Deploy the Microsoft Teams Add-in

Making the TonicDM Microsoft Teams add-in available to project teams within your organization.

Updated over a week ago

This article is intended for IT professionals.

How the Add-in Works

The Add-in package is uploaded into your organization's Teams environment. This makes the "TonicDM" tab available for your staff to add as a channel in Team. Note: it doesn't automatically add the "TonicDM" tab to any Teams, it just makes it available.

Before Starting

Get the installation ZIP from TonicDM Support and place it in an accessible location.

Installing from the Admin portal

Go to the Teams Admin Portal (https://admin.teams.microsoft.com/) and under Teams Apps go to Manage Apps.
In the right-side Actions menu select + Upload.
โ€‹If the Actions menu options are disabled, visit the Setup policies on the left-side menu.

Locate the downloaded ZIP and upload it.

In the App settings, click on Assignments. We recommend Everyone can install.

Click Review Permissions and grant permissions for the TonicDM app.

This adds the TonicDM Teams App to your organization's gallery for the staff.
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Note: this may take a few minutes and may require you to refresh the browser.

Adding the TonicDM tab to a Teams Channel

Prior to doing the below, please ensure your TonicDM account is connected to your Office 365 account because this is required for later steps.

Navigate to a channel within Microsoft Teams and then click on the plus button in the tab header, then search for TonicDM and select the app.

The Team channel configuration window should appear. In order for the configuration to automatically recognize the TonicDM project associated with the channel, the Team channel name must start with the project number as shown in the TonicDM portal.

  • If it cannot automatically configure, close the configuration window, update the channel name, and then try again.

  • If it successfully configured, then it should show the associated project. Clicking the save button will add the TonicDM app as a tab in the channel that can be accessed from then on.

TonicDM should now load seamlessly into Teams! Use the expand button for the best experience.

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