Overview

Microsoft Teams is a collaboration and communication platform that brings together chat, meetings, file sharing, and app integrations in one workspace. Persona’s integration with Microsoft Teams lets you automatically send alerts and updates from Persona into Teams channels so the right stakeholders are notified in real time.

By posting structured updates directly where teams already work, this integration reduces context switching and manual copy-paste. It’s especially helpful for fraud, risk, compliance, and operations teams who need to coordinate investigations and actions quickly across multiple systems.

Benefits

Real-Time Alerts: Deliver instant notifications to Teams channels when key events occur in Persona, such as verification failures, flagged reports, or case escalations.

Centralized Collaboration: Keep identity context and discussions together in Teams so reviewers can coordinate and take action faster.

Faster Triage: Route the right context to the right people and channels, reducing time-to-resolution for investigations.

Reduced Manual Work: Eliminate repetitive copy-paste tasks and keep updates automatically flowing from Persona into Teams.

Integration Features

Persona’s Microsoft Teams integration focuses on reliable message delivery and easy targeting of the right channels. Key capabilities include:

• Discover Teams and Channels: Identify the right Teams and channels in your organization for targeted message delivery.
• Send Structured Messages: Post alerts with text or HTML formatting, subject lines, and importance flags to ensure critical updates stand out.
• Automate Workflow Actions: Trigger messages based on Persona events like verification failures, flagged reports, or case escalations.
• Manage Notifications Efficiently: Direct messages to specific channels and stakeholders, keeping information organized and actionable.

Setting up the Microsoft Teams integration

Prerequisites

To set up the Microsoft Teams integration, ensure you have:

• Admin access to your Microsoft Teams account
• Necessary API permissions to access Microsoft Teams credentials

Setting up the Microsoft Teams Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Microsoft Teams.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential and click Continue.
4. In the Microsoft sign-in window, log in with your Microsoft account and review the requested permissions.
5. Click Accept to grant access and finish connecting the credential.
6. (Optional) Click Test on the credential to confirm it’s working.

Using the Microsoft Teams integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the Microsoft Teams integration and choose your Teams credential.
4. Configure the input fields (e.g., Team, Channel, Message content) based on your use case.
5. Save and publish the workflow.

Microsoft Teams Operations Overview

Persona can send messages to channels and retrieve team/channel details using Microsoft Teams’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Microsoft Teams integration:

List Teams

Returns a list of Teams in your organization. Use this step to discover the correct Team to target before selecting a channel or sending a message.

Configuration Steps:

• Optionally add:
  • Filter: Provide a filter expression (e.g., search by display name).
  • Select Properties: Choose specific fields to return (e.g., id, displayName, description).
  • Page Size: Limit the number of results per page.
  • Skip Token: Use this when continuing from a previous paginated response.
  • Include Count: Include a total record count in the response.

List Team Channels

Retrieves channels for a specific Team. This helps you select the exact channel where alerts should be posted (e.g., a standard “risk-alerts” channel or another team’s collaboration channel).

Configuration Steps:

• Provide values for required fields:
  • Team ID
• Optionally add:
  • Filter: Narrow channels by criteria (e.g., membership type).
  • Select Properties: Choose which fields to include in the response.

Send Channel Message Workflow Action Step

Posts a new message to a specified channel. You can send either plain text or HTML content, and optionally include a subject line and importance level to highlight urgent updates. This is ideal for broadcasting Persona case updates, verification results, or risk alerts to the right audience without leaving Persona.

Configuration Steps:

• Provide values for required fields:
  • Team ID
  • Channel ID
  • Message Content
    • Content Type: Choose text or HTML
    • Content: The message body (e.g., summary, links to the Persona Case)
• Optionally add:
  • Subject: Provide a short subject line for the message.
  • Importance: Set the importance (normal, high, or urgent) to visually elevate critical alerts.
  • Mentions/Attachments: Where supported by Teams, include mentions or attachments to give additional context.

Tips:

• Use HTML to emphasize key details (e.g., bold the case ID or add structured links).
• Target different channels based on severity or event type to improve triage.

FAQs

Can I post to private channels?

You can post to any channel that your connected account has permission to access. If you don’t see a channel in the selector, confirm that your account is a member of the corresponding Team and channel.

How do I find the right Team and Channel IDs?

Use the List Teams and List Team Channels workflow action steps to fetch the available options. Then select the desired Team and Channel in your message step configuration.

Can I format messages?

Yes. Messages support text or HTML. Use HTML to add structured formatting (e.g., headings, bold text, links) so critical information stands out in busy channels.