MS Teams Meeting Integration

 

Now seamlessly view your MS Team Meetings calls in CTM, categorized as 'Video' in the Activity log alongside Calls, Chat, Texts, and Forms. Enhance your meeting insights with our transcription service for MS Team Meetings, enriched by AskAI's summarization and rating features. All your communications, unified and accessible. 

Note: An MS Team Meeting Administrator Account is required 

 Getting connected is easy.

• In your CTM account, go to Settings > Integrations > MS Team Meetings 
• Next, select the Settings button on the MS Team Meeting card
• From there, choose Connect to MS Team Meetings
• Finally, click Authorize

After connection has been established, complete the following configurations: 

Tracking Number

Assign a new or existing tracking number for each MS Team Meetings activity. This is the phone number that will be attributed to each activity, in the call log and reporting.

Disclaimer

Accept the terms and conditions detailed below in order to use CTM's storage options with your MS Team Meeting account. By turning on each toggle and following through with instructions. Failure to do so will result in limited functionality of CTM's MS Team Meeting integration.

Storage Settings

Turn on options for which files to be saved within the video activity logs. (Additional costs do apply, per minute, at 1.5 cents)

Privacy Safe Phrase

Select a phrase that will prevent CTM from tracking your MS Team Meetings. The phrase entered in the field will be searched for in the title of the meeting, if found, CTM will not track the meeting.

Note: This phrase is case-sensitive

Agent Exclusion

If there are employees within your organization that should not have the meeting title shown in the call log, add them to the Agent Exclusion list.  This can be done by typing their name in the field and then selecting from the list that appears. 

 Access to Recordings

If an MS Team Meeting activity is being recorded, and you are the meeting host, select the Video icon to the left of the Contact column.  Once selected, you will be directed to the recording within your MS Team Meeting account.  If the MS Team Meeting activity is not recorded when you select the Video icon, a message should appear that states “No recording found”. 

Mappings

Once connected, a list of users from MS Team Meeting will be displayed within CTM and the accounts should automatically map to one another. You also have the option to manually map the user accounts by selecting it from the drop-down list.

Through the integration, CTM will have access to the following:

• Webinars - CTM will log all webinar activity
• Meetings - CTM will log all meeting activity
• User Info - CTM will store user info for user mappings
• Recordings - CTM will be able to share recording links
• Account - CTM will store the MS Team Meeting account info