Getting Started with DeskDirector
DeskDirector Portals
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What is the DeskDirector Admin Portal?
What is the DeskDirector TECH Portal?
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Pricing & Subscription Plans
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Admin Essentials
Release Notes
Permissions & Feature Configuration (ConnectWise/Autotask Partners)
Automatic Contact Creation
The Developer Corner
DeskDirector Features Overview
Logging in to DeskDirector
Desktop Portal Version Differences
Managing Tickets with DeskDirector
User Profiles & Profile Pictures
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Featured Solution: Teams Ticket Discussion
Features
Portal Customization
Service Catalogue
Service Catalogue Strategy
Service Catalogue Setup: Choose Your Path
Why a Small Service Catalogue Works Better
Service Groups Explained: Controlling What Contacts See
Quick Setup: Service Groups for Teams With Limited Time
Advanced Catalogue Model: Proactive, Reactive and Automated
Build a Small, High-Value Service Catalogue
Capture Requests the Catalogue Misses With Inline Forms
Use AI Categorisation Instead of Setup-Only Service Types
Monthly Service Catalogue Review Checklist
Automate Service Group Creation for Each Contact or Company
Contact Groups: Shared Tickets for Teams
Forms
Communication
Actionable Messages for Emails
Real-Time Chats
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
Generative AI
Ticket Summary for TECH Portal
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
Knowledge Bases for AI Assistants
Set up Microsoft Foundry Agent Service with DeskDirector Portals
Advanced
Login & Authentication
Contact Groups
Accounts and Companies
Contacts
Approvals
Task Lists
The Learning Center
Tags
Custom Domains
File Storage
Portal Deep Linking
Service Dashboard
Auditing and Analytics
Integrations
ConnectWise
ConnectWise Custom Menu Item for DeskDirector Tech Portal
ConnectWise
ConnectWise Quotes & Invoices
ConnectBooster
ConnectWise - Avoid Aggressive Notifications
AutoTask
Switching or Merging PSAs
QuoteWerks
Wise-Pay
TimeZest
BiggerBrains
OneNote Notebooks
Integrations - Frequently Asked Questions
IT Glue
Microsoft Teams App
Featured Solution: Ticket Briefing
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (TECH Mode)
Setting up Tags for Teams Discussions (TECH Portal)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for TECH Users
Microsoft Power Automate
Actions
Solutions
Power Automate Administration
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
Troubleshooting
Troubleshooting via Web Developer Tools
Diagnose Entities Tool
Troubleshooting DeskDirector Connection Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
ConnectWise Audit Trail - Exporting API Logs
Contact DeskDirector Support
Desktop Portal - Common Issues
Contact Impersonation
DeskDirector Desktop App - Installation Issues
Login & Authentication - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
Microsoft Teams App - Common Issues
Security
Glossary
Archived
Table of Contents
- All Categories
- Troubleshooting
- Microsoft Teams App - Common Issues
Microsoft Teams App - Common Issues
Updated
by Niamh Ferns
Microsoft Teams App Troubleshooting
"When I try to open the Teams app, it says that it hasn't been assigned to a Chat."
This is a common issue that requires a fix in two parts. The second part is under the heading: "When I try to access the settings page, it won't load."
Please do the following:
- Uninstall the DeskDirector Teams app from your Teams instance and remove it from all channels (if any) that it is associated with
- Head to your Teams Admin Center and ensure that you have allowed access to the DeskDirector Teams app
- Reinstall the DeskDirector Teams app in TECH Mode and associate it with a single chat
After this, please proceed to the steps for "When I try to access the settings page, it won't load".
"When I try to access the settings page, it won't load."
DeskDirector no longer provides support for old OAuth. You can find information on how to move here.
This is often caused by issues with the DeskDirector service principal in your Microsoft tenant. To resolve this, please:
- Open Entra and search for any DeskDirector enterprise applications. You should see at least one: "DeskDirector". You may also see "DeskDirector Teams". Please delete both of these
- Open your DeskDirector Admin Portal and head to System > Authentication
- Under the "Tech Portal" section, regrant admin consent for DeskDirector:

- Now, under the same menu, regrant admin consent for Teams:

- Back in Entra, confirm that both of your service principals for Teams and DeskDirector are showing as active
- Restart Teams fully, and you should now be able to access the settings page again
"I'm getting an error saying 'No Service Provider Found'."
When initialising the DD Teams app, you may encounter the following message: "No Service Provider Found". This error prompts you to contact your service provider to enable Microsoft Teams' integration feature for you. This issue usually arises when attempting to set up the Client Portal mode for your clients' teams, and their Azure Active Directory (AAD/Entra) tenancy hasn't been linked to one of the companies in DeskDirector in the TECH mode.
To resolve this issue, follow this documentation.
"I'm running into a loop when trying to install the Teams App"
You may be experiencing an installation loop issue with the DeskDirector Teams app. That is, despite trying to install, you are repeatedly prompted to install the portal app.

The issue may occur if the bot has not been installed before setting up the integration. The bot's installation is a prerequisite for successful integration setup:
- Uninstall and Reinstall the DeskDirector Teams app: Navigate to the team where the app is being installed. Go to Manage team under the ... menu to the right of the Team's name. Under the Apps tab, find the DeskDirector app and uninstall it.
- Install the DeskDirector Teams app to a team: Reinstall the app to a team's channel. Make sure to install both the tab and bot. The default install button should include both components. Do not install the tab without the bot.
- Check for Bot Installation: After reinstalling, the bot should be set up automatically in the background. Upon successful bot installation, you should receive a welcome message.
- Set Up the Integration: Once the bot is installed, proceed with the integration setup.
Please refer to the installation guide screenshot for a visual reference: Installation Guide.
If the issue persists after following these steps, please contact our support team for further assistance.