Distribution Lists and Microsoft Teams

Applies to:

• Velixo Classic
• Acumatica, MYOB Acumatica, Cegid XRP Flex

TABLE OF CONTENTS

• Overview
• Using Teams when running your Scheduled Reports Distribution
• Path to the SharePoint folder
  • Step 1 - Open the SharePoint folder from Teams
  • Step 2 - Get the root URL
  • Step 3 - append any needed subfolder path
• SharePoint address of a team’s channel
• Permissions management in Teams

Overview

For those Velixo users who are also connected to Microsoft Teams there is a great opportunity to get the most of this integration.  Storing reports in the cloud and sharing them across the organization can now be performed in the most straightforward way.

Using Teams when running your Scheduled Reports Distribution

A major advantage you can obtain from this integration is that your Report Distribution List can be significantly shortened by having just one link to the team’s channel - and no one is missed out!

Below is a distribution list for a monthly report, which must be distributed to seven people from the organization.

Suppose you have those seven people in your team’s channel; that’s how your distribution list can look:

Let's see how we can find the folder path.

Path to the SharePoint folder

Step 1 - Open the SharePoint folder from Teams

 

Considering that a file available in Teams is stored in a folder on a SharePoint site, open the SharePoint folder to determine the correct path.

 

From within the Microsoft Teams user interface, we select the desired Team:

 

In the Files section of the Team, we click the three dots menu at the top of the display...

 

 

... and select: Open in SharePoint:

 

Step 2 - Get the root URL

Once the browser is open, we will copy the URL...

 

... but remove everything after /Shared%20Documents

 

So, in this example, the root URL is:

 

https: //sharepoint.com/sites/VirtualRoom/Shared%Documents

 

Step 3 - append any needed subfolder path

Let's assume we want our file stored under the Private Reporting team.  We can add that to the URL (being sure to replace any spaces with %20)...

 

So:

https: //sharepoint.com/sites/VirtualRoom/Shared%Documents/Private%20Reporting

 

...and use it as a Folder Path in our Distribution List:

 

Once the report distribution is completed, the report will be available in Teams in the Files tab of our channel:

SharePoint address of a team’s channel

If any comments must be provided with a distributed report, instead of using a folder path you can use the email address of your channel as an Email To parameter in the Distribution List.  The channel’s email address is available from the context menu:

Here is an example of Distribution List with email address specified:

In this case a separate post will be added to the Posts tab of your channel:

The report will be stored in EmailMessages folder within the Files tab:

Permissions management in Teams

By default, all shared files in Teams have read-write permissions for every member of the channel.  In case you want to share a report, for which any changes are undesirable, you can set up read-only permission in SharePoint.

To do that, open files in SharePoint:

On a SharePoint site click the kebab menu: (

) for the required file or folder and select Manage Access:

You have a variety of options to configure the preferred set of access rules:

Note: when you add or remove users from a team, their access is also added or removed from the SharePoint site.

Note: changes are saved instantly.  You always have the latest version of the document, whether you are in Teams or in SharePoint Online.