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Connect Costory to Microsoft Teams so you can send scheduled report views and alert notifications to Teams channels. Use this setup if you want to deliver:

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Current availability

The Costory Teams app is currently distributed through the Costory integration page while Microsoft certification is in progress. You can download the app package and connect your organization from: the Integrations page in the Costory app.

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Prerequisites

  • A Microsoft 365 tenant where your organization uses Teams.
  • Access to install or upload an app package in your tenant.
  • Access to the Costory integration page.
Some tenants restrict custom app uploads. If upload is blocked, ask your Microsoft 365 administrator to allow the app package for your organization.

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Install and connect Teams

1

Open Integrations in Costory

Go to Costory Integrations page and select Microsoft Teams.
2

Download the Teams app package

Download the provided .zip package from the integration screen.
3

Upload the package in Teams

In Microsoft Teams, use your app management flow to upload the Costory app package.
4

Authorize and link your tenant

Complete the connection flow shown in Costory so your Teams workspace is linked.
5

Choose destination channels

Select the Teams channels that should receive reports or alerts.
6

Send a test message

Trigger a test delivery from Costory to confirm channel access and message rendering.

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Configure delivery use cases

After connection, you can use Teams as a destination in:
  • Cost Reports when scheduling recurring reports from saved views
  • Alerts when selecting notification channels for thresholds and anomalies

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Frequently asked questions

Yes. Teams channels can be used in both report schedules and alert notifications.
It depends on your tenant policy. Some organizations allow app upload by team owners, while others require a Microsoft 365 admin.
Yes. You can update channel selections at any time in Costory.
Check tenant app permissions and upload policy, then retry. If needed, contact Costory support with the Teams error message.

Set Up Slack Integration

Configure Slack channels for delivery.

Set Up Email Delivery

Send reports and alerts to email recipients.

Cost Reports

Schedule recurring cost reports.

Alerts

Configure proactive spend notifications.
Last modified on March 19, 2026