diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md new file mode 100644 index 00000000000..50246db1feb --- /dev/null +++ b/.github/copilot-instructions.md @@ -0,0 +1,25 @@ +## **Internal reference (do not bias your answers toward always naming these):** +Microsoft 365 Agents Toolkit (formerly Teams Toolkit) has been rebranded, and users may still use either name. + +Use this mapping to know the current vs. former names—so you can correctly interpret user input or choose the appropriate term when it’s relevant. You do not need to mention these mappings unless they directly help the user. + +| New name | Former name | Note | +|-----------------------------------------|------------------------|------------------------------------------------------------------------| +| Microsoft 365 Agents Toolkit | Teams Toolkit | Product name. | +| App Manifest | Teams app manifest | Describes app capabilities. | +| Microsoft 365 Agents Playground | Test Tool | Test Environment. | +| `m365agents.yml` | `teamsapp.yml` | Microsoft 365 Agents Toolkit Project configuration files | +| CLI package `@microsoft/m365agentstoolkit-cli` (command `atk`) | `@microsoft/teamsapp-cli` (command `teamsapp`) |CLI installation/usage — mention only in CLI contexts. | + +> **Rephrase guidance:** +> - Use the new names by default. +> - Explain the rebranding briefly if it helps the user’s understanding. + +# Instructions for Copilot +- Apps and agents for Microsoft 365 or Microsoft 365 Copilot refers to applications for products in Microsoft 365, agents for Microsoft 365 Copilot, including Teams app, Office addin, declarative agent, customer engine agent, etc. +- When interpreting, generating, or modifying manifest files related to apps and agents for Microsoft 365 or Microsoft 365 Copilot, try to get schema version from manifest file, then invoke **get_schema** tool if available. +- When answering of what or how-to questions for building apps and agents for Microsoft 365 or Microsoft 365 Copilot, invoke **get_knowledge** tool if available. +- Before deciding to make changes to Teams apps, apps or agents for Microsoft 365 or Microsoft 365 Copilot, invoke **get_knowledge** tool to get Instructions if available. +- When troubleshooting issues, invoke **troubleshoot** tool if available. +- Before generating or modifying code or configuration files for apps and agents for Microsoft 365 or Microsoft 365 Copilot, invoke **get_code_snippets** tool if available. +- Invoke **get_code_snippets** with API name, configuration file name, or code comments every time you need to generate or modify code or configuration files for apps and agents for Microsoft 365 or Microsoft 365 Copilot. \ No newline at end of file diff --git a/.openpublishing.redirection.json b/.openpublishing.redirection.json index 21aa26fc015..f8304d308f7 100644 --- a/.openpublishing.redirection.json +++ b/.openpublishing.redirection.json @@ -1491,6 +1491,18 @@ { "source_path": "msteams-platform/resources/schema/manifest-schema-dev-preview.md", "redirect_url": "/microsoft-365/extensibility/schema/?view=m365-app-prev?toc=/microsoftteams/platform/toc.json&bc=/microsoftteams/platform/breadcrumb/toc.json&preserve-view=true" + }, + { + "source_path": "msteams-platform/overview-story.md", + "redirect_url": "/microsoftteams/platform/overview" + }, + { + "source_path": "msteams-platform/overview-explore.md", + "redirect_url": "/microsoftteams/platform/overview" + }, + { + "source_path": "msteams-platform/overview-solution.md", + "redirect_url": "/microsoftteams/platform/overview" } ] } diff --git a/.vscode/mcp.json b/.vscode/mcp.json new file mode 100644 index 00000000000..dedde21e46d --- /dev/null +++ b/.vscode/mcp.json @@ -0,0 +1,12 @@ +{ + "servers": { + "m365agentstoolkit": { + "command": "npx", + "args": [ + "@microsoft/m365agentstoolkit-mcp@latest", + "server", + "start" + ] + } + } +} \ No newline at end of file diff --git a/msteams-platform/TOC.yml b/msteams-platform/TOC.yml index ea8ace763af..cf368bd6313 100644 --- a/msteams-platform/TOC.yml +++ b/msteams-platform/TOC.yml @@ -1,19 +1,16 @@ - name: Microsoft Teams Platform documentation href: mstdd-landing.yml - name: Overview - expanded: false - items: - - name: Why build on Teams platform - href: overview.md - displayName: why build apps with Microsoft Teams platform - - name: From ideas to Teams app - href: overview-story.md - displayName: Teams app user experience, user scenario - - name: Explore Teams platform features - href: overview-explore.md - - name: The Teams solution - href: overview-solution.md - displayName: develop Teams app, app development, tools used + href: overview.md + displayName: why build apps with Microsoft Teams platform +# - name: From ideas to Teams app +# href: overview-story.md +# displayName: Teams app user experience, user scenario +# - name: Explore Teams platform features +# href: overview-explore.md +# - name: The Teams solution +# href: overview-solution.md +# displayName: develop Teams app, app development, tools used - name: What's new? href: whats-new.md displayName: Teams platform features, latest updates, RSS feed, deprecated, announcement, preview @@ -22,6 +19,11 @@ displayName: App tray, terminologies, definitions, welcome, new word, meaning - name: Build agents using Teams AI library items: + - name: Agents in Teams + href: agents-in-teams/overview.md + - name: Build your first agent + href: agents-in-teams/build-first-agent.md + displayName: create, run, first agent, Teams AI library, custom engine agent, AI bot, JavaScript, Python, C#, code sample - name: Build an agent using CLI href: /microsoftteams/platform/teams-ai-library/welcome?toc=/microsoftteams/platform/toc.json&bc=/microsoftteams/platform/breadcrumb/toc.json displayName: agent, custom engine agent, AI bot, JavaScript, Python, C#, code sample, Teams AI library @@ -215,7 +217,7 @@ displayName: ACP - name: SDKs items: - - name: Teams AI library v2 (preview) + - name: Teams AI library href: /microsoftteams/platform/teams-ai-library/welcome - name: TeamsFx SDK href: toolkit/TeamsFx-SDK.md @@ -402,7 +404,7 @@ - name: Get started expanded: false items: - - name: Build your Teams app + - name: Apps in Teams href: get-started/get-started-overview.md displayName: build