Microsoft Teams

Connecting Microsoft Teams to Quin allows you to chat with your assistant directly in Teams channels and direct messages. You can create tasks, draft emails, update your CRM, and get meeting preparation without switching tools.

Before you begin

You need a Microsoft Teams account with permission to install apps.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Microsoft Teams from the list
4. Click Connect and sign in to your Microsoft account
5. Review the permissions Quin requests (read and write access to Teams messages)
6. Click Allow to complete the connection

Your Microsoft Teams integration will now appear as "Active" in your Integrations page.

To add Quin to your Teams workspace:

1. Open Microsoft Teams
2. Go to Apps and search for Quin
3. Click Add to install Quin to your workspace
4. Pin Quin to your sidebar for quick access (optional)

What to expect

After connecting Microsoft Teams, you can chat with Quin directly in Teams through direct messages or by mentioning @Quin in channels. Ask Quin to create tasks, draft emails, update CRM records, prepare for meetings, or answer questions about your contacts. All your Quin features work directly in Teams, so you can stay in your workflow without switching applications.

Examples:

• You message Quin "Create a task to follow up with Sarah by Friday" and the task appears in your task list
• You mention @Quin in a channel with "Draft an email to this prospect" and Quin creates a draft in your Gmail
• You ask Quin "Prep me for my 2pm meeting" and get context about attendees and past conversations
• You tell Quin "Update the CRM with this deal status" and the information syncs to your connected CRM

How it works

Quin integrates directly into your Microsoft Teams workspace:

Direct messaging - Send Quin a direct message in Teams to create tasks, draft emails, ask questions, or get meeting preparation.

Channel mentions - Mention @Quin in any Teams channel to have Quin help with team conversations, capture action items, or provide information.

Task creation - Turn Teams messages into tasks by telling Quin what needs to be done. Tasks sync with your connected task management system.

Email drafting - Ask Quin to draft emails based on Teams conversations. Drafts appear in your Gmail drafts folder ready to review.

CRM updates - Tell Quin to update contact records or log activities, and changes sync to your connected CRM automatically.

Meeting preparation - Ask Quin about upcoming meetings to get context about attendees, past conversations, and relevant notes.

Contact lookup - Ask Quin questions about any contact to retrieve information from your CRM without leaving Teams.

Grant and manage Teams app permissions

If you're an IT administrator managing Teams for your organization, you may need to grant consent to Quin's app permissions before users can install it. This allows Quin to work properly without requiring each individual user to review and approve permissions separately.

Global Administrators can grant consent on behalf of all users in your organization. This ensures smooth adoption of the Quin app across your team while maintaining security and compliance standards.

Learn more about granting consent to Teams app permissions

Managing the integration

To disconnect Microsoft Teams:

1. Go to Settings > Integrations
2. Find the Microsoft Teams integration
3. Click Disconnect
4. Confirm to stop the Teams connection

Disconnecting removes Quin's ability to respond in Teams. You can also remove the Quin app directly from your Teams workspace.

To remove Quin from Teams:

1. Open Microsoft Teams
2. Go to Apps and find Quin
3. Click Remove to uninstall from your workspace

Troubleshooting

@Quin mentions in channels aren't working

• Verify the integration is still connected in Settings > Integrations
• Check that you installed the Quin app in your Teams workspace
• Make sure you're using @Quin (not just "Quin") to mention the bot
• Try reinstalling the Quin app from the Teams app store

Quin isn't responding to direct messages

• Confirm the integration shows as "Active" in Settings > Integrations
• Check your internet connection is stable
• Try disconnecting and reconnecting the integration
• Make sure the Quin app is installed in your Teams workspace

I can't install the Quin app in my organization

• Check with your IT administrator about app installation permissions
• Your organization may require admin consent before installing third-party apps
• Review Microsoft's guidance on granting app permissions
• Contact your Teams administrator to request approval for the Quin app

Tasks created in Teams aren't syncing

• Verify your task management integration (Google Tasks, Asana, etc.) is connected
• Check that Quin has write permissions to your task system
• Try creating a task directly in Quin to test the sync
• Confirm you specified a clear task with an action verb

CRM updates from Teams aren't appearing

• Verify your CRM integration is connected in Settings > Integrations
• Check that the contact exists in your CRM
• Make sure you mentioned the contact's name when requesting the update
• Confirm your CRM integration has write permissions

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