Prerequisites
Before you start, make sure you have the following access and tools:
- Azure Administrator accessYou need administrator access to Azure Active Directory
- Microsoft Teams AdministratorAccess to the Microsoft Teams admin center for app installation
- Preppio Enterprise accountAn active Preppio Enterprise account with integration permissions
Create App Registration in Microsoft Azure
Register a new application in Azure Active Directory
- 1Sign in to the Azure Portal (portal.azure.com)
- 2Navigate to 'Azure Active Directory' > 'App registrations'
- 3Click on 'New registration'
- 4Select 'Accounts in any organizational directory (Any Azure AD directory - Multitenant)'
- 5Note the Application (client) ID and Directory (tenant) ID
Generate Secret Key
Create a secure key for authentication
- 1In the Azure Portal, go to your app registration
- 2Navigate to 'Certificates & secrets'
- 3Click on 'New client secret'
- 4Set validity period and description
- 5Copy the value immediately - it will only appear once
Assign API permissions
Grant the application the necessary Microsoft Graph permissions
- 1Go to 'API permissions' in your app registration
- 2Click on 'Add a permission'
- 3Select 'Microsoft Graph' > 'Application permissions'
- 4Add necessary permissions for Teams and user data
- 5Give admin consent for the permissions
Sett opp Azure Bot Service
Create and configure the Azure Bot Service
- 1In the Azure Portal, search for 'Bot Services'
- 2Click on 'Create' to create a new bot
- 3Connect the bot to your previously created app registration
- 4Set the messaging endpoint to: https://preppapp.com/api/messages
- 5Activate the Microsoft Teams channel
Configure Preppio Application
Set up the integration in the Preppio dashboard
- 1Log in to the Preppio dashboard
- 2Go to 'Integrations' > 'Microsoft Teams'
- 3Create a new bot or integrate with existing ones
- 4Specify bot name, description and icons
- 5Enter the Application Client ID, Directory Tenant ID and Secret Key
Download and install the App Package
Deploy the bot app to Microsoft Teams
- 1Download the app package from Preppio
- 2Go to the Microsoft Teams admin center
- 3Navigate to 'Teams apps' > 'Manage apps'
- 4Upload the app package (.zip file)
- 5Note the App ID from the installed app
Complete the integration
Activate the bot in desired Teams groups
- 1Return to the Preppio dashboard
- 2Enter the App ID in the integration settings
- 3Add the bot to desired Microsoft Teams groups
- 4Test the integration by sending a test message
- 5Configure automation rules and workflows
Important notes
- The Secret Key is only displayed once in the Azure Portal. Be sure to copy and store it safely.
- Admin consent is required for API permissions. Contact your Azure administrator if necessary.
- Test the integration thoroughly in a test environment before production deployment.
Troubleshooting
The bot does not respond in Teams
Check that the messaging endpoint is correctly configured and that the Azure Bot Service is active.
Authentication error
Verify that the Application ID, Tenant ID and Secret Key are correctly configured in Preppio.
Can't install app in Teams
Make sure you have Teams admin access and that your organization's app policies allow custom apps.
Next step
After successful integration, you can:
- Configure automated onboarding workflows
- Set up proactive reminders and follow-up
- Integrate with other HR systems and tools