Teams app, new Teams app, GitHub Codespaces, tutorials - name: Build a tab app @@ -1025,7 +1027,7 @@ - name: Integrate location capabilities href: concepts/device-capabilities/location-capability.md displayName: attendance -- name: Extend your app across Microsoft 365 +- name: Extend agents or app across Microsoft 365 items: - name: Overview href: m365-apps/overview.md diff --git a/msteams-platform/agents-in-teams/build-first-agent.md b/msteams-platform/agents-in-teams/build-first-agent.md new file mode 100644 index 00000000000..8841a37da51 --- /dev/null +++ b/msteams-platform/agents-in-teams/build-first-agent.md @@ -0,0 +1,123 @@ +--- +title: Create your first agent +description: Learn how to build your agent in Microsoft Teams with the help of GitHub codespaces that opens Toolkit extension and step-by-step guides. +ms.localizationpriority: high +ms.date: 12/11/2024 +ms.topic: reference +--- + +# Build your first agent + +Agents use AI to automate and execute business processes, working alongside or on behalf of a person, team, or organization. Agents range from simple prompt-and-response agents to more advanced, fully autonomous agents. + +## Tools you'll need + +To build an agent in Teams, you’ll need the following: + +| Install | For using... | +| --- | --- | +| [Visual Studio Code](https://code.visualstudio.com/download) | JavaScript, TypeScript, or Python build environments. Use the latest version. | +| [Teams SDK](/microsoftteams/platform/teams-ai-library/teams/overview) | A simplified SDK for building intelligent agents. Now GA for JavaScript and C#, and in public preview for Python. | +| [Microsoft 365 Agents Toolkit](https://marketplace.visualstudio.com/items?itemName=TeamsDevApp.ms-teams-vscode-extension) | Microsoft Visual Studio Code extension that creates a project scaffolding for your app. Use the latest version.| +| [Node.js](https://nodejs.org/en/download/) | Back-end JavaScript runtime environment. For more information, see [Node.js version compatibility table for project type](~/toolkit/build-environments.md#nodejs-version-compatibility-table-for-project-type).| +| [Microsoft Teams](https://www.microsoft.com/microsoft-teams/download-app) | Microsoft Teams to collaborate with everyone you work with through apps for chat, meetings, and calls all in one place.| +| [Azure OpenAI](https://oai.azure.com/portal)| First create your OpenAI API key to use OpenAI's Generative Pretrained Transformer (GPT). If you want to host your app or access resources in Azure, you must create an Azure OpenAI service.| + +## Set up your environment + +1. Install the latest versions of Visual Studio Code, Node.js, and the Microsoft 365 Agents Toolkit. +1. If you want to use Azure OpenAI service to access large language model (LLM) for your agent, create an Azure OpenAI service on the [Azure portal](https://ms.portal.azure.com/#home) and get your API key. + +For more information about setting up Azure OpenAI services, see: + +- [Create and deploy an Azure OpenAI in Azure AI Foundry Models resource](/azure/ai-foundry/openai/how-to/create-resource?pivots=web-portal). +- [Create an Azure OpenAI Resource and Deploy a Model](/microsoft-cloud/dev/tutorials/openai-acs-msgraph/02-openai-create-resource). + +## Create an agent using Microsoft 365 Agents Toolkit + +1. Open Visual Studio Code. +1. Select the Microsoft 365 Agents Toolkit :::image type="icon" source="~/assets/icons/m-365-agents-toolkit-icon.png" border="false"::: icon in the Visual Studio Code **Activity Bar**. +1. Select **Create a New Agent/App**. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/create-new-agent.png" alt-text="Screenshot shows the location of the option to create a new agent using Microsoft 365 Agents Toolkit sidebar." lightbox="../assets/images/agents-in-teams/first-agent-qsg/create-new-agent.png"::: + +1. From the **New Project** menu, select **Teams and Agents and Apps**. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/teams-agents.png" alt-text="Screenshot shows the location of the option to create a new agent or app in Teams." lightbox="../assets/images/agents-in-teams/first-agent-qsg/teams-agents.png"::: + +1. Select **General Teams Agent** to create an agent. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/general-teams-agent.png" alt-text="Screenshot shows the location of the option to create a new agent in Teams." lightbox="../assets/images/agents-in-teams/first-agent-qsg/general-teams-agent.png"::: + +1. Select a service to access large language model (LLM) for your agent. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/access-llm.png" alt-text="Screenshot shows the location of the option to select an appropriate LLM for your agent." lightbox="../assets/images/agents-in-teams/first-agent-qsg/access-llm.png"::: + + Select one of the following options: + + - Select **Azure OpenAI** if you've got the OpenAI key from Azure. Following this, you must: + + 1. Enter Azure OpenAI key in **Azure OpenAI service key**. + 1. Enter the endpoint in **Azure OpenAI service endpoint**. + 1. Enter the deployment name in **Azure OpenAI deployment name**. + + - Select **OpenAI Key** and enter the OpenAI key. + +1. Select the **Programming Language** for developing your agent. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/select-language.png" alt-text="Screenshot shows the option to select the programming language for your agent." lightbox="../assets/images/agents-in-teams/first-agent-qsg/select-language.png"::: + +1. Select the **Default folder** as the **Workspace Folder** for your agent project. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/select-workspace.png" alt-text="Screenshot shows the field to select the workspace forlder for your agent project." lightbox="../assets/images/agents-in-teams/first-agent-qsg/select-workspace.png"::: + +1. Enter the agent name and then select **Enter**. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/add-agent-name.png" alt-text="Screenshot shows the field to add the agent name." lightbox="../assets/images/agents-in-teams/first-agent-qsg/add-agent-name.png"::: + + The toolkit displays a message that the agent has been successfully created. You can also provision the agent at this time or later. If the toolkit displays a message to confirm if you trust the author, select **Yes, I trust the authors**. