Share your 7taps courses and Learning Paths with colleagues through Microsoft Teams direct messages. Learners receive instant access—no login required, no app to download—and you can track their progress in real-time.
In this guide:
How Microsoft Teams Connection Works in 7taps
⚠️ Important: Microsoft Teams sharing works differently from Slack sharing
Slack: Only the team owner needs to connect Slack, and it works for the entire team
Microsoft Teams: Each team member must connect to Microsoft Teams account individually in order to share with Microsoft Teams
Connection Options:
Personal account: Each team member connects their own MS Teams account
Service account: If using a shared service account, each team member must:
Log in using that service account's credentials
Connect it to their own 7taps account
Have access to the service account credentials
Admin approval is required only during the first connection (for either personal or service accounts).
Before You Start: Choosing Your Setup Approach
Microsoft Teams sharing is available with 7taps Enterprise subscriptions.
You have two options for connecting Microsoft Teams to 7taps:
✅ Recommended: Service Account (One-time setup for your entire team)
Your IT admin creates a dedicated Teams service account (like learning@yourcompany.com)
Connect it to 7taps
Learners receive messages from a consistent sender (e.g., "Learning Team")
No bottlenecks if someone is out of office or leaves the company
Only requires one admin approval
Alternative: Personal Account (Individual setup for each person)
Each person connects their own Microsoft Teams account
Each person needs separate admin approval from IT
Messages come from individual senders
If that person is unavailable, learner replies may go unanswered
We strongly recommend the service account approach. The rest of this guide focuses on this method.
Recommended Approach: Service Account Setup
What You'll Need
Before starting in 7taps, work with your IT department to:
Create a dedicated Microsoft Teams/Microsoft 365 account (e.g., learning@yourcompany.com or training@yourcompany.com)
Get the login credentials for this account
Confirm your IT admin is available to approve the 7taps integration request
⚠️ Important: The IT admin approval step cannot be skipped. Plan to coordinate with your IT department before beginning this process.
Step 1: Start the Connection Process
In 7taps, open any course or folder
Click the Share button or open the Sharing Settings
Select MS Teams from the sharing options
Click Connect MS Teams
Step 2: Sign In with Your Service Account
A Microsoft login window will appear
Sign in using your service account credentials (not your personal account)
Enter the email and password for your dedicated Teams account (e.g., learning@yourcompany.com)
Step 3: Admin Approval
After signing in, you'll see one of two screens:
If you're a Microsoft Teams admin:
Review the permissions 7taps requests
Select "Consent on behalf of your organization" (if available)
Click Accept
You're done! Skip to How to Share Content
If you're not a Microsoft Teams admin:
You'll see "Need admin approval"
Click Request Approval (or share your screen with your IT admin who can click "Have an admin account? Sign in with that account")
Contact your IT admin to approve the request
What Permissions Does 7taps Request?
7taps requests permission to:
Send messages on behalf of the connected account
Access the list of users in your Teams workspace (so you can select recipients)
7taps does not:
Read your Teams messages
Access any other Teams data
Send anything except the content you explicitly choose to share
This integration is Microsoft-approved and 100% secure.
Step 4: Waiting for IT Admin Approval
If your organization has admin consent workflow enabled:
Your IT admin will automatically receive an email notification about your request
Timeline varies by organization (typically within 24-48 hours)
If your IT admin doesn't receive automatic notifications:
Send them this Microsoft guide: Review admin consent requests
Or schedule a quick call where they can approve the request while you're both online
What to tell your IT admin: "I need approval for the 7taps app to connect to our Microsoft Teams workspace. This will allow our team to send microlearning content directly through Teams messages. The app only sends content we explicitly choose to share—it doesn't read messages or access other Teams data. It's Microsoft-approved and used by [organizations like Tesla and CHG Healthcare]."
Step 5: Once Approved
Once your IT admin approves the 7taps integration:
The service account is connected to 7taps
All members of your 7taps team can immediately start sharing via Teams
No additional approvals needed for other team members
Everyone shares using the same service account
Channel Access Requirements
⚠️ Important for Channel Selection
The Microsoft Teams account you've connected to 7taps must be a member of any channels you want to use for quick learner selection.
What this means:
Public channels: Will appear in your selection list if your connected account is a member
Private channels: Will only appear if your connected account is a member
Missing channels: If you don't see a channel in the list, verify that your connected MS Teams account has been added as a member
Tip: If using a service account for sharing, make sure to add that service account as a member of all relevant channels before attempting to share courses.
How to Share Content via Microsoft Teams
Once Teams is connected (either via service account or personal account), sharing is quick and easy.
Sharing a Course, Folder, or Learning Path
Open the content you want to share in 7taps
Click the Share button
Select MS Teams
You'll see a list of all members in your Microsoft Teams workspace
Select the colleagues you want to send to (you can select multiple people)
Optional: Customize the message (see next section)
Click Send
Your learners will immediately receive a Teams message with a link to your content.
What Learners See
Learners receive a direct message in Microsoft Teams that says:
Default message: "You're invited to view the 7taps, [Course Name]."
The message includes a clickable link. When learners click it:
The 7taps course opens instantly
No login required
No app download needed
Works on desktop or mobile
Interactive experience
Who Sends the Message?
Messages appear to come from:
Service account: The name of your dedicated account (e.g., "Learning Team" or whatever you named the service account)
Personal account: Your individual name
This is why we recommend service accounts—learners see a consistent, professional sender rather than individual names.
Setting Up Automated Reminders
When sharing your content, you can configure automatic reminders for learners who don't open the link.
