WHAT IS THE MICROSOFT TEAMS INTEGRATION?
The Board Portal (BP) integration with Microsoft Teams allows you to view and share your board meetings directly inside a Teams meeting — no screen sharing, no switching between apps.
Your board content is shared in real time within the tool you already use every day.
WHY USE THIS INTEGRATION?
- Present board meetings directly within a Teams call
- Secure login via DiliPass, Microsoft, or Google
- Keep everything in one place: minutes, documents, and collaboration
- Boost productivity — everything’s one click away
QUICK SET UP GUIDE
Open Your Meeting in Teams
- Go to the scheduled meeting where you want to add your Board Portal content.
Add the Board Portal Tab
- Click the “Apps” (Add a tab) button at the top of the meeting interface
- Search for “DiliTrust” in the app list
- Click on the Dilitrust logo app
- Sign In Securely
- Pick Your Instance and Meeting
- After logging in:
- Select the appropriate Instance (e.g., your organization’s environment)
- After logging in:
- Use the search bar to find and select your meeting
- Save
- Start the Meeting & Share
- Join your Teams meeting as usual
- Go to the Board Portal tab you added
- Click the “Share” button inside the tab
- This will make the meeting content visible to all participants — in real time, within the call.
FEATURE HIGHLIGHTS
| Not Yet Available |
Add BP to any Teams meeting | Push notifications to attendees |
Real-time meeting sharing | Auto-save meeting files to Teams channels |
Option to open BP in a browser | Embedded chat in the BP tab (disabled) |
HELPFUL TIPS
Auto-login works after your first authentication
You can switch between tenants/instances easily
Dashboard access is not available inside Teams — this is intentional for simplicity and security
TROUBLESHOOTING
Can’t find your meeting?
- Ensure the meeting is published in the Board Portal
- Double-check the selected instance
Login issues?
- Make sure pop-ups are allowed in Teams
- Try logging out and back in
- Still stuck? Clear your browser cache or contact your IT support
Tab won’t load?
- Remove and re-add the tab
- Check with your Teams admin to ensure the app is allowed in your organization
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