Teams app configuration

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Quick BI supports integration with Microsoft Teams. Before you connect Teams in Quick BI, you must configure a Teams app.

Limitations

You must have development permissions in the Teams Developer Portal.

Procedure

Configure a Teams app and obtain its tenant ID, application ID, and client credentials by completing the following steps:

Step 1: Configure in Entra ID

  1. Open the Azure portal in a web browser.

  2. Select the **App registrations** icon.

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  3. Register a new app.image.png

    The Register an application page appears.image.png

    Field

    Description

    Instructions

    Display name

    The name of your app.

    Required.

    Supported account types

    The types of accounts that can use the app.

    Required.

    Keep the default selection (the first option), which allows access only for accounts in the current organization.

    Redirect URI

    The URI where the user is redirected after successful authentication.

    Required.

    • Format: https://{host}/login/teams/callback.

    • Note:

      • Only the HTTPS protocol is supported.

      • Replace {host} with your actual Quick BI domain name.

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    Note

    You do not need to enter a redirect URI to enable single sign-on (SSO) for a tab app.

  4. Click Register. The app overview page opens, showing the application ID and other configuration details.image.pngimage

  5. Generate a client secret.image.png Record the following information for later use:

    • Directory (tenant) ID

    • Application (client) ID

    • Client secret

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  6. On the Expose an API page, configure the access token scope.

    1. In the left pane, select **Manage** > **Expose an API**.

      Configure the following items:

      1. Application ID URI

      2. Scopes defined by this API

      3. Authorized client applications

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    2. Configure the Application ID URI.

      1. Click **Set** next to the Application ID URI field.

      2. The Application ID URI is pre-filled with the Application ID (GUID) in the format api://{AppID}.

      3. The Application ID URI must be in the following format: api://{QuickBI service domain name, which is the domain name of the tab app}/{AppID: The application ID generated when you register the application}. For example: api://quickbi-demo-2.aliyun.com/beef226-****-****-****baed49e5image.pngimage

      4. Select **Save**. A confirmation message appears, and the page displays the updated Application ID URI.image.png

      5. Record the Application ID URI. You will need it to update the app manifest in the Teams Developer Portal.

    3. Configure API scopes.image

      1. Enter a scope name. This field is required.

      2. Select who can consent to this scope. The default option is Admins only.

      3. Enter an Admin consent display name. This field is required.

      4. Enter an Admin consent description. This field is required.

      5. Enter a User consent display name.

      6. Enter a user consent description.

      7. Set the **State** to Enabled.

      8. Select Add a scope.

      A message confirms that the scope has been added.image.png The new scope appears on the page.image.png

    4. Configure authorized client applications.

      On the Expose an API page, go to the Authorized client applications section and select + Add a client application.image.png The Add a client application page appears.

      Enter the appropriate Microsoft 365 client ID for the application you want to authorize.image.png

      Reference: Enable SSO for a tab app

      For the Client ID, enter the following value:

      Teams desktop and mobile: 1fec8e78-bce4-4aaf-ab1b-5451cc387264

      imageUnder Authorized scopes, select the checkbox for the scope you created.

      Select Add application.

      After a confirmation message, the client ID appears in the list of authorized applications.image.pngimage

  7. Configure the access token version in the **Manifest**.image.png

    Note

    If you selected Personal Microsoft accounts only or Accounts in any organizational directory (Any Microsoft Entra directory - Multitenant) and personal Microsoft accounts (such as Skype and Xbox) during application registration, update the value of the accessTokenAcceptedVersion property to 2.

  8. Configure **API permissions**.

    Select the required delegated API permissions and grant admin consent.image.pngimage.pngimage.png(Optional) If the parsed access token is missing expected field values, add them in the token configuration.image.png The required API permissions are as follows:

    API/Permission name

    Required

    Purpose

    email

    Yes

    Sign-in verification

    openid

    Yes

    profile

    Yes

    User.Read

    Yes

    Organization.Read.All

    Yes

    Synchronize contacts and retrieve team and member information.

    User.Read.All

    Yes

    Team.ReadBasic.All

    Yes

    TeamMember.Read.All

    Yes

Step 2: Configure in Teams Developer Portal

  1. In the Azure portal, copy the **Application (client) ID** from your app's overview page.

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  2. Use this ID to link your app registration to your Teams app.imageimage

Step 3: Publish app in the Teams admin center

  1. Create a new app.

    1. Log on to the Teams Developer Portal at https://dev.teams.microsoft.com/home.image.pngimage.png

    2. Under **Basic information**, enter the required details for your app.image.png

      Category

      Field

      Required

      Description

      Image

      App names

      Short name - 30 characters or less

      Yes

      The name of the app.

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      Full name - up to 100 characters (optional)

      Yes

      App ID

      No

      Not currently used.

      Descriptions

      • Short description

      • Long description

      Yes

      Descriptions of the app.

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      Developer information

      • Developer or company name

      Required

      The name of the developer or company.

      • Website (must be a valid HTTPS URL)

      Required

      The URL of the developer's website.

      App URLs

      • Privacy policy

      Required

      The URL for the app's privacy policy statement.

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      • Terms of use

      Required

      The URL for the app's terms of use statement.

      Application (client) ID*

      • ApplicationID

      Required

      • The Application (client) ID of the app you registered in Azure Active Directory.

    3. Under **Branding**, configure the app's icons.image.png

    4. Under **App features**, set up the **Personal app** and **Group and channel app**.image.png

      1. Set up a personal tab.

        Set the Content URL and Website URL to https://{your-host}/home. Replace {your-host} with your specific domain name.

        1. Scope: Select personal.

        2. Context: Select personalTab.

        3. Configure single sign-on (SSO) settings in Teams.

          In the Application ID URI, set the sign-in address in the format: api://{your-host}/{application ID}image.png

    5. Configure **App Content**.

      Select the Full-screen mode checkbox to allow the app to run in full-screen mode in Teams.image.png

    6. Under App validation, validate your app. After it passes, you can publish it.image.pngimage.png

    7. Click Publish to org to publish the app to your organization. After approval, the app becomes visible in your organization's Teams Store.image.pngimage.png

  2. Approve the app.

    Log on to the Microsoft Teams admin center.

    In the Manage apps section, search for your published Teams app. The app status is Blocked.image.png Select the app to open its details, then click Publish to make it available to your organization.image.png

    Note
    • Users and groups: Configure the app's visibility scope.image.png

    • Permissions: Review the app's permission information.image.png

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  3. Add the app in the Teams client.

    In Teams, click Apps and select Built for your org. The published app appears here.

    Note
    • Publication delay: The app may take up to a few hours to appear in the Teams client after publication.

    • Client cache: If the app is not visible, try signing out and signing back in to the Teams client to refresh its cache.

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Step 4: Configure Quick BI integration

In the Azure portal, find the tenant ID, application ID, and client credentials for your app. You need this information to Enable the Teams Micro-app.

  1. Log on to the Azure portal.

  2. Select your new app to view its details.image

  3. Obtain the following information:

    • Directory (tenant) ID

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    • Application (client) ID

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    • Client credentials (client secret)

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