Team chat

Set up Teams channels

Bring Microsoft Teams channel messages in as chat-log documents — the sync walks the connected account's teams and turns every channel into monthly documents, replies indented under their post. This is a document source, separate from the Chat channels feature that lets the assistant answer inside Teams itself. Personal and group chats are never read. Runs entirely on your company's OWN Entra app — no third-party app is ever granted anything. Read-only.

Register the Entra app and mint the refresh token — the two headings below walk through both, once.
Documents → Teams channels, enter the Application (client) ID and the refresh token.
Optionally list team names to sync only those teams' channels, choose access groups, Test, then Sync.

What comes in

Every channel of every team in scope becomes one document per calendar month — dated, speaker-labelled turns, replies indented under the post they answered; a subject line stays with its turn, and a shared file appears as its filename only.

Access

Standard channels are team-visible by definition, so their history always carries the access groups chosen on this source. Private and shared channels are the exception: each mirrors its own channel membership, re-checked on every sync, falling back to those same groups if the roster can't be read. Access stays allow-only either way. Switch How access works to “One list for everything” under Permissions to put everything this source brings in under the chosen access groups instead.

A pasted access token is a quick test only, expiring within about an hour — the client ID and refresh token pair is what keeps a sync running. Editing a message re-syncs its month; a reaction alone does not. Months already synced stay searchable regardless.

Your own Entra app

IT registers an app once: Entra admin center → App registrations → New registration, enable “Allow public client flows” under Authentication, and add the DELEGATED Microsoft Graph permissions ChannelMessage.Read.All, Channel.ReadBasic.All, Team.ReadBasic.All, User.Read and offline_access (grant admin consent). Copy the Application (client) ID into the source.

Minting the refresh token

Request a device code for the app with those scopes, sign in at microsoft.com/devicelogin as the member account, and paste the refresh token from the reply into the source. It rotates on every renewal and the source stores the fresh one automatically.

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Last updated 20 Sep 2026