Outlook
Communication
Send follow-ups from your own domain and keep every thread in one inbox.
CommunicationMicrosoft Teams + Modern
Modern posts approval requests and account updates to the Microsoft Teams channels your finance team already works in, so decisions happen where the team is.
Capabilities
What Modern does with Microsoft Teams
Post approval requests to the Teams channels you choose before Modern does anything new.- Share account updates such as payment promises, disputes and escalations.
- Keep a record of every request and decision in the audit trail.
Setup guide
How setup works
- 1
Connect Microsoft Teams
Your admin authorizes Modern through Microsoft Teams's API with OAuth and scoped permissions, and can revoke access at any time.
- 2
Map your receivables
You choose the mailboxes or channels Modern uses, and set the rules for who is contacted, how often and what needs approval first.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Microsoft Teams with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Microsoft Teams integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
An admin authorizes Modern through Microsoft Teams's API with OAuth and scoped permissions. Access can be revoked at any time.
Only what your rules allow. You decide which messages Modern sends, to whom and how often, and Modern asks before doing anything new.
Yes. Every message Modern sends or handles through Microsoft Teams is logged against the customer in the audit trail, so anyone on the team can see what was said and when.
Communication
Related integrations
Gmail
Communication
Send reminders from your Google Workspace mailbox and capture every reply.
YOUR NEXT STEP
See Modern work with Microsoft Teams
Walk through your receivables with our team and see how Modern would work with your Microsoft Teams setup.
- Connects to Microsoft Teams, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing