Summary of steps to setup Teams integration with your CrushBank Neuro!
This is currently a limited release. Please reach out to your CrushBank contact before setting this up.
NOTE: The account used to do all of the setup must be an M365 Global Admin AND have a valid M365 license assigned to it. You will not be able to publish your application if the account does not have a license assigned to it.
Create the App Registration in Azure Portal
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Go to the Microsoft Azure portal, and log in with your admin credentials.
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On the App registrations page, click New registration.
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On the Register an application page, enter a name, select the multi-tenant option that applies to your app, and then click Register.
- Note: you MUST choose multi-tenant or the application will not work.
- On the same Microsoft Azure Overview page, click the hyperlink Add a certificate or secret next to Client Credentials.
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On the Certificates & secrets page for token creation, click New client secret. Enter a description and then select Recommended 180 days. Click Add. Copy the Value to send to CrushBank.
- Copy the Application ID from the Overview page.
- Send the Application ID and Value to the CrushBank team member you are working with.
Create Your Bot
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Go to the Microsoft Bot Framework developer portal, and log in with your admin credentials.
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On the Tell us about your bot page, complete your bot profile.
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CrushBank will send you a messaging endpoint and paste it into the Messaging endpoint field of the Configuration section.
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Select Multi-Tenant as the app type.
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Copy and paste your app ID from Step 4 in the App Registration section above, and then click Register.
- Schema Transformation Version should be set to V1.0
- Test your bot by clicking on Test in the upper right and ask a sample question to make your you get a response.
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On the Connect to channels page, click Configure Microsoft Teams channel in the Add a featured channel section.
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On the Configure Microsoft Teams page, specify options in the Messaging, Calling, and Publish tabs that fit your bot needs, and then click Save.
Create Your Teams App
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Go to the Microsoft Teams Developer Portal, and log in with your admin credentials.
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On the Apps tab, click New App.
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Enter a name, and click Add. (Eg. CrushBank Neuro!)
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On the Basic information page, fill out the following fields:
- Short Description: CrushBank Neuro! answers your questions using your own private data.
- Long Description: CrushBank Neuro! interactively answers your questions using a private data lake containing all of your documents, configurations and information stores. It uses a combination of natural language processing and information retrieval techniques to generate responses based on a both structured and unstructured data. It is consistent, trustworthy and easy to use.
- Developer or Company Name: CrushBank
- Website: https://www.crushbank.com
- Privacy Policy: https://www.crushbank.com/privacy
- Terms of Use: https://www.crushbank.com/wp-content/uploads/2023/04/CRUSHBANK-Website-Terms-of-Service-2021.pdf
- Application (client) ID: You application Client ID from the App Registration in Step 4 above.
- In the Configure section, select Branding and then click on the Color icon.
- Select upload an image and upload the attached file. CrushBank Icon
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In the Configure section, select App features, and then Bot.
- NOTE: If this step is missed, there will be no "Add" button for the app in Teams
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On the Identify your bot page, select the bot you created.
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In the Select the scope in which people can use this command section, select Personal, Team, and Group Chat.
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Click Save, but keep the window open.
Click Publish to publish your bot.
- Publish to your org
- Will automatically add it to your org and show as Built for your org when internal users click on apps in Teams.
- Download App Package
- Will download a zip file which you can then upload into Teams by going to apps -> manage your apps -> Upload an app
Publish Your Teams App
- Go to Teams Admin Portal
- On the left-hand menu, click on "Teams Apps"
- Click on "Manage Apps"
- On the right-hand side, search for "CrushBank Neuro", and click on it
- Click on the "Publish" button
- Search for "CrushBank Neuro" again, and click on it
- Click on the "Permissions" tab
- Click on "Grant Admin Consent"
- Depending on your level of access, you may need to ask the owner of your M365 tenant to Grant Admin Consent before you can continue
- Approve in the window that pops up
- Click on "Users and groups"
- Click on "Edit Availability"
- On the right-hand side, click on "Everyone", then choose "Specific users and groups"
- Add the users who should have access to CrushBank Neuro
- You can also choose to create a security group, add users to that group, and grant that group access to the app
- Click "Apply" at the bottom of the screen
Add CrushBank Neuro in Teams
- Open Microsoft Teams
- Click on the Apps icon on the left-hand side of the screen
- Click on "Built for your org"
- Click on the "CrushBank Neuro" app
- (If you see a "CrushBank Integration", this is unrelated)
- Note: It can take from a few minutes to a few hours for this to be available in this section
- Click on "Add"
- You can now use CrushBank Neuro!