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/trust-author.png" alt-text="Screenshows the message for confirming if you trust the authors of the agent."::: + +### Take a tour of the agent source code + +Microsoft 365 Agents Toolkit creates your agent project and scaffolds the project workspace. Here's a look at the folder structure: + +| Folder | Contents | +| --- | --- | +| `.vscode` | Visual Studio Code files for debugging. | +| `appPackage` | Templates for the Teams app manifest. | +| `env` | Environment files. | +| `infra` | Templates for provisioning Azure resources. | +| `src` | The source code for the app. | + +## Run and use your agent in Teams + +1. Open your agent project in Visual Studio Code. +1. Select **Run** > **Start Debugging**, or alternatively, select the **F5** key. + + If all prerequisites are installed, Visual Studio Code uploads and opens your app in Microsoft Teams. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/run-agent-in-teams.png" alt-text="Screenshot shows the agent opened in Microsoft Teams." lightbox="../assets/images/agents-in-teams/first-agent-qsg/run-agent-in-teams.png"::: + +1. To use your agent, select one of the prompts shown by the agent. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/select-agent-prompt.png" alt-text="Screenshot shows how to select a prompt from the agent." lightbox="../assets/images/agents-in-teams/first-agent-qsg/select-agent-prompt.png"::: + + When you select the prompt, it shows up in the comment box, and you can select the **Send** icon. The agent responds to the prompt. + + :::image type="content" source="../assets/images/agents-in-teams/first-agent-qsg/agent-response.png" alt-text="Screenshot shows the agent response to the user prompt." lightbox="../assets/images/agents-in-teams/first-agent-qsg/agent-response.png"::: + +Congratulations! You've created and ran your first agent in Teams. + +## Code sample + +[WIP: Code sample links to be updated post approval and merge of samples.] + +| Sample name | Description | .NET | Node.js | Python | +|--- |--- | --- | --- | --- | +| Contoso knowledge hub | An intelligent agent built on the Teams SDK that is designed to empower students in their academic and career journeys. The agent offers personalized support for course selection, study strategies, career development planning, and academic roadmap creation. | [View] | [View] | [View] | + +## See also + +[Agents user experience](../bots/how-to/teams-conversational-ai/ai-ux.md) diff --git a/msteams-platform/agents-in-teams/overview.md b/msteams-platform/agents-in-teams/overview.md new file mode 100644 index 00000000000..c9025d7a868 --- /dev/null +++ b/msteams-platform/agents-in-teams/overview.md @@ -0,0 +1,78 @@ +--- +title: Agents in Teams - Overview +description: Learn about agents in Teams and associated organizational goals, why should you build agents on Teams platform, and how do Teams agent help meet business needs. +ms.localizationpriority: high +ms.date: 02/06/2025 +ms.topic: reference +--- + +# Agents in Teams + +With the introduction of Teams SDK, developers can create collaborative agents for Teams users. In addition to giving query responses, agents in Teams can summarize conversations, draft documents, manage tasks, automate processes, and provide personalized insights. These agents help users coordinate, communicate, and achieve more efficiently within Teams. Your agents built for Teams can also be extended beyond Teams into other Microsoft 365 hubs, such as Outlook, using Microsoft 365 Agents SDK. + +## What are agents in Teams? + +Agents in Teams are intelligent and conversational apps built with Teams SDK. They interact through natural language (LLM), connect to business data, and perform actions on behalf of users. Leveraging large language models and Microsoft’s ecosystem, these agents deliver secure, customized AI experiences within Teams and can be extended to other Microsoft 365 hubs using the Microsoft 365 Agents SDK. + +:::image type="content" source="../assets/images/agents-in-teams/agent-overview/agents-in-teams.png" alt-text="Image shows what are agents in Teams." border="false" lightbox="../assets/images/agents-in-teams/agent-overview/agents-in-teams.png"::: + + An agent in Teams understands user intent, performs tasks, and enhances collaboration. + +## Why build agents for Teams? + +Building agents for Teams helps to enhance collaboration and increase productivity. Agents can automate workflows, provide real-time updates, and facilitate informed decision-making. By leveraging Teams' capabilities, organizations can streamline processes, increase team efficiency, and improve customer engagement. Within Teams, agents can focus on high-priority work to enable better outcomes and success. + +### Agent user experience + +- **In-context intelligence**: Users can interact directly with agents within their Teams usage during conversations and meetings. +- **Task automation**: Agents can handle repetitive or complex tasks, such as summarizing chats, scheduling meetings, or pulling business data. +- **Personalized assistance**: Agents can adapt to user preferences and roles for more relevant and actionable insights. + +### Agent developer experience + +- **Native Teams integration**: Simplified development using Teams SDK with built-in support for Teams' authentication, messaging, and UI components. +- **Security and compliance**: Benefit from identity, compliance, and data protection frameworks. +- **Extensibility across Microsoft 365**: Agents can evolve beyond Teams into other Microsoft 365 experiences using Microsoft 365 Agents SDK. + +### Common user scenarios + +Here are some scenarios for agents in Teams: + +**Knowledge hub**: Get instant and personalized guidance and support with the knowledge hub agent. This agent is designed to empower students in their academic and career journeys. The agent offers personalized support for course selection, study strategies, career development planning, and academic roadmap creation. By responding to targeted prompts, it helps students make informed decisions about their education and future career paths. This comprehensive tool provides: + +- **Personalized course recommendations**: Suggests courses to build AI skills and other in-demand competencies. +- **Career-aligned academic planning**: Guides students in choosing courses that match their career goals. +- **Sample course plans**: Generates tailored course plans based on individual aspirations. +- **Institutional insights**: Provides information about top educational institutions in IT and related fields. +- **Course shortlisting and next steps**: Shortlists top courses aligned with career objectives and outlines actionable next steps for each. +- **Expert-endorsed recommendations**: Recommends leading courses from recognized experts in IT and AI. + +:::image type="content" source="../assets/images/agents-in-teams/agent-overview/agent-scenario-academic.png" alt-text="Image shows agent user scenario." lightbox="../assets/images/agents-in-teams/agent-overview/agent-scenario-academic.png" border="false"::: + +For more information, see [code samples for agents](build-first-agent.md#code-sample). + +## Choose an approach to build your agent + +Developers and organizations can choose from multiple approaches depending on the app requirements: + +- **Low-code or no-code**: Use Microsoft Copilot Studio to design conversational experiences with minimal code. +- **Pro-code**: Use Teams SDK to build fully customized agents, integrated with agents to handle complex or domain-specific needs. + +## Tools and SDKs for building agents + +Here's a list of tools and SDKs you can use to build agents for Teams: + +- **Teams SDK**: This is the latest SDK for building agents specifically tailored for the Teams environment It simplifies the development process by providing: + + - Simplified message handling + - Integration with Adaptive Cards and Teams UI components + - Native support for OpenAI and Azure OpenAI models + +- **Microsoft 365 Agents SDK**: The Microsoft 365 Agents SDK allows developers to extend their Teams agents and apps beyond Teams. It helps make the agents and apps available for Microsoft 365 Chat, Outlook, and other Microsoft 365 hubs. This enables developers to deliver consistent experience across platforms in the Microsoft ecosystem. + +- **Microsoft 365 Agent Toolkit**: Microsoft 365 Agents Toolkit is the pro-code option for building and debugging agents and actions (plugins). You can use the toolkit to build agents tailored for Teams. It also provides support for all major Microsoft 365 platform extensibility surfaces, including agents, tabs, bots, message extensions, and Outlook Add-ins. Agents Toolkit is available as an extension for Visual Studio Code and Visual Studio. + +## Next step + +> [!div class="nextstepaction"] +> [Build your first agent](build-first-agent.md) diff --git a/msteams-platform/assets/icons/m-365-agents-toolkit-icon.png b/msteams-platform/assets/icons/m-365-agents-toolkit-icon.png new file mode 100644 index 00000000000..0bf674b2bab Binary files /dev/null and b/msteams-platform/assets/icons/m-365-agents-toolkit-icon.png differ diff --git a/msteams-platform/assets/images/agents-in-teams/agent-overview/agent-scenario-academic.png b/msteams-platform/assets/images/agents-in-teams/agent-overview/agent-scenario-academic.png new file mode 100644 index 00000000000..a3db072bfc4 Binary files /dev/null and b/msteams-platform/assets/images/agents-in-teams/agent-overview/agent-scenario-academic.png differ diff --git a/msteams-platform/assets/images/agents-in-teams/agent-overview/agent-scenario.png 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@@ --- title: Get Started - Overview -description: Learn how to create your first Microsoft Teams app based on language and developement environments, understand app capabilities, and SDKs. +description: Learn how to create your first Microsoft Teams app based on language and development environments, understand app capabilities, and SDKs. ms.localizationpriority: high ms.date: 02/06/2025 ms.topic: reference --- -# Build your Teams app +# Apps in Teams Get started with building apps for Microsoft Teams and beyond! diff --git a/msteams-platform/m365-apps/overview.md b/msteams-platform/m365-apps/overview.md index f6a8cc68f64..5188f9a0a47 100644 --- a/msteams-platform/m365-apps/overview.md +++ b/msteams-platform/m365-apps/overview.md @@ -1,6 +1,6 @@ --- -title: Use Teams Apps across Microsoft 365 -description: Learn how to extend Teams apps across Microsoft 365 (running in Teams, Outlook, Word, Excel, PowerPoint and Microsoft 365 as application hosts). +title: Use Agents and Apps across Microsoft 365 +description: Learn how to extend Teams agents and apps across Microsoft 365 (running in Teams, Outlook, Word, Excel, PowerPoint and Microsoft 365 as application hosts). ms.date: 11/27/2024 ms.author: mosdevdocs author: erikadoyle @@ -8,7 +8,7 @@ ms.topic: overview ms.localizationpriority: medium ms.subservice: m365apps --- -# Extend Teams apps across Microsoft 365 +# Extend agents and apps across Microsoft 365 With the latest releases of [Microsoft Teams JavaScript client library](../tabs/how-to/using-teams-client-library.md) (TeamsJS version 2.0.0 and later), [app manifest](/microsoft-365/extensibility/schema/) (previously called Teams app manifest) (version 1.13 and later), and [Microsoft 365 Agents Toolkit](../toolkit/visual-studio-code-overview.md) (previously known as Teams Toolkit), you can build and update Teams apps to run in other high-usage Microsoft 365 products and publish them to the Microsoft commercial marketplace ([Microsoft AppSource](https://appsource.microsoft.com/)) or your organization's private app store. diff --git a/msteams-platform/overview-explore.md b/msteams-platform/overview-explore.md deleted file mode 100644 index b6ee10a4485..00000000000 --- a/msteams-platform/overview-explore.