Considerations for Configuring Teams Integration in PIM

Review key considerations before configuring the PIM and Microsoft Teams integration. This includes obtaining stakeholder approval, setting up Microsoft Entra App Registration, defining user roles, and understanding document sharing specifics to ensure a smooth and effective setup.

Stakeholder Approval

Confirm that key business stakeholders are comfortable with integrating the PIM system and its users with your live Teams environment. This integration impacts how documents are shared and accessed within Teams, so alignment on usage expectations is essential.

Microsoft Entra App Registration

Create a Microsoft Entra App Registration to enable PIM to access your Teams application. This requires appropriate Microsoft Graph API permissions, which will allow PIM to share documents directly within Teams channels.

Configure Entra App Details in PIM

Enter the key details from the Entra App Registration into the new Teams configuration page in PIM. This setup will establish the connection between PIM and Teams.

Define User Roles for Teams Integration

Determine which user roles should have the following permissions for the integration:

• Teams.Admin: Manages document shares to Teams, with the ability to oversee all users' shared documents.
• Teams.ShareDocuments: Allows users to share PIM document series links to Teams channels they have access to.

Note: All PIM users can view shared PIM-to-Teams documents within the PIM UI once they log in to Teams via PIM's new Teams login page. However, they will only see documents shared to channels they already have permission to access in Teams.

Document Link Structure

Understand that document links shared to Teams are set at the document series level rather than at specific document revisions. This approach supports collaborative discussions across the document's entire lifespan, helping teams focus on the latest version without tracking separate conversations for each revision. Users can refer to PIM for document version history but should clearly annotate any revision-specific comments in the Teams channel post if needed.

Environment-Specific Integration

Be aware that PIM stores Graph API identifiers for the connected Teams system. Links generated through this integration are specific to that Teams environment. While multiple Entra App Registrations can be set up in PIM, this is only to support migration within the same Teams tenant-not to enable multiple Teams instances. It is recommended to only connect a production Teams environment to a production PIM system.