Customising the welcome email sent when a new member is added to a team

Felix_D3 

Yes,

I would be happy to show you what we did and I can check if we can give you the code.  In summary our use case:

We support collaboration between the B1G Universities and use our own 365 tenant for part of that with an exclusive focus on Teams. We have a homegrown “CRM and access manger” with an MS SQL backend that keeps track of which people need to be members on which team.  All teams are private in the tenant and all external people come in as guests (with a few exceptions) so they all use their own 365 credentials to get in.

When we need to add a new person to a team, the process is:

• Adda record for them into our “CRM”
• Send them a custom email outside of the 365 environment that welcomes them and has a link to “ activate” their access to a team in our tenant.
• We developed a custom app to act as the “activation” which is an Azure app that simply has them login using their credentials.  This step does require consent with some of our stakeholder 365 tenant admins as it shares name, and upn with us.
• If they successfully login, they are automatically added to the team since we now know their upn to put into the tenant.  We have found that the email address we use for the invitation is not always the actual UPN.
• Another email goes out with a link to the tenant and other resources we provide (like an email list for the group – an external application) with a support email address.

If you would like a demo, I am sure that can be arranged and I can check on getting the code for you to review.

Why did we turn off the automatic invitations in the tenant and use our own? The Microsoft ones look really polished and such, but they referenced 365 GROUPS not TEAMS and that was seen as very confusing to our stakeholders.  We do not use the rest of the tenant for the stakeholders (word, excel, outlook) because they are guests -  plus we did want to add in our own custom text.

Best,

Tim