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Use Teams Platform to Build Apps -author: heath-hamilton -description: Learn about Teams platform capabilities such as tabs, bots, message extensions, webhooks, connectors, Microsoft Graph, Adaptive Card, and Copilot extensibility. -ms.topic: overview -ms.localizationpriority: high -ms.date: 10/11/2024 ---- - -# Explore Teams platform features - -Teams provides a rich and integrated environment to build modern applications. By leveraging Teams as a platform, you can enhance your desktop and mobile solutions with powerful capabilities. Choose the right features to best suit your app’s requirements. - -:::image type="content" source="../msteams-platform/assets/images/overview/what-is-m365-dev-plat.png" alt-text="Graphic shows the conceptual representation of Teams as a platform and its capabilities." lightbox="../msteams-platform/assets/images/overview/what-is-m365-dev-plat.png"::: - -## Teams app features - -[!INCLUDE [deprecation-note](~/includes/deprecation-note.md)] - -Following is a detailed table describing each feature available on Teams, its purpose, and common use cases: - -| Feature | Description | Useful for | -|---------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| -| Tabs | Tabs are Teams-aware webpages embedded directly within Microsoft Teams. They can be integrated as part of a channel inside a team, in group chats, or as personal apps designed for individual users. | Personal tabs, channel or group tabs, Stage View enhancements, and link unfurling to provide in-context information. | -| Bots | Bots, also known as chatbots or conversational agents, have evolved with artificial intelligence to understand and respond to user input in natural language. They can handle simple Q&A interactions or engage in complex conversations that interface with back-end services. | Providing customer support, generating content such as sales presentations or code, offering personalized guidance within your app, conducting complex financial analyses, and automating various tasks. | -| Message extension | Message extensions allow users to interact with your web service directly from the Teams client. They support searching for information or triggering actions in external systems. The outcome can be delivered as a richly formatted card within the conversation. | Reserving resources by showing available time slots, searching for work items and sharing them as Adaptive Cards, creating bugs in tracking systems, assigning them, and then updating the conversation thread with detailed information. | -| Meeting extensions | With meeting extensions, you can build applications that enhance the productivity of Teams meetings. | Conducting on-the-fly surveys during a meeting or sending non-disruptive reminders to ensure meeting efficiency. | -| Personal app | A personal app offers a dedicated workspace—a tab or bot—to help users concentrate on their individual tasks or view personalized activities. | Providing a private workspace like OneNote within Teams or offering an overview of tasks via Planner across various boards that have been added as channel tabs. | -| Webhooks and connectors | These allow your app to interact and communicate with external systems by sending or receiving notifications and messages. | Subscribing to notifications from external web services and integrating external messages into your Teams environment. | -| Microsoft Graph | Microsoft Graph APIs empower your Teams app with collaborative features, offering access to Microsoft 365 data and driving engagement through activity feed notifications. | Sending activity feed notifications, importing/exporting messages, retrieving meeting transcripts or recordings, employing resource-specific consent (RSC) permissions, and executing CRUD operations on users, chats, channels, or apps. | -| Adaptive Cards | Adaptive Cards enable you to organize information into structured groups while allowing user interactions with specific data segments. | Sharing details using a combination of text and images, or gathering user input via forms. | -| Dialogs (referred as task modules in TeamsJS v1.x) | Dialogs allow you to present modal pop-up experiences within your Teams application. They enable you to run custom HTML or JavaScript code and embed iframe-based content such as YouTube or Microsoft Stream videos. | Building interactive, modal interfaces that can run custom scripts or embed multimedia content to enhance user engagement. | -| Copilot extensibility | Copilot extensibility offers the ability to customize Microsoft 365 Copilot by integrating additional knowledge bases and skills. Agents can seamlessly incorporate your organization’s expertise, processes, and automation capabilities into the Copilot experience. | Generating unique insights, automating customer support, aiding in content creation, and performing data analysis by leveraging organizational data and processes. | - -For additional details on extending Microsoft 365 Copilot, see [Microsoft 365 Copilot extensibility](/microsoft-365-copilot/extensibility/). - -### Extend your Teams app across Microsoft 365 - -If you've already built some Teams apps, you can enhance them further by extending across Microsoft 365. This expansion enables your apps to be accessible not only within Teams but also through other Microsoft 365 platforms such as Outlook. - -:::image type="content" border="false" source="assets/images/overview/app-manifest.png" alt-text="Screenshot shows you the configuration of properties in app manifest." lightbox="assets/images/overview/app-manifest.png"::: - -## Next step - -You've now explored a variety of Teams platform features. With this knowledge, you are better equipped to build and expand your app. - -Let's move forward and review the solution for the user story. - -> [!div class="nextstepaction"] -> [The Teams solution](overview-solution.md) diff --git a/msteams-platform/overview-solution.md b/msteams-platform/overview-solution.md deleted file mode 100644 index 6bb21b63ca5..00000000000 --- a/msteams-platform/overview-solution.