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Sift and Microsoft Teams
Sift and Microsoft Teams

Bringing Sift to where you work

Ryan Bickham avatar
Written by Ryan Bickham
Updated over 8 months ago

Sift is a tool that enhances the functionality of Microsoft Teams by allowing users to import external data and use it to enrich employee profiles, create a comprehensive employee directory search, and generate a dynamic organizational chart within Teams. It acts as a phonebook for Teams, providing access to important contact information.

Note: A Sift account is required to use Sift in Microsoft Teams! Click here to learn more about getting Sift for your organization.

Learn About the People You’re Meeting With

You can add Sift to a scheduled Teams meeting before it begins by double-clicking on the meeting in your calendar to open it. Click the plus sign at the top of the window (“Add a tab”), and search for Sift. Click “Add” and then “Save.”

When you’re in a Teams meeting, if Sift has already been added to the meeting, you’ll see a Sift button at the top of the meeting window. If you don’t see it, click the Apps button and choose Sift from the list.

Log in with your Sift credentials, and you’ll see a list of everyone within your organization that’s in the meeting. Just click on a participant’s name to view their Sift Profiles in a sidebar in the meeting window.

Perform a Search From the Command Bar

Type /Sift (Or @Sift in older versions of Teams) in the input box at the top of Microsoft Teams to perform a search

If there are many results, you will see some suggested Filters, similar to our Big Search experience. Click on any of the results to be given a link to the full search result.

Share Search Results in a Message

Similarly, you can click the "+" buttona and choose Sift from the message compose area to find a profile or search result in the same way, a card will then be generated that you can optionally share in a message.

Quickly Find the Profile of Someone You're Messaging

Click the context menu on a message you've received to quickly find the sender's Sift profile

Use the Tabbed Interface to Utilize All of Sift

You can use the full functionality of Sift right inside Teams by clicking on the Sift app's icon, then using the tabs at the top of the window. Links from the search extension described above will also link into these tabs.

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