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Share to Teams

Use Share to Teams when you want NEXT to post customer evidence into Microsoft Teams as part of a workflow.

In the current Microsoft integration setup, Teams posting is managed through Settings → Integrations → Microsoft and the Post to Teams workflow action. The integration also exposes Teams chat (externally managed) in Microsoft settings, which means some organizations may need Microsoft-side setup or approval before posting is available.

Before You Start​

  • Open the teamspace where you want to connect Microsoft.
  • Make sure the Microsoft integration is connected in Settings → Integrations → Microsoft.
  • Make sure you can post to the Teams channels you want to use.
  • If your organization restricts Teams apps or custom integrations, ask a Microsoft Teams admin to approve the setup first.

Steps to Connect (One-Time)​

  1. In NEXT, open Settings → Integrations → Microsoft.
  2. Click Connect and complete the Microsoft authorization flow.
  3. If your organization manages Teams posting externally, complete any Microsoft Teams app setup required by your admin.

Steps to Share​

  1. Open Workflows in NEXT.
  2. Create a new workflow or edit an existing one.
  3. Configure the trigger that should decide when NEXT posts to Teams.
  4. Add the Post to Teams action.
  5. Select one or more Teams channels.
  6. Save and enable the workflow.

When the workflow runs, NEXT posts the generated content into the selected Teams channels and includes a link back to the source in NEXT.

When Should I Use Teams?​

  • Use Teams when your organization works primarily in Microsoft 365 and wants feedback delivered there automatically.
  • Use Teams when the same type of signal should be posted repeatedly without a manual share step.
  • Use Teams when you want customer evidence to appear in a channel as part of an ongoing team workflow.

Tips​

  • Keep one workflow per audience or use case so the destination channels stay easy to manage.
  • If Teams posting is unavailable after Microsoft is connected, check whether your organization requires extra Microsoft-side approval or app setup.
  • If you need different audiences to receive different signals, create separate workflows with different channel selections.

Troubleshooting​

  • Teams is not available in workflows. Make sure Microsoft is connected in Settings → Integrations → Microsoft for the current teamspace.
  • Microsoft is connected but Teams posting still does not work. Your organization may require Microsoft Teams app approval or extra Microsoft-managed setup.
  • The message does not appear in the expected channel. Check which Teams channels were selected in the workflow action.
  • Posting fails for some channels only. Make sure the connected Microsoft account can post in those channels.

FAQ​

Q: Can I choose more than one Teams channel?​

Yes. The Post to Teams workflow action supports selecting one or more channels.

Q: Is Teams sharing manual or automated?​

The Microsoft integration advertises Teams posting as a workflow. Configure it through Workflows after Microsoft is connected.

Q: What does NEXT post to Teams?​

NEXT posts the workflow output and includes a link back to the source in NEXT.

Q: Why is Teams still unavailable after I connected Microsoft?​

Some organizations require Microsoft Teams app approval or other Microsoft-managed setup before posting is enabled.

Only people who already have permission to view that item in NEXT.