Can I embed full Grove FP views in tabs?

Yes. Grove FP tabs in Teams channels display fully interactive budget grids, reports, and KPI dashboards.

How do approval notifications work?

Approvers receive an adaptive card with a budget summary, line item breakdown, and approve/reject buttons.

Yes. If your organisation uses Azure AD / Microsoft Entra ID, Grove FP supports SSO from within Teams.

Can I use the bot for queries?

Yes. The Grove FP bot responds to natural language questions like "What's our marketing spend this month?" with data from your model.

IntegrationCollaboration

Microsoft Teams Integration

Microsoft Teams is the communication hub for Microsoft-first organisations. The Grove FP Teams integration brings budget notifications, approval workflows, and embedded planning tabs into your Teams experience.

Setup time

5 minutes

Sync frequency

Real-time (event-driven)

Data flow

Grove FP → Teams: Notifications, approvals, embedded tabs, data cards

Overview

What it does

Receive budget approvals, variance alerts, and forecast updates as Teams notifications. Pin Grove FP tabs in your Teams channels for quick access to budgets, reports, and KPIs. Use messaging extensions to share financial data in conversations.

Benefits

Why connect Microsoft Teams

Native Microsoft Teams integration for Microsoft-first organisations

Pin Grove FP tabs in channels for always-visible budget and KPI data

Approval workflows with approve/reject actions directly in Teams

Adaptive cards show rich financial summaries in your team conversations

Setup

How to connect Microsoft Teams

Install the Teams app

Add the Grove FP app from the Microsoft Teams App Store. Admin approval may be required depending on your tenant policies.

Authenticate with Grove FP

Add tabs to channels

Pin Grove FP tabs — budgets, reports, KPIs — in relevant Teams channels for quick access.

Configure notifications

Choose which Teams channels receive approval requests, variance alerts, and forecast updates.

Use messaging extensions

Share budget summaries, KPI snapshots, and report links directly in Teams conversations.

Use cases

How finance teams use this integration

Finance team channel

Create a #finance channel in Teams with pinned Grove FP tabs showing budget status, variance reports, and KPIs.

Approval workflows

Budget approval requests appear as adaptive cards in Teams. Approvers can review and approve without leaving the conversation.

Executive updates

Use messaging extensions to drop a KPI summary card into a leadership Teams channel. Live data, zero effort.

Works well with

Related integrations

Collaboration

Slack

Slack is where your team communicates. The Grove FP Slack integration brings financial planning notifications, approvals, and quick-access commands into your existing Slack workflow.

View integration

Accounting

Dynamics 365

Microsoft Dynamics 365 Business Central and Dynamics 365 Finance are widely used by organisations embedded in the Microsoft ecosystem. The Grove FP integration connects your Dynamics data for seamless financial planning.

View integration

Data & BI

Power BI

Microsoft Power BI is the industry-leading business intelligence platform. The Grove FP integration lets you push your planning data into Power BI for advanced visualisations, dashboards, and embedded analytics.

View integration

FAQ

Frequently asked questions

Yes. You need a Microsoft 365 licence that includes Microsoft Teams. All business and enterprise plans include Teams.

Connect Microsoft Teams to Grove FP today

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