Integrations: Microsoft Teams

To manage Microsoft Teams recording settings and to view a list of connected users, follow the below steps:

Log into the Revenue Admin Console
In the left-hand navigation, locate the Integrations menu and click to expand it.
Select the Microsoft Teams menu option.
When the page loads, if you see this screen, then Microsoft Teams has not yet been enabled in your account. Please reach out to your Customer Success Manager (or email to request enablement.

Once enabled, the Integrations: Microsoft Teams page will display two sections:

  • Microsoft Teams - these are recording settings
  • Teams Users - this is a list of users connected to Teams in your account

In the Microsoft Teams section, there are two toggle switches:

  • Automatically record Microsoft Teams - When enabled, all Microsoft Teams meetings will automatically be set to record. Users can still stop the recording of specific meetings.
  • User Level Automatic Microsoft Teams Recording - Allow individual users to enable or disable the automatic recording of Microsoft Teams meetings through Bot Chat by typing "Settings".

In the Teams Users section, a list of all users in your account are visible.

When a user has a Microsoft Teams account, their Microsoft Teams email address is visible in the "Microsoft Teams Email" column. When a user does not have a Microsoft Teams account, then this field is null.

To edit a connected user, click the "more" icon and select "Edit"

On the modal window, you can:

  • select a different email associated with the connected user
  • unlink the user 


For additional articles on Microsoft Teams in Revenue, click here.

Was this article helpful?