connected Teams integration showing Details and Logs tabs|690x439

  4. Configure any scheduled report to be delivered via Microsoft Teams by selecting this option on the report subscription dialog. Report subscription dialog with Microsoft Teams delivery option selected|690x439

Who can set up the Microsoft Teams integration in Marfeel?

A Global Administrator of the Microsoft organization must sign in to the Microsoft OAuth and accept the necessary permissions.

Where can I see Microsoft Teams report delivery activity?

Go to Organization settings, then Integrations, then Teams, and click Details. Previous activity is available under the “Logs” tab.

How do I send a scheduled report to a Microsoft Teams channel?

Configure any scheduled report and select Microsoft Teams as the delivery method in the report subscription dialog.