Connecting to Microsoft 365

Connecting to Microsoft 365 requires admin to:

1. Grant three consents
2. Publish the Meeting Insights Teams client app in the Teams Store

Optionally, admin can manually add the app to the Teams store without needing to grant permissions, as shown here.

3. Download and run the script that allows the app to be added to ongoing meetings
➢ To connect to Microsoft 365:
1. After signing in, the 'Connect to your M365' page is displayed (Admin Settings > System Settings > Connect to your M365).

● Under the 'Completed' column, the icons indicate consent has not been granted yet and must be granted.
● The first consent is hyper linked indicating that this consent must be granted first.
● Microsoft 365 Administrator permissions are required to grant each consent.
2. Next to ‘M365 Login’, click Grant Admin Consent.

3. Click + Use another account and in the prompts, enter the admin's email address and password.

● The consent provides the app with permission to authenticate users with your M365 credentials; the app reroutes users to M365 for authentication (Azure Active Directory authentication - Microsoft OpenID Connect).
● M365 Administrator permissions are required to grant the consent.
4. Click Accept.

5. View the icon under the 'Completed' column. It indicates you successfully granted consent (consent was successfully completed from this page for 'M365 Login'). You've successfully provided the app permission to authenticate users with your M365 credentials; the app reroutes users to M365 for authentication (Azure Active Directory authentication - Microsoft OpenID Connect).
● Even if consent is later revoked, the icon stays green.
● The next consent down now becomes hyper linked for you to grant (Read AAD Groups and Users).
● Microsoft 365 Administrator permissions are required to grant each consent.
6. Next to ‘Read Azure AD Groups & Users’, click Grant Admin Consent, and then select the account.

This consent provides the app with permission to read AAD groups and users, and permission for groups' users to access the app and record.

7. Click Accept.

8. Next to the consent ‘Allow Meeting Insights to Join Meetings’, click Grant Admin Consent, and then select the account.

9. Click Next.

10. Click Accept.

The consent provides the app with permission to join your Tenant's Teams meetings to record calls' info and media.

11. Click Publish next to 'Publish Meeting Insights Teams Client App in your Teams Store' to publish the app in your Teams store using M365 Administrator permissions, and then select the account.

12. Consent on behalf of your organization and click Accept.
● Alternatively, publish via the 'Tools' page as shown here.
● In the store, you can set policies for installing and automatically pinning the app for specific groups or users.
● The consent adds the app to users' Teams Clients for access and adding it into ongoing meetings.

In addition to the icon under the 'Completed' column indicating you successfully granted consent (consent was successfully completed from this page for 'Publishing Meeting Insights Teams Client App in your Teams Store'), the notification Application published in your Teams store successfully is displayed.

13. [Recommended] Install and pin the application for Meeting Insights users as shown here.
14. Next to the consent ‘Allow Meeting Insights to be Added to Ongoing Meetings’, click Download Script; the 'policyScript' file is downloaded to your PC.
● PowerShell must be installed on the PC and the PC must have an unrestricted execution policy for the Microsoft 365 admin to run the downloaded script.
● Before running the downloaded script file, unblock it as the OS may block it. To unblock it, right-click the file and select Properties. If you're using Windows 11, first click Show more options to see the Properties option in the context menu. Select the General tab and check the Unblock option located lowermost under the 'Security' section.
● Run the script from the PC using PowerShell, with a 'Bypass' execution policy.
● The execution policy must be as follows:
Set-ExecutionPolicy -ExecutionPolicy Bypass -Scope LocalMachine

a. Right-click the file and select Run with PowerShell.

b. Click Open. PowerShell opens.

c. [Note that this screen is not always displayed after changing the execution policy the first time]. Type in A (Yes to All) and enter.

d. Type in Y (Yes) if the prompt below is displayed (it isn't always displayed), and enter.

e. Press Enter to continue...

You've successfully provided the Meeting Insights Teams client app with permissions to be pulled into ongoing meetings through Online Meeting Global Application access. It may take up to 30 minutes for the permissions to take effect. The M365 admin must run the downloaded script from a PC that has PowerShell installed and unrestricted execution policy.

You've successfully connected to Microsoft 365. Next: Assign licenses to Meeting Insights users as shown here.

The 'Auto can edit' feature takes effect on a meeting only if the user with this permission has joined the meeting. If the user hasn’t joined, they will not be able to edit it automatically.