Unaric Voice 

 

Protocoling Microsoft Teams Web Meetings in Salesforce

 

The Unaric Voice enables seamless protocoling of Microsoft Teams web meetings directly within Salesforce. This integration ensures that all meeting details are captured automatically, saving time and enhancing team productivity by consolidating meeting records within your Salesforce environment.

 

By protocoling Teams web meetings into Salesforce, you benefit from:

 

Efficient Record Keeping: Automatically capture and store meeting data for future reference.

Improved Team Collaboration: Centralized meeting logs help keep all stakeholders informed and enable better follow-ups.

Time-Saving: Eliminate manual data entry by having meeting information captured in real-time.

 

 

Pre-requisites

•Mirage MS Teams Connector Premium License.

•Meetings must be scheduled and visible in the Outlook / MS-Teams calendar.

•Meeting location must be a online meeting in MS-Teams.

 

 

Meeting Protocol Availability

Meeting protocols will be available in Salesforce after the following conditions:

1.Meeting Completion: Protocols are generated approximately 15 minutes after the meeting has fully ended, meaning all participants have left the meeting.

2.Recording/Transcription Dependency: If recording or transcription was enabled during the meeting, protocols will be available only after Microsoft provides the recording or transcription via API.

 

Additional Notes:

•If the "Import Transcription" configuration is enabled in Salesforce, transcriptions will be fetched via API. This process uses a metered API, and the associated costs will be billed under the Azure Subscription linked to the Azure App.

 

Please read: Payment models and licensing requirements for Microsoft Teams APIs

 

 

 

Meeting Protocol Scenarios and Behaviors in Salesforce

 

 

 

 

 

The following outlines how Microsoft Teams meetings are protocolled in Salesforce using the Unaric Voice based on different scenarios involving meeting organizers, participants, and meeting types.

 

Scenario 1: Meeting Organizer is a Salesforce Mirage CTI user and part of the same Microsoft Teams Tenant (internal user)

 

Behavior:

•Series meetings: Protocolled in Salesforce.

•All other meetings: Protocolled 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 protocolled.

•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 protocolled.

 

 

 

Scenario 2: Meeting Organizer is not a Salesforce Mirage CTI user, but part of the same Microsoft Teams Tenant (Internal User)

 

Behavior:

•Meetings will not be protocolled 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 meetings: Will not be protocolled aswel.

 

Scenario 3: Meeting Organizer is not part of the same Microsoft Teams Tenant (External User)

 

Behavior:

•All meetings: Protocolled in Salesforce; however, some information may be missing.

•Series meetings: Protocolled 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)

 

Scenario 4: Channel-Type Meetings

Behavior:

•If the meeting has a channel involved, the meeting will not be protocolled in Salesforce, regardless of whether additional internal or external participants are added.

•Series meetings: Will not be protocolled.

 

 

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.