When integrating Revenue.io with Microsoft Teams, administrators may encounter issues which prevent the user list from Microsoft syncing in Revenue.io.
This article helps you diagnose and resolve common synchronization problems between Microsoft Teams and Revenue.io.
Before troubleshooting, ensure you have administrative access to both Microsoft and Revenue.io.
Missing Admin Consent or Permissions
The most common reason for synchronization issues is a result of inadequate app permissions. In order for Revenue.io to be able to pull the list of your users from Microsoft Teams, access to your company directory (User.Read.All scope) must be allowed.
During the final step of the integration setup, Powershell will open a browser window to grant admin consent for the required permissions, but this can sometimes be missed or closed accidentally before the integration set up is completed.
To manually grant Admin Consent:
- Login to Microsoft Entra Admin Center
- Under Identity, expand the Applications menu
- Select Enterprise Applications
- Search for Revenue.io - Confirm you have the correct application by confirming the App ID is
52261ce2-c62e-41fd-80de-d0252e57b7d5
. - Under Security, select Permissions
- Click "Grant Admin Consent for MSFT"
User Properties in Microsoft
The Revenue.io application will attempt to sync Revenue.io users to their corresponding Microsoft user by matching the e-mail address in both systems. If a user was not automatically matched, it could indicate a problem with the data retrieved from Microsoft.
Missing or Mismatched Email Properties
Revenue.io find a match based on a user's Email field synced from Salesforce and the Email field in Microsoft. The User Principal Name in Microsoft is not used. A common reason a match isn't made automatically is because a user either doesn't have the Email property populated in Microsoft, or the value is different between Microsoft and Revenue.io (via their Salesforce user properties).
To check this:
- Login to Microsoft Entra Admin Center
- Navigate to the Users page and click Edit Properties
- Click Contact Information
- Confirm that the Email field is populated correctly. If no email is entered, the user will not sync and be available as an option in Revenue.io
If you've followed the steps above, you should now see the user populate as an option within the Teams Integration page. If you still need assistance, please contact our Support team.