For Ploy to send messages and notifications to employees through Microsoft Teams, you need to connect the Teams communications channel. This enables Ploy to deliver surveys, alerts, approval requests, reminders, task lists, and links directly in Teams conversations.
The Teams communications channel is separate from other Microsoft integrations you may have configured. Setting up Microsoft Entra ID or other Microsoft apps doesn't automatically enable Teams notifications—you need to complete this setup explicitly.
Once connected, Ploy can send the following types of messages to employees via Teams:
Surveys — Access review surveys and questionnaires delivered directly in Teams
Alerts — Security and access alerts requiring attention
Approval requests — Access requests that need manager or owner approval
Reminders — Follow-up reminders for pending actions
Task lists — Action items employees need to complete
Links — Direct links to review campaigns, access requests, or other Ploy workflows
Messages appear in Teams as conversations with the Ploy bot, allowing employees to respond and take action without leaving Teams.
Microsoft Teams admin access — You need permissions to upload apps to your organization's Teams app catalog
Your Microsoft tenant domain — Know your organization's Microsoft tenant domain (e.g., acme.com)
Navigate to Integrations in your Ploy dashboard: https://app.joinploy.com/integrations
Select MS Teams under the Communications Section
Click the "+" icon to add a new connection
Enter your Microsoft tenant domain (e.g., acme.com)
Click authenticate to authorize Ploy access to your Microsoft tenant
Follow the Microsoft authentication prompts to grant admin consent
For Ploy to send messages to any team or user in your tenant, the Ploy Teams app must be uploaded to your organization's Teams app catalog. This enables just-in-time installation—Ploy can automatically install the app to a team or user when they receive their first message.
Download the app manifest zip file from Ploy (linked during setup)
Navigate to the MS Teams Admin center
Go to Manage apps
Click Upload new app
Select Upload and choose the zip file you downloaded
Return to your Ploy dashboard
Click test on the Microsoft Teams integration
Once the test succeeds, click save
The integration is now active and Ploy can deliver notifications to employees via Teams.
When you authorize Ploy for Teams notifications, the following permissions are required:
identity — Allows Ploy to identify users in your Microsoft tenant
messageTeamMembers — Allows Ploy to send messages to users and teams
The Ploy Teams bot operates in the following scopes:
personal — One-on-one conversations with individual users
groupchat — Messages in group chat contexts
team — Messages posted to team channels
If users aren't receiving Teams messages, check the following:
App catalog upload — Confirm the Ploy app was successfully uploaded to your Teams app catalog
Authentication status — Verify the integration shows as connected and saved in your Ploy dashboard
Bot not in team — If Ploy tries to message a team where the bot isn't installed, it will attempt just-in-time installation. If this fails, manually add the Ploy app to that team via Teams
If the test step fails during setup:
Verify you entered the correct Microsoft tenant domain
Ensure you completed the Microsoft admin consent flow
Confirm the app manifest was uploaded to the correct Teams admin account
Enable Luna Slack messaging — Set up Slack as an alternative communications channel
Slack (Business+) — Connect Slack for access management and discovery