Microsoft Teams

Send DialNexa call alerts and summaries to Microsoft Teams channels - so your team stays informed without leaving the platform they’re already working in.

Microsoft Teams is the communication hub for most enterprise organizations using Microsoft 365. When DialNexa handles a call that your team needs to know about - a hot lead, a customer escalation, a booked meeting, a callback request - it can post the relevant information to the right Teams channel or send a direct message to the right person, immediately.

If your organization uses Teams as the primary communication platform (rather than Slack), use this integration for all real-time call notifications and summaries. It works the same way as the Slack integration, just delivered where your team already works.

What this integration does

DialNexa connects to Microsoft Teams through the Microsoft Graph API or Teams incoming webhooks. After a call, DialNexa can:

• Post a message to a specific Teams channel with call details, outcome, and relevant links
• Send a direct message to a specific Teams user - for callback assignments, escalation notifications, or rep alerts
• Format messages with Adaptive Cards - rich, structured Teams messages with buttons, sections, and direct links
• Tag team members in messages when their attention is required
• Post to multiple channels simultaneously for different audience types (e.g., the call summary to #sales-team and the escalation flag to #support-oncall)

When to use DialNexa with Microsoft Teams

Hot lead notifications - when an inbound or outbound call produces a high-intent prospect, the sales team’s Teams channel gets an immediate alert with the lead details, contact information, and what they said.

Support escalations - when a customer call reveals a critical issue - outage report, SLA breach, churn risk - Teams notifies the on-call support lead in real time with account name, issue description, and urgency level.

Callback queue management - when a caller requests to speak with a human, a Teams message goes to the right rep or queue with the caller’s name, number, preferred callback time, and the context they need to call back prepared.

Meeting booked confirmations - when a demo or appointment is booked on a call, the assigned rep gets a Teams message with the meeting details and Zoom or Teams link.

Campaign status updates - at the end of a calling campaign, a summary message posts to the ops or management channel: calls completed, connection rate, outcomes by type, and leads generated.

What DialNexa sends to Teams

Channel messages

Posts to a specific Teams channel - hot lead alerts to the sales channel, escalations to support, callback requests to the rep’s channel.

Direct messages

Sends a Teams DM to a specific user - for rep-assigned callbacks, ownership notifications, or personal queue updates.

Adaptive Cards

Rich, structured Teams message cards with formatted sections, buttons, and direct links - for more detailed and actionable notifications.

@mentions

Tags specific team members in channel posts to ensure they see and act on the message.

Setting up the integration

DialNexa connects to Teams via incoming webhooks (simpler) or the Microsoft Graph API (more flexible). The webhook approach works for most teams:

1. Create an incoming webhook in your Teams channel (Teams → Channel → Connectors → Incoming Webhook)
2. Copy the webhook URL and add it to DialNexa integrations
3. Configure the message template - use DialNexa variables like {{caller_name}}, {{call_outcome}}, {{company}}, and {{crm_link}}
4. Add the Teams action to your DialNexa workflow at the trigger point (call end, escalation detected, booking confirmed)
5. Add conditions - optional rules so Teams only gets messages that meet specific criteria

For DMs and @mentions, the Microsoft Graph API connection is required (uses Azure AD authentication).

Workflow ideas

Hot lead alert: the fastest rep wins

Your DialNexa agent handles inbound calls from a marketing campaign. When a caller qualifies above your lead threshold - right company, right title, right intent - Teams immediately posts to #sales-alerts: ”🔥 Qualified lead: [Name] at [Company]. Asked about [product]. Requested a callback.” The rep who responds first gets the lead. Inbound response time drops from hours to minutes.

Support escalation: know before the customer posts on social

A customer calls about a service outage or billing error. The DialNexa agent captures the issue and detects escalation signals - urgency language, SLA reference, churn mention. Teams immediately notifies #support-oncall: “[Customer Name] from [Account] called about [issue]. Urgency: High. They mentioned [specific concern].” The support lead is on it before the call ends.

Callback assignment: give reps what they need before they dial

A prospect can’t talk right now but asks for a callback tomorrow. DialNexa posts a Teams DM to the assigned rep: ”📞 Callback request from [Name] at [Company]. They want to discuss [topic]. Best time: [preferred window]. Their number: [phone]. Here’s what they told the agent: [summary].” The rep calls back prepared, not cold.

Campaign summary: leadership sees results without a report

At the end of a batch calling campaign, DialNexa posts a structured Teams message to #sales-ops: Calls completed, connection rate, outcome breakdown, qualified leads, demos booked, and no-contacts. Management sees the picture in real time without waiting for a spreadsheet.

Pairing Teams with other integrations

• Teams + Salesforce - when a Salesforce record is updated from a call, post the update to the rep’s Teams channel with the Salesforce link
• Teams + HubSpot - hot lead alerts in Teams include the HubSpot contact link so reps can review the full record before calling back
• Teams + Zendesk - when a Zendesk ticket is created from a call, Teams notifies the support team with the ticket number and link
• Teams + Google Calendar - when a meeting is booked, Teams notifies the rep with the calendar link and meeting prep notes
• Teams + Zoom - when a Zoom meeting is created from a call, Teams posts the host link to the rep immediately

Common questions

What's the difference between the webhook approach and the Graph API approach?

Incoming webhooks are simpler to set up and work well for posting messages to a specific channel. The Microsoft Graph API is more powerful - it supports DMs, @mentions, reading channel context, and more granular control. Most teams start with webhooks and upgrade to Graph API if they need DMs or @mentions.

Can DialNexa send to multiple Teams channels at once?

Yes. Add multiple Teams actions to your DialNexa workflow - each pointing to a different channel. Add conditions so different outcomes route to the right channels.

Can Teams messages include the full call transcript?

You can include a summary of the transcript in the Teams message, or link to the full transcript in DialNexa. Pasting full transcripts into Teams is too verbose - a 3-5 line summary with a link works better for most teams.

Can DialNexa create Teams meetings as well as send messages?

Not directly in the current integration - DialNexa creates Zoom meetings natively. For Teams meetings specifically, you can use the Microsoft Graph API action to create a Teams meeting invite; this is an advanced configuration that requires the Graph API connection.

Does this work for Teams tenants with strict IT policies?

Incoming webhooks are generally approved in enterprise Teams environments. If your organization has stricter policies, the Microsoft Graph API approach may require Azure AD app registration, which your IT team would need to approve. Contact DialNexa support for guidance on enterprise Microsoft 365 configurations.