Setup

this page explains how and when meetings and associated data are synchronized from teams to salesforce terminology internal meeting a meeting where all participants (organizer, invitees, and attendees) are part of the same microsoft teams tenant external meeting a meeting where at least one participant has a different tenant id (is part of another microsoft teams tenant) from the organizer, invitees, or attendees internal user a user who is part of the same microsoft teams tenant external user a user who is not part of the same microsoft teams tenant meetings availability for meetings to appear correctly in salesforce, the following applies internal meetings the organizer must have a valid unaric meeting licence and be part of a call center configuration external meetings a meeting will be logged in salesforce as long as there is at least one valid unaric meeting licence in your salesforce org meeting recordings availability meeting recordings will be available in salesforce after the following conditions meeting completion recordings are generated approximately 15 minutes after the meeting has fully ended, which occurs after all participants have left the meeting recording/transcription dependency if import transcription was enabled during the meeting, its transcription will be available only after microsoft provides the recording or transcription via api transcription fetching via api is metered and the associated costs are billed under the azure subscription linked to the azure app for more information, see https //learn microsoft com/en us/graph/teams licenses meeting recording scenarios in salesforce how microsoft teams meetings are synced to salesforce using the unaric voice varies depending on different conditions involving meeting organizers, participants, and meeting types scenario behaviour recorded in salesforce? meeting organizer is a salesforce mirage cti user and part of the same ms teams tenant (internal user) series (recurring) meetings synced in salesforce all other meetings synced in salesforce except for the following cases exceptions channel meetings if the meeting is created using a channel or includes a channel with additional internal/external participants, it will not be synced internal meetings with the following configuration enabled if all participants are internal users and the configuration to do not protocol internal meetings is enabled, the meeting will not be synced yes yes , except for channel meetings or when the do not protocol internal meetings configuration is enabled meeting organizer is not a salesforce mirage cti user but part of the same ms teams tenant (internal user) meetings will not be synced in salesforce, if the organizer is not part of the mirage ms teams connector call center setup, even if any attendee is a salesforce mirage cti user series (recurring) meetings will not be synced as well no no , unless the user is a salesforce mirage cti user meeting organizer is an external user (not part of the same teams tenant) all meetings synced in salesforce; however, some information may be missing series (recurring) meetings synced in salesforce missing information actual meeting start date/time list of actual attendees (users who joined the meeting) meeting recordings and transcriptions meeting notes (ms teams limitation) copilot not available (ms teams limitation) yes yes , but some details (start time, attendee list, recordings/transcriptions) may be missing channel meetings if the meeting has a channel involved, the meeting will not be synced in salesforce, regardless of whether additional internal or external participants are added series (recurring) meetings will not be synced no no , regardless of additional internal or external users