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Connect with Microsoft Search
First of all, you need a Priority Matrix account. It takes one minute! Or you can sign in if you already have one.
How does the Microsoft Search connector work?
Once you connect Priority Matrix with Microsoft Search, we'll import relevant PM items into the Microsoft Search engine. Then you'll be able to search your PM items from inside Bing, SharePoint, Teams and more. First, let's finish configuring your connector.
What are the requisites?
In order to connect Priority Matrix with Microsoft Search, you need:
- A Microsoft 365 subscription at level E5 or higher (learn how to check your Microsoft 365 license level)
- The administrator following this setup flow needs to be assigned the Search Administrator role in AAD (or a global administrator role)
How do I configure my Microsoft Search connector?
Once you have created your connector by authorizing access with the button above, you need to complete its configuration, so that Microsoft knows the type of information you're interested in, and with what format. Please use the following steps:
- Open the Microsoft Admin Portal and see that under "Data Sources" there is a "Priority Matrix Connector" entry. If the data source is in "Draft" state, wait 5 minutes and refresh until it turns "Ready".
- At this point, Priority Matrix has already started sending some data over to Microsoft Search, and you might see that the "Total items in index" is a number higher than zero.
- Next, we have to configure what to show in your search results. To the right of the "Priority Matrix Connector" entry you will see a "Create Vertical" link. Click it. Name it "Priority Matrix" for consistency, and link it with the "Priority Matrix Connector". Then skip every step until the final "Create Vertical" button.
- When your vertical has been created, click to "Enable vertical" and then "Done", but we are not quite done yet. We have a working connector, and we told Microsoft to reserve space in the search results for your PM data, but we still need to indicate in what format to show those results.
- Now open the "Customizations" tab, select "Result types" in the same tab, and click "Add". You can name this something like "PM Item". Associate it with the "Priority Matrix Connector" when asked. Then leave "Rules" blank, and in the Layout section, copy our suggested layout and paste it in the input field. When you press the final "Done",
-
At this point we recommend
enabling result clusters, so that matching items show on the main SharePoint results tab.
This is optional, but very useful. To do so, go to
Verticals,
select the All vertical, then enable Show connector results, and follow these steps:
- On the SharePoint site where you want the result cluster experience, go to Settings.
- Go to Site information/View all site settings.
- Go to the Microsoft Search section, then select Configure Microsoft Search for this site collection.
- In the navigation pane, go to Custom experience, then select Verticals.
- Select the All vertical, then enable Show connector results.
- Finally, if all goes well, you can open Bing, SharePoint, Teams and other Microsoft apps, and search directly there. In the results page you should see a "Work" tab, and inside that, a "Priority Matrix" section (this may take a few hours to appear the first time).
Contact us if you had any trouble in the process.
What if I change my mind?
If you decide that you don't want your Priority Matrix data showing up in your Microsoft account, you can click the disconnect button and stopping the data sync.
What is the recommended format for my search results?
The sky is the limit, but we have prepared a sample recommended format which you can either copy as is, or adapt to your needs. See below for details.
{
"type": "AdaptiveCard",
"version": "1.3",
"body": [
{
"type": "ColumnSet",
"columns": [
{
"type": "Column",
"width": "auto",
"items": [
{
"type": "Image",
"url": "${$root.imageUrl}",
"size": "Medium",
"horizontalAlignment": "Center",
"imageUrl": "${imageUrl}",
"style": "Person",
"width": "75px"
}
],
"height": "stretch",
"$when": "",
"verticalContentAlignment": "Center",
"backgroundImage": {
"verticalAlignment": "Center"
}
},
{
"type": "Column",
"width": 3,
"items": [
{
"type": "TextBlock",
"text": "[${name}](${webLink})",
"color": "Accent",
"size": "Medium",
"weight": "Bolder",
"$when": "",
"maxLines": 3
},
{
"type": "TextBlock",
"text": "In ${project}",
"spacing": "Small",
"$when": "",
"separator": true,
"color": "Accent"
},
{
"type": "TextBlock",
"text": "**${editor}** modified {{DATE(${timestamp})}}",
"spacing": "Small",
"$when": "${editor != ''}"
},
{
"type": "TextBlock",
"text": "${description}",
"wrap": true,
"maxLines": 3,
"$when": ""
},
{
"type": "TextBlock",
"text": "**Due at** ${dueDate}",
"$when": "${dueDate != ''}"
}
],
"horizontalAlignment": "Center",
"spacing": "Medium"
},
{
"type": "Column",
"width": 1,
"items": [
{
"type": "Image",
"url": "${$root.logoUrl}",
"imageUrl": "${logoUrl}",
"horizontalAlignment": "Center",
"size": "Small",
"width": "50px"
}
],
"$when": "${attachedImageUrl == ''}"
},
{
"type": "Column",
"width": 2,
"items": [
{
"type": "Image",
"url": "${$root.attachedImageUrl}",
"imageUrl": "${attachedImageUrl}",
"horizontalAlignment": "Right",
"size": "Medium",
"width": "200px"
}
],
"$when": "${attachedImageUrl != ''}"
}
]
}
],
"$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
"$data": {
"imageUrl": "Result logo",
"logoUrl": "https://sync.appfluence.com/static/pm_icon_48.png",
"timestamp": "2021-04-25T06:08:39Z,SHORT",
"description": "Priority Matrix helps you prioritize. Together, Microsoft Teams and Priority Matrix can help you manage emails, projects, and succeed.",
"editor": "Perico Palotes",
"webLink": "https://prioritymatrix.com",
"dueDate": "12/12/2021",
"project": "Main project",
"name": "Priority Matrix overview"
}
}