MS Teams Configuration

Add the MS Teams configuration information in Costpoint to complete the MS Teams integration.

MS Teams must be configured first in the Product Configuration Utility. See Appendix H in the Deltek Costpoint 8.2 Configuration Utility Guide for setup instructions.

After completing the MS Teams configuration in the Product Configuration Utility:

  1. In Costpoint, open Manage System Integration Accounts (Admin > Security > System Security > Manage System Integration Accounts).
  2. Open the Microsoft Teams Bot Connection Information subtask.
  3. Enter the tenant ID, application ID, secret, and configuration endpoint information that was established in the Product Configuration Utility.
  4. Save your updates.
  5. Open MS Teams and add the Costpoint MS Teams App.
    Note: To use MS Teams, users must have an email address assigned to their account in Manage Users. If users share the same email address in Costpoint, MS Teams will prompt a user to specify which one is using the Costpoint MS Teams app to establish a temporary link.

    Costpoint uses the SSO process to authenticate a user in Costpoint based on their identity in MS Teams, as established by Microsoft.