To set up automated reminders:
In the sharing screen, look for Reminder Settings
Choose when to send a reminder: 1-15 days after the initial message
Customize the reminder message (up to 435 characters)
Click Send
Default reminder message: "REMINDER: You're invited to view the 7taps, [Course Name]."
How Automated Reminders Work
When you enable automated reminders, the system sends follow-up messages to:
✅ Learners who have not opened the link
✅ Learners who opened the link but did not complete the course
❌ Reminders are NOT sent to learners who have completed the course
Customizing Your Messages
You can customize the message sent to learners when sharing via Teams.
Customizing the Initial Message
When sharing via Teams:
After selecting your learners, look for the message customization area
Edit the default text (up to 435 characters)
Customizing Your Preview Image
All Microsoft Teams messages include a preview image that appears in the chat. This is the first thing viewers will see when your micro-course is shared, making it an important element for engagement and branding.
To customize the preview image:
Open your course in 7taps and click Share
Navigate to Sharing Settings
Scroll to the Change preview image section
Click Change image to upload your custom image
Click Reset to default if you want to return to the standard 7taps branded image
Image Specifications:
Recommended resolution: 1200px × 630px
Maximum file size: 5MB
Supported formats: JPG, PNG
Best Practices:
Use high-quality images that represent your course topic
Include text overlay if you want to highlight the course title or key benefit
Ensure the image is clear and readable on mobile devices
Match your organization's branding for professional consistency
Test how the image appears in Teams before sharing to a large audience
Default Option:
If you don't upload a custom image, 7taps provides a default branded preview image (black background with green 7taps branding and curved lines) that clearly identifies the content as being "Built with 7taps."
Tracking Learner Progress
Once you've shared content via Microsoft Teams, you can track detailed learner data in the Analytics section.
Where to Find Analytics
Open the course you shared
Click the three dots at the top right (next to the Share button)
Then select Analytics from the drop down menu
On the Analytics page, you'll see three tabs:
Highlights Tab:
Total number of learners
Completion rate
Average time spent
Average score (if your course includes quizzes)
Learners Tab:
Individual learner names
Status (Not Started, Opened, Completed)
Time spent on the course
Score percentage
Last activity date
"Remind" button for learners who haven't opened the content
Responses Tab:
All quiz answers, poll responses, and form submissions
Grouped by learner or by card type
Exportable for further analysis
Sending Manual Reminders
From the Learners tab in Analytics:
Find a learner who hasn't opened or completed the content
Click the Remind button next to their name
Customize the reminder message
Click Send to 1 learner
This sends them a follow-up message through Teams, separate from any automated reminders you configured when sharing.
NOTE: You can also manually send reminders to everyone who has not opened the link from the Highlights tab of the course Analytics.
What Data Can You See?
For each learner, you can track:
Whether they opened the link
Whether they completed the course
How long they spent on it
Their quiz/poll scores
When they last accessed it
Their individual responses to questions
For more details on reporting, see: Advanced Reporting Guide
Common Questions About MS Teams Integration
Q: Why do you recommend a service account instead of personal accounts?
Service accounts solve several problems:
No individual bottleneck: If a learner has a question and replies in Teams, it goes to a shared inbox (or service account) rather than one person who might be unavailable.
Consistent sender: Learners see messages from "Learning Team" or your company name, not random individuals. This looks more professional.
Easier IT management: Your IT admin only needs to approve one account, not 5, 10, or 50 individual requests.
Team flexibility: New team members can immediately share via Teams without requesting their own approval.
No handoff issues: If someone leaves the company, their personal Teams connection disappears. With a service account, nothing breaks.
Q: What if my IT admin has questions about security?
Share these points:
The 7taps integration is Microsoft-approved
It only requests permission to send messages and view the user list
It does not read any Teams messages or conversations
It cannot access any other Teams data
It only sends content you explicitly choose to share
Major companies like Tesla and CHG Healthcare use this integration
Your IT admin can also review the Microsoft documentation on admin consent.
Q: Can I use both a service account and my personal account?
No, you can only connect one Microsoft Teams account to your 7taps workspace at a time. Once a Teams account is connected (whether service or personal), all team members use that same connection for sharing.
Q: Can learners reply to the Teams messages?
Yes, learners can reply in Teams. Replies go to:
The service account (if you're using that approach)
The individual who sent the message (if using personal accounts)
This is another reason we recommend service accounts—replies don't create a bottleneck with one person.
Q: Do learners need to be in our 7taps account?
No. Learners only need to:
Be part of your Microsoft Teams workspace
Click the link you send them
No 7taps account, login, or app download required
Q: Can I share with people outside my Teams workspace?
No, the MS Teams integration only works with members of your own Microsoft Teams workspace. To share with external people, use:
QR code (for in-person sharing)
Alternative: Connecting Your Personal Teams Account
If you choose not to use a service account, you can connect your personal Microsoft Teams account to 7taps.
⚠️ Note: This approach requires each team member to:
Connect their own Teams account individually
Request separate IT admin approval
Manage learner replies to their personal account
To connect your personal account:
Follow the same steps in Service Account Setup above
But sign in with your personal Teams credentials instead of a service account
Request admin approval (if you're not an admin yourself)
Once approved, you can share via Teams using your personal account
Remember:
Other team members cannot use your connection
If you're out of office, learner replies to you go unanswered
If you leave the company, the connection breaks
For these reasons, we strongly recommend the service account approach for teams of 2+ people.
Need Help?
IT admin needs technical details? Have them review Microsoft's admin consent workflow documentation.
Still stuck? Contact the 7taps support team:
Click the Help button in your 7taps dashboard
Email us with details about your issue
We're happy to schedule a call with you and your IT team to walk through setup together