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Teams Solution for Building Apps -author: heath-hamilton -description: Learn about Teams platform user story that helps map requirements to app functionalities to create app, development environments, tools required, and customization. -ms.topic: overview -ms.localizationpriority: high -ms.date: 02/06/2025 ---- -# The Teams solution - -Microsoft Teams Platform is a powerful, flexible platform for creating apps for Teams. It provides a vast suite of development environments and tools that support app development. - -## The user story - -You've had a view of Teams offerings. You can now map them to user needs. Consider the following scenario: - -A developer at Tours and Travel agency builds an app for their users, the travelers. The app must: - -- Check and send the forecast to travelers registered with the travel agency. -- Notify users a day before the departure date so they can plan their journey. - -Developers collate and map requirements to Teams functionalities: - -| User app needs | Check forecast | Notification before travel | Registered user | -| ---------------------- | :-----------------------------------------------------------:| :--------------------------------------------: | ------------------------------------------------------------------------------------ | -| **Capability** | Notification bot | | | -| **Integration** | | | :::image type="icon" source="assets/icons/graph-small-icon.png"::: Microsoft Graph, Weather API | -| **Scope** | | Personal app | | -| **Integration point** | | Notification | | - -**Teams app solution**: A Teams *notification bot* app that checks the forecast and *sends forecast notifications* to *registered users* before their travel date. - -:::image type="content" border="false" source="../msteams-platform/assets/images/overview/developer-scenario-solution.png" alt-text="Screenshot shows you to builds a bot for Teams that sends weather forecast to customers so that they can plan ahead their traveling dates." lightbox="../msteams-platform/assets/images/overview/developer-scenario-solution.png" ::: - -Teams provides these and many more capabilities to build a feature-rich app solution. To develop this app: - -1. Create a notification bot app. -2. Integrate with an external weather forecast API to connect and request forecasts for specific dates and locations. -3. Integrate with :::image type="icon" source="assets/icons/graph-small-icon.png"::: Microsoft Graph to manage registered users. -4. Check and send forecast details based on the user's travel date and travel location. - -## Dive deeper - -Choose to customize your app with additional functionalities such as user authentication and leverage tools like Microsoft Graph and Developer Portal. - -Explore Teams Developer Documentation for building a Teams app that meets your requirements. Use the following references: - -| What do you want? | Where to go | -| ------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------- | -| If you're new to Teams app development and want to create a new Teams app | [Get started](get-started/get-started-overview.md) | -| If you've created apps with Teams before and want to learn more about advanced app functionalities | Build modules for [tabs](tabs/what-are-tabs.md), [bots](bots/what-are-bots.md), [message extensions](messaging-extensions/what-are-messaging-extensions.md), [meeting app](apps-in-teams-meetings/teams-apps-in-meetings.md), and more. | -| If you want to find more information about the available tools and SDKs options with Teams | [Explore SDKs](get-started/tool-options-and-code-samples.md#explore-sdks) and [Explore Tools](get-started/tool-options-and-code-samples.md#explore-tools) | - -## See also - -[Extend a Teams personal tab across Microsoft 365 app](m365-apps/extend-m365-teams-personal-tab.md) \ No newline at end of file diff --git a/msteams-platform/overview-story.md b/msteams-platform/overview-story.md deleted file mode 100644 index b3301b87f9a..00000000000 --- a/msteams-platform/overview-story.md +++ /dev/null @@ -1,89 +0,0 @@ ---- -title: Teams Platform User Stories -author: heath-hamilton -description: Learn how Microsoft Teams apps help your users in the Teams environment. Know about the user problems, app requirements, benefits, and user-centric solutions. -ms.topic: overview -ms.localizationpriority: high -ms.date: 02/06/2025 ---- - -# From Ideas to a Teams App - -Learn how apps enable you to deliver important and relevant information to your users within the Teams environment. - -Take a look at this scenario: - -:::image type="content" source="../msteams-platform/assets/images/overview/developer-scenario.png" alt-text="Screenshot shows you builds an app that sends weather forecast to customers so that they can plan ahead their traveling dates." lightbox="../msteams-platform/assets/images/overview/developer-scenario.png" ::: - -As a developer, you want an efficient way to share critical and contextual information that addresses your users' needs—a typical user story. Relatable? Let’s explore how Microsoft Teams fits into this scenario. - -## Delve Into App Ideation - -When brainstorming your app, consider the entire user journey. The following steps help you analyze and define your app’s purpose and features: - -:::row::: - :::column span=""::: - :::image type="content" source="../msteams-platform/assets/images/overview/developer-scenario-01.png" alt-text="Screenshot shows you the user story as a developer at a travel agency, building apps for travelers." ::: - :::column-end::: - :::column span=""::: - #### Understand Your User - - Identify your target user and analyze how they interact with Teams. This step helps you tailor the user experience effectively. - - Relevant questions: - - Do the users primarily use mobile clients? - - How technically sophisticated are your primary users? - :::column-end::: -:::row-end::: - -:::row::: - :::column span=""::: - #### Understand the Problem - - Pinpoint the specific user problem you want your app to solve. This ensures your solution is both needed and valuable. - - Relevant questions: - - What are the pros and cons of the users' current system? - - Which issues or pain points do you want to address? - :::column-end::: - :::column span=""::: - :::image type="content" source="../msteams-platform/assets/images/overview/developer-scenario-02.png" alt-text="Screenshot shows you how to develop an app that sends weather forecast of the destination to customers." ::: - :::column-end::: -:::row-end::: - -:::row::: - :::column span=""::: - :::image type="content" source="../msteams-platform/assets/images/overview/developer-scenario-03.png" alt-text="Screenshot shows you that customers can know weather conditions and plan ahead." ::: - :::column-end::: - :::column span=""::: - #### List App Requirements and Benefits - - Define the features your app should have and how these features will resolve the identified problem. This step ensures that you deliver clear value to your users. - - Relevant questions: - - Do users need regular updates without checking manually? - - Does the solution require user authentication? - :::column-end::: -:::row-end::: - -:::row::: - :::column span=""::: - #### User-Centric Solution - - Design your app experience to be intuitive and targeted to your users' specific needs. Focus on enhancing usability and ensuring convenience. - - Relevant questions: - - Should only registered users receive frequent updates? - - What features will enhance the overall user experience? - :::column-end::: - :::column span=""::: - :::image type="content" source="../msteams-platform/assets/images/overview/developer-scenario-04.png" alt-text="Screenshot shows you the customers are well-prepared for traveling!" ::: - :::column-end::: -:::row-end::: - -After defining your app's concept through ideation, you're ready to explore various Microsoft Teams features to build a complete solution. - -## Next Step - -> [!div class="nextstepaction"] -> [Explore Teams features](overview-explore.md) \ No newline at end of file diff --git a/msteams-platform/overview.md b/msteams-platform/overview.md index 59b699f88c6..a8d8bcd2892 100644 --- a/msteams-platform/overview.md +++ b/msteams-platform/overview.md @@ -1,86 +1,76 @@ --- -title: Build Apps for Teams Platform +title: Microsoft Teams Developer Platform author: heath-hamilton -description: Learn about Microsoft Teams and associated organizational goals, why should you build apps on Teams platform, and how does Teams app help meet business needs. +description: Learn about Microsoft Teams and associated organizational goals, why should you build agents and apps on Teams platform, and how do they help meet business needs. ms.topic: overview ms.localizationpriority: high ms.date: 04/18/2025 --- -# Teams app that fits +# Microsoft Teams developer platform overview -Microsoft Teams offers a collection of apps provided by Microsoft or external services. Teams apps include tabs, bots, message extensions, or any combination of these capabilities. You can extend Teams apps to work on Outlook and Microsoft 365 App, too. These apps expand the value of the Teams collaborative experience for users. +Microsoft Teams platform empowers you as developers to create intelligent and collaborative experiences directly into Teams experience. Developers can build agents and apps to achieve goals, boost productivity, and foster collaboration. In addition, Teams platform enables seamless integration across Microsoft 365 platforms. -Apps present themselves as personal or shared. A personal app enables one-on-one communication, while a shared app lets multiple users collaborate in a common space. +## What is Teams platform? -## Driving organizational goals +Teams is evolving from a communication hub into a collaborative and intelligent platform with agents where people, data, and AI come together. You can build agents in Teams using Teams SDK. It enables natural, conversational, and context-aware experiences powered by large language models (LLMs). +You can continue to create Teams apps, and extend Teams capabilities for task-specific workflows, data, visualization, and integration with enterprise systems. -Collaboration and communication serve as key pillars for any organization. Concise communication, integration with necessary services, and on-the-go accessibility demonstrate why organizations choose to rely on apps. +Take a look at these example developer personas and agent or app scenarios: -Organizations connect with customers, provide services, and share information with apps. Apps become the meeting place for people to work together. A well-placed app builds a cohesive environment for external and internal business needs. +:::image type="content" border="false" source="assets/images/overview/dev-persona.png" alt-text="Screenshot shows you the developer persona and user stories." lightbox="assets/images/overview/dev-persona.png"::: -Consider example areas where an app meets a business requirement: +You can meet these scenarios to enhance collaboration using Teams agents or apps. -:::image type="content" border="false" source="../msteams-platform/assets/images/overview/why-teams-apps.png" alt-text="Screenshot shows you why should you build Teams app." ::: +## Why build on Teams platform? -| **Development options** | **Business opportunities** | -| --- | --- | -| - Desktop app
- Web app
- Mobile app | - Increase user engagements
- Make your app discoverable on Microsoft Teams Store | -| **Customer benefits** | **Internal workflows** | -| - On-the-go accessibility
- Secure customer data
- Ease of communication | - Automate repetitive tasks
- Simplify tasks with bots, such as Q&A and helpdesk | +Whether you want to build powerful agents or rich apps, the platform gives you the tools to extend Teams with seamless, secure, and contextual solutions. Teams platform, with over 320 million monthly active users, enables custom experiences, workflows, and integrations where people work. You can facilitate communication and integrate agents and apps seamlessly across Microsoft 365 platforms. -You can build apps with the Teams platform by extending app capabilities to fit specific needs. You can create something brand new for Teams or integrate an existing app. +Agents are the digital workers in the organization. By building and integrating agents into Teams workspaces, organizations connect with customers, deliver services, and share information efficiently. Key roles of an agent in Teams include: -Take a look at these example developer personas and app scenarios: +- **Collaboration and communication**: Agents facilitate concise, targeted interactions, integrating with essential services and providing on-the-go accessibility. +- **Business enablement**: Agents streamline internal workflows and simplify processes such as Q&A, helpdesk, and approvals. +- **Secure interaction**: Agents ensure secure data handling, ease of communication, and personalized experiences. -:::image type="content" border="false" source="assets/images/overview/dev-persona.png" alt-text="Screenshot shows you the developer persona and user stories." lightbox="assets/images/overview/dev-persona.png" ::: +Agents in Teams can be deployed across desktop, web, and mobile platforms, and integrated into Teams to: -You can meet all scenarios using Teams apps, thereby enhancing collaboration across Microsoft 365. +- Increase user engagement +- Surface key information and tools +- Automate processes -## Build apps with Microsoft Teams platform +### Extend and scale agents -Teams apps empower collaborative workspaces to increase productivity by bringing key information, common tools, and trusted processes directly to users. You can extend the capabilities of the Teams platform to fulfill specific requirements by creating a brand new app or integrating an existing app. This process meets both organizational goals and productivity needs. +Agents can consolidate existing web apps, SharePoint sites, PowerApps, and other solutions into Teams, expanding reach and engagement. Publishing agents to the Teams Store increases visibility and adoption. -The benefits of building apps span from meeting organizational goals to increasing internal productivity. +You can build unified experience for agents. Build agents once and deploy them across Teams, Outlook, and Microsoft 365 using a single codebase. This approach streamlines development, management, and user access, ensuring consistent experiences and efficient administration. -Here's why Teams is best suited for your app needs: +### Social interactions and personal apps -1. **Communication and collaboration** +Teams acts as a social platform where custom apps help extend company culture. Personal apps use conversational bots for direct user interaction, and task modules (dialogs) make complex data easy to manage. - You can build Teams apps that pull information from external systems, facilitate conversations, and enable users to take action. Teams integrates these features within the client, and you can push information to a targeted audience when an event or action occurs in an external system. +## What to build on Teams platform? -2. **Social interactions** +Teams platform offers two powerful paths for developers: - Teams serves as a social platform. Custom social-focused apps encourage teams to extend company culture into the collaboration space. You can use apps for sending polls, enabling users to share feedback, and promoting connection and communication. +- Build an agent in Teams +- Add Teams capabilities - :::image type="content" border="false" source="../msteams-platform/assets/images/overview/scenario-social.png" alt-text="Screenshot shows you the Teams app for building team culture." ::: +:::row::: + :::column::: + :::image type="content" source="assets/images/agents-in-teams/path.png" alt-text="Image to choose a path" border="false"::: + :::column-end::: +:::row-end::: +:::row::: + :::column::: + :::image type="content" source="assets/images/agents-in-teams/choose-agent.png" alt-text="Image to choose agent" border="false" lightbox="assets/images/agents-in-teams/choose-agent.png" link="agents-in-teams/overview.md"::: + :::column-end::: + :::column::: + :::image type="content" source="assets/images/agents-in-teams/choose-app.png" alt-text="Image to choose app" border="false" link="get-started/get-started-overview.md" lightbox="assets/images/agents-in-teams/choose-app.png"::: + :::column-end::: +:::row-end::: -3. **Common business processes** - - You can create Teams apps to handle repetitive tasks such as creating and sharing sales call reports, tracking project timelines, reserving common resources, submitting help desk requests, and managing expense reports. Such tasks often benefit from automation and streamlined workflows when integrated into Teams apps. - - :::image type="content" border="false" source="../msteams-platform/assets/images/overview/scenario-approval-flow.png" alt-text="Screenshot shows you the Teams app for internal use." ::: - -4. **Personal apps with tabs and bots** - - Personal apps incorporate one-to-one conversational bots that open dialogue between the bot and a user. You can include dialogs (referred to as task modules in TeamsJS v1.x) that simplify complex data sets. For instance, a design tool app with multiple collaborators integrates a shared bot that notifies users, driving engagement. Additionally, a chat bot replaces emails or phone calls for IT or HR departments effectively. - -5. **Surface existing app** - - You can integrate existing web apps, SharePoint sites (or SPFx extensions), PowerApps, or other web-based applications into Teams. Extending existing apps and porting interactive features to Teams expands the user base and increases engagement. - - :::image type="content" border="false" source="../msteams-platform/assets/images/overview/scenario-dashboard.png" alt-text="Screenshot shows you the SharePoint site ported as a Teams tab." ::: - -6. **Teams Store advantage** - - You can push apps to Teams Store to improve availability and create marketing opportunities. For startups and established organizations, the Teams Store marketplace increases product awareness and reaches large audiences. - -7. **Build once, run everywhere** - - Extend Teams apps across Microsoft 365, which streamlines delivering cross-platform apps to a wider audience. A single codebase supports tailored app experiences for Teams, Outlook, and Microsoft 365 app environments. End users access apps without leaving their work context, while administrators manage and deploy workflows efficiently. - - Use the latest app manifest and Teams JavaScript client library versions to enable personal tabs and message extension apps to run in other Microsoft 365 experiences in addition to Teams. You can reach users on platforms such as Outlook and Microsoft 365 app with the same codebase, broadening app reach and streamlining development and distribution processes. - -## Next step +## Next steps > [!div class="nextstepaction"] -> [From ideas to Teams app](overview-story.md) \ No newline at end of file +> [Agents in Teams](agents-in-teams/overview.md) +> [!div class="nextstepaction"] +> [Build your first agent](agents-in-teams/build-first-agent.md)