What is included in the Microsoft Teams integration?

With two of your most important workspaces connected, you can save time and improve the way you share data assets with your team.

Once you've integrated Microsoft Teams with Atlan, you can do all of the following — all without leaving Atlan!

• Share data assets on Microsoft Teams
• Link important Microsoft Teams threads to Atlan assets
• Set up Microsoft Teams notifications for announcements, glossary updates, starred assets, and playbook runs

When users share assets on Microsoft Teams — including asset links, glossaries, and saved queries — Atlan will provide an embedded preview and context for the asset directly in Microsoft Teams.

Share assets without leaving Atlan

To share assets on Microsoft Teams, without leaving Atlan:

1. From any asset in Atlan, in the asset sidebar, click the Share on Teams icon.
2. In the Share on Teams dialog:
   1. For Channel, choose the Microsoft Teams channel where you want to post.
   2. For Message, enter the message you want to share for the asset on the channel. (Note that tagging another user from your Atlan workspace in the message is currently not supported.)
   3. (Optional) For Add as a resource, toggle the slider on to add the message as a resource to your asset. When you add the message as a resource, anyone viewing the asset in Atlan will be able to see previous discussions in Microsoft Teams about that asset.
3. Click Share to post on Microsoft Teams.

Your message is now on Microsoft Teams and linked to the asset for future reference! 🎉

Add existing Microsoft Teams discussions to assets

If you've ever discussed a data asset in Microsoft Teams, it could be helpful to bring that context back to your asset.

To add existing discussions from Microsoft Teams, within Atlan:

1. From the asset, on the right of the screen, click the Teams sidebar icon:
   • If there are existing discussions on the asset, to the right of Teams conversations, click the Add link.
   • If there are no existing discussions on the asset, click the + Add Teams thread button.
2. In the Add Teams thread dialog, under the Link heading, paste the link to the Microsoft Teams thread.
3. Under the Title heading, write a brief description of the thread.
4. At the bottom of the dialog, click the Add button.

Your existing discussion on Microsoft Teams is now linked to the asset for future reference! 🎉

Enable alerts for glossary updates in Atlan

You can set up Microsoft Teams notifications for updates made to your glossaries in Atlan. You can also customize the type of change alerts you want to receive. With real-time alerts sent to a Microsoft Teams channel of your choice, you'll be able to stay informed about the latest changes to your glossaries.

Microsoft Teams notifications can only be set up at the glossary level. Even if configured from a specific term or category profile, the notification settings will be applicable to the entire glossary.

To enable Microsoft Teams notifications for glossary updates, from Atlan:

1. From the left menu on any screen, click Glossary.
2. Under Glossary in the left menu, click the name of the glossary for which you want to set up change notifications.
3. From the top right of the glossary profile, click the bell icon to set up notifications for glossary updates.
4. In the notifications setup dialog, click Teams and then enter the following details:
   1. For Notification channel, click the dropdown to select a Microsoft Teams channel where you want to receive notifications from the channel(s) configured in your Microsoft Teams integration in Atlan. 
   2. For Notify me about, you can either:
      1. Click All updates to receive notifications for all the changes listed in Custom updates made to your glossary.
      2. Click Custom updates to limit notifications to specific types of updates:
         • Click + New term or category to receive an alert when a new term or category is added to the glossary.
         • Click Name to receive an alert when the name of the glossary or that of a nested category or term is updated.
         • Click Description to receive an alert when a description is added to, updated, or removed from the glossary or a nested category or term.
         • Click Announcement to receive an alert when an announcement is added to, updated, or removed from the glossary or a nested category or term.
         • Click Certificate to receive an alert when a certificate is added to, updated, or removed from the glossary or a nested category or term.
         • Click Owners to receive an alert when an owner is assigned to or removed from the glossary or a nested category or term.
         • Click Readme to receive an alert when a README is added to, updated, or removed from the glossary or a nested category or term.
         • Click Tags (for terms) to receive an alert when a tag is attached to or removed from a term within the glossary.
         • Click Categories updated (for terms) to receive an alert when a term is assigned to a different category within the same glossary. (Notifications for moving terms across glossaries are currently not supported.)
         • Click Remove term to receive an alert when a term is removed from the glossary. (Notifications for removal of categories are currently not supported.)
   3.  Click Save to save your notification preferences.
5. (Optional) To edit notification settings, click the bell icon. In the notifications setup dialog, you can change the channel or further customize your notifications.
6. (Optional) To remove notifications, click the bell icon. In the notifications setup dialog, click the Enabled (by username) dropdown. Click Remove notification to reset your notification settings.

You will now receive Microsoft Teams notifications for changes made to your glossary! 🎉

If the Microsoft Teams channel you selected for sending notifications is removed from your Microsoft Teams integration in Atlan, glossary alerts will continue to be sent to that channel. In that case, you can either remove the notifications or select a different channel.

Expand any asset link in Microsoft Teams

If you share an asset link in Microsoft Teams, Atlan's bot will expand that link directly in the Microsoft Teams channel and provide an embedded preview of the asset.

To provide detail for an asset in Microsoft Teams:

1. Paste an asset link into Microsoft Teams, along with any other context in your message.
2. The Atlan bot will expand the link with a card of contextual metadata.
3. (Optional) Click View in Atlan to open the asset link in Atlan.

The channel can now understand basic information about the asset without leaving Microsoft Teams! 🎉

View workflow alerts in Microsoft Teams

You can configure the Microsoft Teams integration to receive alerts for workflow activities from Atlan. This can help you monitor your workflows directly in Microsoft Teams. You can also choose to receive failure alerts only.

To view workflow alerts in Microsoft Teams:

1. Open the Microsoft Teams channel you configured to view workflow notifications.
2. The Atlan bot will share workflow alerts — including details like run status, start time, run time, trigger type, and last three runs.
3. (Optional) Click View in Atlan to open the workflow link in Atlan.

You can now inspect crawled assets or troubleshoot in case of any failed workflows.