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Microsoft Teams

Send workspace notifications to a Microsoft Teams channel when important events happen in Pana — for example, when a new lead is captured.

What you get​

  • Automatic Teams messages when Pana creates in-app notifications (new leads, assignments, and other workspace alerts).
  • One team and channel per workspace — you choose where messages go after you connect.
  • One connection per workspace — workspace admins connect Teams once for the whole team.

Microsoft Teams notifications are not a CRM sync and not the same as calendar meeting links.

:::info Microsoft Teams vs Microsoft Calendar Microsoft Teams (this guide) posts alerts to a channel.
Microsoft Calendar syncs events to Outlook and can create Teams meeting links for demos. See Microsoft Calendar. :::

Before you start​

  • A Microsoft 365 account that belongs to at least one Microsoft Team.
  • Permission to authorize apps for your Microsoft organization (ask your IT admin if needed).
  • Workspace admin access in Pana.

Connect Microsoft Teams​

  1. Go to Settings → Integrations.
  2. Find Microsoft Teams under Alerts and notifications (search “Teams” if needed).
  3. Click Connect.
  4. Sign in with Microsoft and approve the requested permissions.
  5. When you return to Pana, a dialog asks you to select a team and channel.
  6. Choose the team, then the channel, and save.

After a successful setup, the integration card shows the selected Team > Channel and the connected date.

If no channel appears on the card, click Change channel (or disconnect and connect again) and complete the team/channel selection.

Choose or change the channel​

  1. On the connected Teams card, click Change channel.
  2. Select a Team, then a Channel.
  3. Save.

You must already be a member of the team in Microsoft Teams. If the list is empty, join a team in Microsoft Teams first, then try again.

What triggers Teams notifications?​

When Teams is connected and a default channel is set, Pana sends a message to that channel alongside in-app notifications.

EventWhat appears in Teams
New lead capturedLead details with a link back to Pana
Other workspace alertsTitle, short description, and link back to Pana

Disconnect​

Turn off the toggle on the Microsoft Teams card. New notifications stop posting to Teams. Messages already sent in Teams are not removed.

Troubleshooting​

IssueWhat to try
No teams foundJoin at least one team in Microsoft Teams, then open Change channel again.
No channels foundConfirm you have access to channels in that team.
Connected but no channel shownClick Change channel and save a team and channel.
Connected but no messages in TeamsConfirm a default channel is set; capture a test lead or trigger a notification in Pana.
Cannot authorize the appAsk a Microsoft 365 admin to approve the app for your tenant.
Looking for meeting linksUse Microsoft Calendar, not this Teams notifications integration.