Using Apps & CoPilot in Teams

Apps are a great way to find content from your favorite services and share it with others. A few examples include pinning services to the top of a channel, chatting with bots, and sharing and assigning tasks. Whether you're looking to connect Salesforce, DocuSign, or Adobe Acrobat, our extensive app selection likely offers a new way to access the services you already use every day.

 

Add an App

  1. From the left side of Teams, select Apps. Search for your favorite app or browse the app categories to discover new ones.

  2. Select the app you want, and a description screen opens. The Overview, Reviews, and Details tabs explain the capabilities of the app, and where it appears in Teams.

  3. To add the app, select Add.

 

Add an app to a chat or channel tab

  1. Go to the channel, group chat, or one-on-one conversation of your choosing, and select Add a tab 

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  2. Select the app you want. For some apps, you might be prompted to add a file.
  3. Select whether to Post about this app in the chat or post. 
  4. Select Save.

 

Add an app to a meeting

Meeting organizers and presenters can add apps before or during meetings. 

  • To add an app before a meeting, first send the meeting invite then open the meeting. Select Add a tab 

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     and choose an app.
  • To add an app during a meeting, after the meeting starts select More actions Uploaded Image (Thumbnail)
    then Get more apps and agents Uploaded Image (Thumbnail)

 

Here are a couple examples of recommended apps.

Planner

Planner is a standard Teams application that is available out of the box, and yet many teams seem to oversee its value due to the tool’s utter simplicity. But you should definitely give Planner a try as the app will help you to effortlessly track personal and group tasks without ever leaving Teams or setting complex integrations.

Use Microsoft Teams Planner to perform the following activities:

  • Track personal and group tasks
  • Create new taskboards for specific teams

 

Wiki

Wiki is a Microsoft Teams add-on that helps you create a shared knowledge repository. This app can serve as a productive workspace for creating and sharing notes within your team. It also encapsulates a smart text editor where you can draft, edit, and chat without leaving the window. Wiki is integrated with the MS Teams by default.

Features:

  • Write and store guidelines and rules that everyone can follow.
  • Store FAQ at a common repository for easy reference.

 

CoPilot (web version)

You can use the restricted version of Copilot in Teams, which AI-powered chat and web data reasoning via the Copilot app icon, but lacks deep access to work data (emails, chats, meetings) and advanced agents. The chat uses enterprise-grade protection (shield icon), meaning your data is not used to train the underlying models.

You can add other apps to Microsoft Teams in either the web, desktop, or mobile versions. You can also add apps directly from wherever in Teams you're working, whether you're in a chat, channel, or meeting.