How to set up the Microsoft Teams integration with BetterUp

Step-by-step instructions for setting up, testing, and managing the integration between the BetterUp platform and Microsoft Teams.

Key takeaways

• MS Teams administrators must make the BetterUp app available (“allowed”) for employees to download from the MS Teams app store
• There is an option (not required) to automatically push the BetterUp app to employees’ Teams environments to make it even more seamless for employees
• An exhaustive, detailed list of available features is provided

Jump to: Benefits of Integration | How to Guide | Exhaustive list of available features | FAQs

Benefits of Using the BetterUp Teams App

• Increased Engagement & Adoption: Seamless Microsoft Teams integration reduces friction, boosting BetterUp platform engagement and coaching benefit utilization
• Simple Deployment & Management: Leveraging existing Teams infrastructure simplifies deployment and management
• Demonstrable ROI: Higher engagement and easier access lead to greater program impact, proving ROI in employee development

Setup Steps: How-to guide

Step 1: Verify Administrator Permissions

Please ensure you have the necessary administrative permissions within Microsoft Teams:

• Access to Microsoft Teams
• Permission to install and manage apps within Teams
• Ability to authenticate within Teams using organizational credentials

Step 2: Configure Your Microsoft Tenant ID in BetterUp (new)

Before your employees can access BetterUp through Teams, your organization's Microsoft tenant ID must be configured in the BetterUp platform by an admin. Partner admins can configure this themselves directly.

First-time setup:

• In the BetterUp Partner app, go to Settings → Integrations.
• Locate the Microsoft Teams card (it appears alongside Slack, Workday, Degreed, and Peakon).

• Click Configure integration.
• In the modal that opens, enter your Microsoft Tenant ID — a GUID that identifies your organization's Microsoft Entra (Azure AD) tenant. You can find this in the Azure portal under Properties for your Microsoft Entra tenant.

• Click Save tenant ID. You'll see a confirmation: "Microsoft Teams configuration saved."

Step 3: Updating an existing configuration:

• Return to Settings → Integrations and open the Microsoft Teams card.
• Click to open the modal — your current tenant ID will be pre-filled.
• Update the value and click Save changes. You'll see: "Microsoft Teams tenant ID updated."

Don't see the Microsoft Teams card? It's available for organizations with partner integration settings enabled. Contact BetterUp support if it's not visible in your Integrations tab.

Step 4: Enable and Configure the BetterUp App

A Teams administrator must allow the BetterUp app in the Microsoft Teams admin center so members can find it in the Teams app store. The video walkthrough below shows each step.

Allow the app

• Sign in to the Microsoft Teams admin center with your Teams administrator account.
• In the left navigation, select Teams apps, and then select Manage apps.
• In the Search by name box, enter BetterUp.
  • Partners hosted on our EEA instance (app.betterup.eu) should use the BetterUp EU app, regardless of their employees' physical location.
• In the results, select BetterUp to open the app's details page. Make sure the publisher is BetterUp.
• Under Status, switch the toggle from Blocked to Allowed. A message confirms that the app status was changed.

Grant admin consent

Admin consent approves the app's permissions once for your whole organization, so members aren't asked to review them.

• On the app details page, select the Permissions tab.
• Under Required permissions, select Grant admin consent. A Microsoft sign-in window opens.
• Select your administrator account, or sign in with it.
• On the Permissions requested screen, review the permissions, and then select Accept.
• When the window closes, check that the Permissions tab shows that admin consent was granted for all required permissions.

Step 5: Pre-install & Pin BetterUp App (Highly Recommended)

While technically optional, we strongly recommend completing this step for best results. Pre-installing and pinning the BetterUp app significantly increases member discoverability and adoption.

When you complete this step, members will find the app waiting in their left panel without having to search for it. Providing easy access makes them far more likely to engage with their coaching benefit right away. A few minutes now can meaningfully improve program outcomes over time. 

Pinning the app through a setup policy also installs it for everyone assigned to that policy.

• In the left navigation of the Teams admin center, select Teams apps, and then select Setup policies.
• On the Manage policies tab, select the policy you want to update. To pin the app for everyone who isn't assigned to another policy, select Global (Org-wide default).
• Under Pinned apps, select Add apps.
• In the Add pinned apps panel, enter BetterUp in the search box.
• Point to the BetterUp app in the results, and then select Select. The app appears under Apps to add.
• Select Add. BetterUp appears at the bottom of the pinned apps list.
• (Optional) To change where BetterUp appears in members' app bar, select it in the list, and then select Move up or Move down.
• Select Save.
• If you edited the Global (Org-wide default) policy, a message explains that the change affects your whole organization. Select Confirm. A success message confirms that the policy was updated. It can take up to one hour for the pinned app to appear for members.

Step 6: Verify Member Experiences Function as Expected

Before completing this step, confirm that your Microsoft Tenant ID has been configured in the BetterUp Partner app (Step 2). Members will not be able to sign in until that configuration is in place (even if the Teams app is fully enabled and pinned).

Once all required steps listed above are complete, please allow up to one hour for changes to take effect. Members will now be able to search and download the BetterUp app from the Teams app store, or launch the pinned app directly from the left panel (if you completed Step 5).

When using the BetterUp app for the first time, members will need to sign in with their organizational credentials. You can refer to this Member Support Article for more details

Exhaustive list of features 

Below you will find a list of features and notifications that are sent to employees with the Teams integration. The features vary depending on the product experience.