Teams

Connect with PriorityAI on Microsoft Teams | B2B Direct Access 3 Simple Steps to Get Started

 

01. Update Default Settings in External Identities (Entra ID)

 

By default, many organisations have Inbound and Outbound cross-tenant access set to Disabled. These must be enabled for B2B Direct Connect to function.

  1. Sign in to the Microsoft Entra admin centre at entra.microsoft.com.

  2. Navigate to External Identities > Cross-tenant access settings.

  3. Select the Default settings tab.

  4. Under Inbound access settings and Outbound access settings, edit the defaults as follows:

    • B2B direct connect (for External users and groups) → All allowed
    • B2B direct connect (for Applications) → All allowed

    (Leave Trust settings as Disabled unless you have specific requirements.)

These changes apply to all external tenants not explicitly listed under Organizational settings. Modifying defaults impacts collaboration organisation-wide — review your existing collaborations first if needed as well as the Microsoft official guidance notes before implementing any changes.

02. Add PriorityAi as a Trusted Organisation

 

For more precise and reliable access, add our organisation specifically. This overrides defaults and creates a mutual trust relationship ideal for ongoing project work.

  1. In the Microsoft Entra admin centre, go to External Identities > Cross-tenant access settings.
  2. Select the Organizational settings tab.
  3. Click + Add organization.
  4. In the search box, paste our Tenant ID: 9dbe0c36-f112-4c5c-9582-2dc166ed01d8 (or search for priorityai.co.za).
  5. Select our organisation from the results and click Add.
  6. Once added, click the Inherited from default link under Inbound access (or Outbound access).
  7. Under B2B direct connect, set:
    • External users and groups → All allowed
    • Applications → All allowed (as required)

This step ensures smooth, organisation-specific collaboration while maintaining security controls.

03. Configure Teams Policies in the Teams Admin Centre

 

To allow joining and participating in shared channels:

  1. Sign in to the Teams admin centre at admin.teams.microsoft.com.

  2. Go to Teams > Teams policies.

  3. Edit the Global (Org-wide default) policy (or create/assign a custom policy).

  4. Ensure the following settings are turned On:

    • Create shared channels
    • Invite external users to shared channels
    • Join external shared channels 

  5. Save the policy and assign it to the relevant users or groups.

Once these policies are active, users in your organisation can discover and join PriorityAi shared channels directly.