Microsoft Teams Alerts Configuration

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Microsoft Teams Alerts Configuration

Collate integrates with Microsoft Teams using Workflow Webhooks to deliver alert messages directly to your Teams channels. This lets you receive real-time notifications within Microsoft Teams.

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Important Migration Notice

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Setting Up a Microsoft Teams Workflow Webhook

An incoming webhook allows Collate to share alert content directly in your Teams channels and chats. Follow these steps using Microsoft’s pre-configured webhook templates.

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Step 1: Access Workflows from Your Channel

1. In Microsoft Teams, navigate to the channel or chat where you want alerts to be posted.
2. Click More options (…) next to the channel or chat name.
3. Select Workflows.

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Step 2: Select the Webhook Template

Microsoft provides pre-configured webhook templates. Search and select the “Send webhook alerts to a channel” pre-configured Webhook template to continue.

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Step 3: Name and Configure the Webhook

1. Enter a Name for the workflow (for example, “Collate Alerts”).
2. Optionally, add a Description (for example, “Receives data quality and governance alerts from Collate”).
3. Review the authentication settings (the defaults are typically fine).
4. If you need to use a different account to post messages, click Switch account.
5. Click Next.

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Step 4: Select the Destination

1. The workflow will ask you to specify where to post messages.
2. Select your Team, Channel, or Chat (these fields auto-populate if you started from a specific channel).
3. Verify the account authentication is correct.
4. Click Add workflow to create the workflow.

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Step 5: Copy Your Webhook URL

1. A confirmation dialog will appear displaying your HTTP POST URL.
2. Copy the complete URL exactly as shown (do not modify or truncate it).
3. Store this URL securely - you’ll paste it into Collate next.

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Finding Your Webhook URL Later

If you need to retrieve your webhook URL again:

1. Open the Workflows app in Microsoft Teams.
2. Find and select your Collate workflow.
3. Click Edit.
4. Expand When a Teams webhook request is received.
5. Copy the HTTP POST URL displayed there.

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Configuring Microsoft Teams Webhooks in Collate

Once you have your Workflow Webhook URL, follow these steps to configure it in Collate:

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Step 1: Access Alert Configuration

1. In Collate, navigate to Alerts & Notifications from the main menu.
2. Select the type of alert you want to configure:
   • Data Observability Alerts (for data quality and pipeline monitoring).
   • System & Governance Notifications (for metadata and governance events).

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Step 2: Add Microsoft Teams as a Destination

1. Click Add Destination.
2. Select Microsoft Teams from the available destination options.
3. Paste your Workflow Webhook HTTP POST URL into the MS Teams Destination (HTTP POST URL) field.
4. Optionally, enter a Display Name for this Teams destination (for example, “Data Quality Alerts”).

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Step 3: Test the Connection

1. Click Test Connection to verify the webhook is working.
2. A test message will be sent to your Teams channel.
3. If successful, you’ll see a confirmation message and the test message will appear in your Teams channel as an Adaptive Card.

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Step 4: Save and Enable

1. Click Save to store the configuration.
2. The Microsoft Teams destination is now ready to receive alerts.

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Best Practices

• Dedicated Channels: Create separate Teams channels for different types of alerts (for example, #data-quality-alerts, #pipeline-failures, #governance-events).
• Channel Members: Ensure all relevant team members are added to the Teams channel.
• Multiple Webhooks: Configure multiple Workflow Webhooks to send different alert types to different channels.
• Workflow Testing: Always test your Workflow webhook in a non-production channel first.
• Notifications: Enable notifications for the channel so team members don’t miss important alerts.

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Migration Guide: From Office 365 Connector to Workflow Webhook

If you’re currently using the legacy Office 365 Connector URLs:

1. Create a new Workflow Webhook following the setup steps above.
2. Copy the new Webhook URL from the Workflow.
3. Update Collate with the new Workflow Webhook URL.
4. Test the configuration in a test channel first.
5. Delete the old Office 365 Connector from Microsoft Teams once the new Workflow is working.

No code changes are required - only the webhook URL needs to be updated.

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Reference

For more information about Microsoft Teams Workflow Webhooks, visit Create incoming webhooks with Workflows for Microsoft Teams.