---
title: Setup
slug: voice-meetings/setup
description: Set up Unaric Voice Meetings to host and record professional calls directly from Salesforce.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/ezTcaUrSKm2Lb4sHTcmw3_unaric-meetings-for-microsoft-teams.png
icon: {"faIcon":"fa-solid fa-record-vinyl"}
docTags:
createdAt: 2025-07-30T02:22:16.482Z
---
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.
:::hint{type="info"}
Transcription fetching via API is metered. The associated costs are billed under the Azure Subscription linked to the Azure App. For more information, see [Payment models and licensing requirements for Microsoft Teams APIs](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 SF?** |
| -------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **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**, 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**, 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**, 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**, regardless of additional internal or external users. |
##