Sidebar and Microsoft Teams
Summarize
Summary of Sidebar and Microsoft Teams Integration
The Sidebar integration with Microsoft Teams enables seamless communication between Sidebar users and Microsoft Teams users directly from their respective platforms. This integration supports exchanging messages, managing discussions, and synchronizing participant interactions to enhance collaboration across ServiceNow and Microsoft Teams environments.
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Monetization and Licensing
While the Sidebar - Microsoft Teams integration is a standard ServiceNow feature, Microsoft charges a rate per message based on API calls made between ServiceNow and Microsoft Teams. Charges apply to messages sent in both directions but exclude certain non-message actions like user searches or presence updates. Customers are billed directly by Microsoft through their Azure account. To reduce API usage and associated costs, the integration requires at least one participant to be an external user without a corresponding ServiceNow user record. Customizations to this behavior are possible via permission management.
User Authentication and Identification
- Sidebar users must have an existing Microsoft Teams account to communicate with Microsoft Teams users.
- Microsoft Teams authenticates Sidebar users to enable group chat creation including their Teams accounts.
- A Microsoft Teams icon is displayed next to Microsoft Teams users’ names in discussion windows and search results to distinguish them from Sidebar users.
Discussion Management
- Sidebar users can add participants by searching for names; Microsoft Teams users without ServiceNow access are identified by the Microsoft Teams logo.
- Microsoft Teams users can add participants via Teams group chat, automatically updating Sidebar discussions.
- Maximum of 250 users can participate in a Microsoft Teams group chat.
- Users can be removed from discussions in Sidebar, which reflects in Microsoft Teams with notifications; removed users retain read-only access in Teams but cannot participate.
- If a Microsoft Teams user leaves the discussion independently, an appropriate notification appears to all participants.
Messaging Features and Behavior
- Messages exchanged support plain text, emojis, URLs, and attachments.
- Actions in Sidebar discussions are synchronized with Microsoft Teams and vice versa.
- Replies made in Microsoft Teams appear in Sidebar but do not nest as replies to original messages.
- Error messages notify users when message delivery, deletion, or updates fail between platforms.
Message History and Data Access
- When Microsoft Teams group chats are enabled for a user, prior Sidebar discussion messages are not preloaded into Teams; only new messages after enablement appear.
- ServiceNow accesses only messages generated through the Sidebar - Microsoft Teams integration, ensuring data scope limitations.
Participant Synchronization and Domain Separation
- Participant lists are not synchronized if the integration is toggled multiple times; groups revert to their prior state upon reactivation.
- Domain separation is not supported for Microsoft Teams in this integration. If ServiceNow has multiple domains but only one Teams instance is used, the Teams setup cannot be partitioned by domain, and the setup option is disabled.
Sidebar's integration with Microsoft Teams enables Sidebar users and Microsoft Teams users to communicate with each other from their respective platforms.
Monetization by Microsoft
- The rate charge applies each time the Microsoft Teams API is called. Charges apply for messages sent from your ServiceNow instance to Microsoft Teams and vice versa.
- The rate charge doesn’t apply to "means to an end" actions such as searching for or adding users to a Microsoft Teams group chat, user presence, or reactions.
- To minimize the number of API calls to Microsoft Teams, the base system Sidebar-Microsoft Teams integration requires at least one participant is an external only user (a user that doesn't have a corresponding sys_user record). If you want to modify this base system behavior, see Manage Microsoft Teams permissions for information on how to add the internal user or group that the internal user is part of.
Authenticating Sidebar users in Microsoft Teams
A Sidebar user must already have a Microsoft Teams account to communicate with a Microsoft Teams user. Microsoft Teams authenticates each Sidebar user to confirm that they have a Microsoft Teams account. This authentication ensures that Microsoft Teams can create a group chat that includes the Sidebar user's Microsoft Teams account. If the Sidebar user has a Microsoft Teams account but isn’t signed in, they’re prompted to sign in.
Differentiating between Sidebar and Microsoft Teams users
To differentiate Sidebar users from Microsoft Teams users, a Microsoft Teams icon displays next to the Microsoft Teams users' names. This icon is visible in discussion windows and search results, but doesn’t appear in the activity stream.
| Discussion window with Microsoft Teams icon | |
| All tab on the Discussion window with Microsoft Teams icon | |
| Discussion window with Microsoft Teams icon next to search results | |
| Discussion info window with Microsoft Teams icon |
Adding users to a discussion
Sending messages between Sidebar and Microsoft Teams
- Messages with plain text
- Messages with emojis
- Messages with URLs
- Messages with attachments
Actions performed in the Sidebar discussion are reflected in Microsoft Teams and actions performed in Microsoft Teams are reflected in Sidebar. If you reply to a message in a Microsoft Teams group chat, the message displays in Sidebar however, it doesn't display as a reply to the original message.
- If Sidebar is unable to deliver a message to a Microsoft Teams user, the message "Not delivered in Teams" displays. Depending on how error message notifications in Sidebar are configured, the message displays to just the Sidebar user who sent the message or to all Sidebar users in the discussion.
- If you delete a message that you previously sent from Sidebar to Microsoft Teams but Microsoft Teams is unable to delete the message, then the message "Not deleted in Teams" displays.
- If you edit a message that you previously sent from Sidebar to Microsoft Teams but Microsoft Teams is unable to update the message, then the message "Not updated in Teams" displays.
Replies made to messages in Microsoft Teams are displayed as replies to the corresponding message(s) in Sidebar.
Removing users from a discussion
Sidebar users can remove a Microsoft Teams user from a Sidebar discussion. When a Microsoft Teams user is removed from a discussion, Sidebar and Microsoft Teams users see a message that the user has been removed from the discussion. After a Microsoft Teams user is removed from the discussion, that user can still access the group chat on Microsoft Teams and view older messages, but they can no longer participate in the discussion. If a Microsoft Teams user leaves a discussion on their own, both Sidebar and Microsoft Teams users see a message that the Microsoft Teams user has left the discussion.
Message history
If the admin enables Microsoft Teams group chats for a user, the message history of any Sidebar discussions that the user is already participating in aren't preloaded in the Microsoft Teams group chat. In the Microsoft Teams group chat, the user will only receive messages that are sent after the admin enables them to receive Microsoft Teams group chats.
ServiceNow's access to Microsoft Teams messages
ServiceNow's access to Microsoft Teams group chats and messages is restricted to the ones generated as part of the Sidebar and Microsoft Teams integration.
Synchronizing of participants
The discussion participants aren’t synchronized if the integration between Sidebar and Microsoft Teams is changed multiple times.
- A Sidebar group has User A, B, and C, while a Microsoft Teams user has User 1, 2, and 3.
- When an admin activates the Microsoft Teams integration, users A, B, and C can communicate with users 1, 2, and 3.
- An admin deactivates the integration, and users are removed or added on both sides (User A is removed from Sidebar, and User 4 is added to Microsoft Teams).
- When the admin reactivates the Microsoft Teams integration, the discussion groups do not update. Instead, they remain as they were before the integration was deactivated: the Sidebar group has User A, B, and C, while a Microsoft Teams user has User 1, 2, and 3.
Domain separation with Sidebar-Microsoft Teams integration
If Sidebar is integrated with Microsoft Teams, domain separation is not supported on the Microsoft Teams instance. As a result, the Set up button for Microsoft Teams is disabled on the Settings page. For example, if you’ve configured two domains on ServiceNow but use only one Microsoft Teams instance, you can't partition the Microsoft Teams instance to have part of it point to one domain and the other part to another domain.