Solutions by app
Microsoft Teams: Connect conversations, systems, and agents
Microsoft Teams keeps people connected. Tray connects Teams with HR, IT, and operations tools so conversations trigger actions, share updates, and keep data in sync across systems.
Agents
Integrations
Automations
Use cases
Microsoft Teams + Tray
Microsoft Teams is where conversations, approvals, and collaboration happen across chats, channels, and meetings. But actions discussed in Teams often depend on work happening in other systems.
Tray extends Microsoft Teams across your stack, connecting it to identity, CRM, ITSM, finance, engineering, and any other system you rely on. Messages, adaptive cards, form submissions, and channel events can trigger orchestrated workflows, governed automations, and agents that take action across tools, then post updates back to the right chat or channel.
See how different teams use Tray to take action from Microsoft Teams.
What you can do with Tray
IT
IT
If you work in IT, these are common ways teams use Tray with Microsoft Teams to handle requests, approvals, and access changes directly in-channel.
- Approve access in Teams: Collect structured access requests via adaptive cards, route approvals, and provision access in your IdP
- Create ITSM tickets from chats: Turn messages or form submissions into ServiceNow or Jira Service Management tickets automatically
- Reset credentials securely: Trigger password or MFA resets and confirm completion in the conversation
Product and engineering
Product and engineering
If you work in engineering, these are common ways teams use Tray with Microsoft Teams to coordinate incidents and delivery workflows.
- Create or update issues from Teams: Open or transition Jira or Azure DevOps work items from chat messages
- Post build and deploy updates: Share CI/CD, release, or incident updates automatically in the right channel
- Coordinate on-call notifications: Notify responders and sync shift changes when incidents are created
Support
Support
If you work in support, these are common ways teams use Tray with Microsoft Teams to escalate issues and keep customer context aligned.
- Create cases from Teams conversations: Capture structured details and create Zendesk or CRM cases without leaving Teams
- Escalate high-priority requests: Detect urgent messages and open linked incident or support tickets with full context
- Sync ticket updates to channels: Post status changes or SLA updates back to the relevant Teams thread
Revenue
Revenue
If you work in sales or revenue operations, these are common ways teams use Tray with Microsoft Teams to coordinate deal activity and approvals.
- Route pricing approvals in Teams: Collect approval decisions via adaptive cards and update CRM records automatically
- Share opportunity updates automatically: Post deal stage changes to relevant channels as opportunities progress
- Alert on account risk signals: Notify account owners when renewal or churn risk indicators appear in CRM
Finance
Finance
If you work in finance, these are common ways teams use Tray with Microsoft Teams to manage approvals and billing updates without email chains.
- Approve spend requests in Teams: Capture structured spend approvals and update financial systems automatically
- Notify teams of payment exceptions: Alert stakeholders when billing or invoice issues arise
- Share close and reconciliation updates: Post key financial milestones to the appropriate Teams channels
Business systems
Business systems
If you build and scale systems for the business, these are common ways teams use Tray with Microsoft Teams to standardize intake and orchestrate work across tools.
- Expose workflows as Teams actions: Make governed workflows available through bots or adaptive cards
- Standardize request intake: Replace unstructured chats with forms that route work consistently
- Sync Teams actions across the stack: Trigger updates in CRM, ITSM, billing, or HR systems from Teams events
Agents
Build agents with Teams and Tray
Agents built in Tray Merlin Agent Builder work inside Teams to help IT, HR, and business users complete tasks and approvals using company data. Every action runs under IT governance with full visibility and control. Agents can also run in Slack or web chat without being rebuilt, using the same secure logic managed in Tray.
Ground agents with relevant knowledge
- Combine sources: Use Teams context with HR, ITSM, or CRM data
- Build a data source: Query approved message, user, or channel data
- Filter scope: Limit access by team, channel, or role
- Use company knowledge: Ground responses in approved data and link back to the right records
Tray Merlin Agent Builder vs. Microsoft Copilot
Many organizations comparing automation in Microsoft Teams want to know how Tray agents differ from Microsoft Copilot. Both support productivity, but they serve different purposes.
Copilot enhances productivity inside Microsoft 365. Tray’s Merlin Agent Builder governs and orchestrates actions across every system your business depends on.
Merlin Agent Builder
Acts across systems to create, update, or orchestrate actions across HR, IT, and business tools, not just Microsoft 365
Runs under IT governance with scoped permissions, RBAC, and full audit logging
Connects to flexible data sources including Salesforce, ServiceNow, Okta, and Workday
Runs in Teams, Slack, web apps, or via API so one build works across channels
Microsoft Copilot
Works within Microsoft apps including Teams, Outlook, Word, and Excel but cannot act across external systems
Provides insights and summaries but does not modify or update records in other tools
Centers governance and visibility within Microsoft 365’s environment
Supports content creation, summarization, and search inside Microsoft products
Integrations
Integrations with Teams and Tray
Tray connects Teams with your core systems so messages, alerts, and approvals stay linked with real data. Use the Teams connector for built-in actions, or the HTTP connector for any API. Connect Teams with Microsoft 365 tools like SharePoint and Planner, or extend to Slack, Jira, ServiceNow, Workday, and Salesforce to keep every update aligned.
Teams integration capabilities
Integrate Teams with 700+ applications using the Teams connector or any API with Tray’s HTTP connector. These domains mirror Teams APIs and how organizations actually collaborate and manage workflows in Teams.
Connect conversations with the systems behind them
- Send messages: Post updates or notifications in any channel or chat
- Reply and edit: Manage threaded replies for context
- Mention users: Tag people or groups to trigger responses
Automations
Automations with Teams and Tray
Tray turns chat into action. Messages, mentions, or events in Teams can start workflows that post updates, create tasks, or notify users in connected systems. Each step runs under IT control with retries, sequencing, and access rules, all built visually in Tray’s low-code builder.
Frequently Asked Questions
Find answers to common questions about our products and services.
How does Tray connect to Microsoft Teams?
Tray connects through the Microsoft Graph API using scoped credentials and secure OAuth authorization.
Can Tray send and receive messages in Teams?
Yes. Workflows can send, edit, or reply to messages, trigger actions based on reactions, or collect approvals directly in chat.
Can Tray manage Teams channels and memberships?
Yes. Workflows can create, rename, or archive channels, and add or remove members automatically.
Can agents run in Teams?
Yes. Agents built in Tray Merlin Agent Builder can respond to messages, surface information, or trigger workflows inside Teams.
Which Teams objects are supported?
Messages, threads, channels, users, memberships, and reactions.
How does Tray manage security?
Tray uses role-based access, environment isolation, and audit logging to control every workflow and agent action.
How does Tray detect events in Teams?
Tray connects through the Microsoft Graph API for real-time events and updates.
What’s a simple starting use case?
Start with an automation that posts a message to Teams when a new ticket is created in ServiceNow. Then expand to agents that answer questions, route approvals, or update connected systems in chat.
FAQs
Yes. Workflows can send, edit, or reply to messages, trigger actions based on reactions, or collect approvals directly in chat.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes