Audience

This document intends to address all users using both TeamViewer and Microsoft Teams.

Prerequisites

It is assumed that the reader is familiar with using Microsoft Teams. The support user needs to have a valid TeamViewer login/password and an associated valid license.

About TeamViewer app for Microsoft Teams

The TeamViewer-Microsoft Teams app embeds TeamViewer remote control functionality into Microsoft Teams. This allows you to:

  • Create and join a support session directly from a Teams conversation.
  • Share devices to other Teams members.
  • View TeamViewer active Sessions.
  • View TeamViewer connection history.

About this manual

This manual describes the installation and configuration of the TeamViewer App for Microsoft Teams. It also provides a short overview of the various features provided by the application.

Installation

Login

You need to login with your licensed TeamViewer account to be able to use all the different features of the TeamViewer integration, e.g., to initiate Remote Control and Assist AR connection invites, share devices, etc. Logging in with a valid TeamViewer account is required on all tabs except the Help tab.

A TeamViewer account or login is not required to receive incoming connections on your device.

Clicking on Sign In opens a pop-up window, where you will need to enter your TeamViewer credentials and grant the required permissions for the application.

Logout

You can log out of all authenticated tabs by using the top-right menu, which displays your account name. 

Important: when you logout, all your selected groups shared in tabs, and all automatically invited users will be removed.

Help tabs

This tab is displaying a knowledge base about the application.

Settings tab

Here, you can check the status of TeamViewer Remote Control and TeamViewer Assist AR features. If they are enabled, you can access them directly within Microsoft Teams.

TeamViewer Remote Control enables you to securely access and control devices from anywhere, directly within Teams, with features such as file transfer and multi-user collaboration.

 TeamViewer Assist AR delivers real-time augmented reality support, enabling remote experts to guide users visually, add annotations, and resolve issues faster without being on-site.

Here is an example of Assist AR license being blocked:

As an Administrator, click on Devices to configure device settings. TeamViewer supports two types of devices:

  • Legacy Devices: Managed under TeamViewer’s older system, linked to individual accounts with limited administrative capabilities. These become available when you enable Automatic Device Sharing in the TeamViewer channel tab.
  • Managed Devices: Part of TeamViewer’s modern management system, assigned to company-level device groups for centralized control, policy enforcement, and advanced features like monitoring and remote management. These become available when you enable Use Managed Devices v2.

To enable a Web Session, click on the Web Session tab. This feature allows customers to access TeamViewer directly from the Microsoft Teams app, eliminating the need to open the separate TeamViewer client. With Web Session enabled, you can start and manage remote connections seamlessly within Teams.

Active Session tab 

In this tab, you can find the active sessions created in Microsoft Teams through the messaging extensions (described later).

  • If you are a TeamViewer administrator or have the required permissions, then you can see sessions of your company’s employees and filter them by username.
  • If you are not an administrator, you can only see your own sessions.

In the Active Session tab, you can find the following information:

  • Session code: code of the TeamViewer session created
  • Session type: Remote Control or Assist AR session
  • Team & Channel: when created in a channel, display the name of the Team and Channel
  • Created on: date and time of the session creation
  • Expires on: expiration date of the session
  • Status: session state (Online or Offline)
  • Connect button: when the session is online, the Connect button becomes active and can be used to start the connection.

The list of active sessions and session status (online or offline) is automatically refreshed every 30 seconds.

You can sort data based on any column (sorted on “created on” descending by default) and use pagination if needed.

Connection history

In this tab, you can find a list of all connections created in Microsoft Teams through the messaging extensions (described later).

  • If you are a TeamViewer administrator, then you can see connections of your company’s employees and filter them by username or for a specific period (From / To Date).
  • If you are not an administrator, you can only see your own connections and filter them on a specific period (From / To Date).

The connections list is automatically refreshed on first load and every 30 seconds, while you’re viewing the tab.

The following information is available in the table:

  • Session code: code of the TeamViewer session created
  • Connection type: Remote Control or Assist AR session
  • Duration: session’s duration
  • Team & Channel: when created in a channel, display the name of the Team and Channel
  • Start date: start date of the connection
  • Notes: supporter notes
  • Supporter: supporter username

You can sort data (sorted on “Start Date” descending by default), use pagination, and filters if needed. You can click on a connection to show more details.

Here are the properties displayed in the details panel:

  • Report id
  • User Id and Username
  • Group Id and Group name
  • Session Code and Type
  • Assigned at and Assigned User Id
  • Start and End date of the session
  • Duration and expiration
  • Rating and comments
  • Team & Channel

A loader with a warning message, “Background synchronizing…”, is displayed when automatic background synchronization is started to update connections every time you switch to the tab, with a minimum interval of five minutes between updates.

Web Session

You can connect to your sessions directly through the Microsoft Teams app, without needing to install the TeamViewer client. To enable this, go to Settings and click on the Web Session tab, then activate Web Sessions.

The Web Session tab is only visible when a web session is established. If no session is active, the tab will display a placeholder view like this:

After you click on Launch session within the TeamViewer card, to connect to the session, this window will open:

Channels and groups Configurable tab

Initial configuration

You can add a configuration TeamViewer tab to a channel or a group chat if you have the permission to do so in Microsoft Teams:

  • Click on the + icon on a group or channel
  • Select TeamViewer in the app list (the app must be installed for the Teams or group chat)

You can give a name for the tab and select which groups (at least one) you want to share with other channel or group users: 

After this, all devices from these groups will be displayed for channel or group users with the following information:

  • Devices: device name
  • Groups: devices group name
  • Owners: owner of the group (useful when several groups have the same name)
  • Connect button

You can filter the list by device and group names.

The device list and statuses are updated automatically every 30 seconds.

Automatic sharing

When another user (who has logged in to a TeamViewer account before) accesses the TeamViewer tab, the shared groups of the tab will be automatically shared with their TeamViewer account.

If this is an external user (their TeamViewer account is part or a different company), then they will receive an invitation email to accept the group sharing and see a relevant message at the top of the tab, as shown below.

Note: If you do not have permissions in TeamViewer to share a group, it will be automatically removed from the tab’s configuration.

If you log out of the Microsoft Teams app, all shared groups are removed from all tabs, and any invited users added through the automatic sharing system will have their access revoked.

Tab settings

Once a tab is configured, you and other users can edit the tab (depending on Microsoft Teams permissions) via the Settings option.

They can add or remove groups to the tab. All devices from all these shared groups will be available and follow the same automatic sharing process.

If a device is online, the Connect button will become blue, and you can start a remote control connection by clicking on it.

You can also rename the tab or remove it.

Messaging extensions

You can create Remote Control or Assist AR connection invitations through the two following extensions.

Both actions will trigger a pop-up. Depending on your TeamViewer license(s), you may get one of these cases:

  • If you have both Remote Control and Assist AR licenses and the administrator has not restricted any features, you will then be presented with a pop-up to select what type of connection you want to create, as shown below.
  • If you only have one available type of TeamViewer license or the administrator has allowed only one, then the respective type of connection invitation is created, and the card is added to the channel or chat.
  • If you have a TeamViewer license but the functionality is restricted by the administrator, or if you have no available license, you will see an error message.

The invitation card is added to your compose area, and you must send the message in order to share your invitation with other chat users.

When the user who wants to receive the support clicks on Launch session, then their device is ready to receive the connection

The user can also connect to the Assist AR session via QR code. Click Show QR Code to access it. 

A second (supporter) card is also sent in parallel by the TeamViewer bot in the Activity tab of the application. This supporter card lets you:

  • Join the session as an administrator.
  • Refresh the session status (Offline/Online).

Note: The status should be automatically updated within the first few minutes after the invitation is created.

Copilot and TeamViewer Agent

The TeamViewer Agent seamlessly integrates with Microsoft 365 Copilot, leveraging TeamViewer’s intelligence to deliver powerful insights and summaries. With this integration, you can access real-time session details, device statuses, and retrieve any data available within TeamViewer, all directly through Copilot. To reach this feature:

  • Open Copilot and select all agents from the left-hand side. 
  • Find and open TeamViewer for Teams.