To use Perform & Engage 365 in Microsoft Teams, Microsoft Outlook, and Microsoft 365 download the Perform & Engage 365 for Microsoft Teams application from Microsoft AppSource or directly within Teams itself.
Note: You will need a Perform & Engage 365 subscription to be able to use this. This includes Free Trial, Paid Pilot, Connect2 and Momentum.
Add the Perform & Engage 365 App to Microsoft teams
- Open Microsoft Teams
- Click the ‘Apps’ icon, and use the search box to find the Perform & Engage 365 app.
When the app is downloaded within Teams, Perform & Engage 365 will send you a link to connect your Perform & Engage 365 account with your Teams account. For this reason, Perform & Engage 365 accounts should be set up using Office 365 email addresses.
Just click ‘Link account’ to open a browser tab that will open up Perform & Engage 365’s client-side website, where you will need to log in with your Microsoft 365 email. Upon logging in, you will be given a seven-character validation code, which you just need to copy and paste into the Teams chat window for the Perform & Engage 365 app. Teams will confirm the account and link it to your Teams profile.
To add new team members and invite them to use Microsoft Teams, go to the ‘My Team’ section of your Perform & Engage 365 dashboard and find the ‘Team Overview’ section at the bottom. You’ll need to enter their name and email address.
Then before you finish adding them, you should make sure to tick the ‘Invite to Teams’ box in the bottom right, above the ‘Enable users and end invites now’ box, which you should also tick. This will notify your users via email, and invite them to get on Microsoft Teams and install the Perform & Engage 365 app.
Users can go through the process of finding Perform & Engage 365 on the Teams app section and manually installing it. However, if you have a master administrator account with Office 365/Microsoft Teams, you can automatically have the app installed to the workspaces of all your team members.
Now they’re on Teams, your employees can access Perform & Engage 365’s wide variety of features through the application.