Microsoft Teams Integration Onboarding Guide

Congratulations on choosing Hive Perform to accelerate your team's sales performance. This guide will walk you through the essential steps to integrate your Microsoft Teams account with our platform, enabling real-time signal capture from your sales meetings and powering our contextual buyer briefs.

Prerequisites Checklist

Before we begin the integration process, please ensure your Microsoft Teams setup meets the following requirements:

✅ Administrative Access Requirements

• Global Administrator or Teams Service Administrator privileges required

• PowerShell Module Access: Ability to run Microsoft Teams PowerShell commands

• Tenant-Level Permissions: Authority to create and grant application access policies

✅ Microsoft Teams Configuration

• Teams Meeting Recording: Enabled for your organization

• Meeting Transcription: Auto-transcription must be enabled in Teams admin center

• Cloud Storage: Meetings and transcripts stored in Microsoft 365 cloud

• Graph API Access: Ensure your organization allows Graph API connections

✅ Security & Compliance

• Application Registration: Our Azure App Registration will need tenant approval

• Data Access Permissions: Understanding of transcript data sharing with Hive Perform

• Policy Management: Comfort with creating tenant-wide or user-specific access policies

Multi-Account Assessment

If your organization uses multiple Microsoft 365 tenants, we'll need to configure each one:

Tenant Discovery Process

1. Inventory Active Tenants: List all Microsoft 365 tenants in your organization

2. Teams Usage Assessment: Identify which tenants host client-facing sales meetings

3. Admin Access Verification: Confirm admin privileges across each tenant

4. Integration Priority: Determine rollout sequence based on sales activity volume

Step-by-Step Configuration

Step 1: Verify Administrative Permissions

1. Log into Microsoft 365 Admin Center

2. Navigate to Users > Active Users and verify your admin role

3. Ensure you have either:

   • Global Administrator role, or

   • Teams Service Administrator role

4. Confirm PowerShell execution permissions on your system

Step 2: Enable Teams Meeting Features

1. Go to Teams Admin Center

2. Navigate to Meetings > Meeting Policies

3. Ensure the following are enabled:

   • Allow cloud recording

   • Allow transcription

   • Store recordings in cloud

4. Apply policies to relevant user groups or organization-wide

Step 3: Install Microsoft Teams PowerShell Module

If not already installed, run the following in PowerShell as Administrator:

powershell

🔐 Application Access Policy Setup (Client Action Required)

To allow our app to access Microsoft Teams meeting transcripts via Graph API, you must grant explicit permission at the tenant level using a Teams Application Access Policy. This ensures secure and scoped access to transcript data.

👤 Who Should Perform This?

A Global Admin or Teams Service Administrator in your organization.

📦 Purpose

By default, Graph API transcript access requires permission beyond standard delegated/user consent. This PowerShell configuration:

• Grants our registered app access to Teams meeting transcripts

• Restricts access only to apps explicitly defined in the policy

• Maintains security through controlled, scoped permissions

🛠️ PowerShell Setup Steps

Step 1: Connect to Microsoft Teams PowerShell

powershell

🔹 Ensure you're signed in with a Global Admin or Teams Administrator account.

Step 2: Create the Application Access Policy

powershell

🧭 Important Notes:

• AppIds matches the Client ID of our Azure App Registration

• You may customize the policy name as needed, but keep it descriptive

• This creates a secure, named policy for Hive Perform access

Step 3: Grant the Policy (Choose One Option)

Option A: Global Grant (All Users)

powershell

This makes the policy effective across the entire tenant, allowing access to transcript data for all meetings.

Option B: Specific User Grant (Recommended for Enterprises)

powershell

Grant access only to specific sales team members. Repeat this command for each user who needs transcript analysis.

To find User IDs:

powershell

Integration Credentials Setup

Our technical team will guide you through the final configuration steps:

Required Information

• Tenant ID: Your Microsoft 365 tenant identifier

• Application Consent: Admin consent for our registered application

• Policy Confirmation: Verification that access policy is active

• Test User Accounts: Sample users for integration validation

Security Considerations

• All access is logged and auditable through Microsoft 365 compliance tools

• Transcript access is read-only and limited to meeting data

• Regular access reviews and policy updates as needed

• Data encryption in transit and at rest

Validation & Testing

Before going live, we'll conduct comprehensive testing:

Test Scenarios

1. Policy Verification: Confirm application access policy is active

2. Transcript Access: Test retrieval of meeting transcripts via Graph API

3. Data Flow: Validate meeting data reaches Hive Perform correctly

4. Signal Processing: Verify real-time signal capture from Teams meetings

5. Buyer Brief Generation: Test contextual brief creation from Teams data

6. User Scope Testing: Verify access works for intended users only

Expected Business Impact

Once integration is complete, you can expect:

Immediate Benefits

• Faster Ramp Time: New hires reach quota in days with bite-sized coaching from actual meeting data

• Time Savings: Up to 160 hours saved per quarter through automated meeting analysis

• Performance Uplift: ~35% improvement in team performance metrics

Enhanced Capabilities

• Real-Time Signal Capture: Automatic ingestion of meeting sentiment, key moments, and stakeholder interactions

• Contextual Buyer Briefs: "Power Prep" summaries before every call with comprehensive stakeholder mapping

• Execution-First ROI: Clear next steps from every data point to reinforce winning plays and address execution gaps

Troubleshooting Common Issues

PowerShell Connection Issues

• Ensure you're running PowerShell as Administrator

• Verify Microsoft Teams module is installed and updated

• Check that your admin account has proper permissions

Policy Creation Errors

• Confirm the App ID matches exactly: c9f383d0-7461-4797-833c-996f3687fe4a

• Verify no existing policies conflict with the new policy

• Ensure sufficient tenant permissions for policy creation

Access Verification

• Use Get-CsApplicationAccessPolicy to view created policies

• Confirm policy assignment with Get-CsUserPolicyAssignment

• Test transcript access with a sample meeting

Next Steps

1. Administrative Preparation: Verify admin access and PowerShell setup

2. Policy Implementation: Execute PowerShell commands to create access policy

3. Tenant Assessment: Identify all relevant tenants and user groups

4. Technical Integration: Work with our team on final API configuration

5. Testing Phase: Participate in comprehensive validation testing

6. Go-Live: Begin capturing real-time signals from your Teams meetings

Support & Contact

For questions during the onboarding process:

• Technical Support: Contact your dedicated implementation specialist

• Account Questions: Reach out to your Customer Success Manager

• General Support: Email us at help@hiveperform.com

This guide ensures your Microsoft Teams integration maximizes the value of Hive Perform's real-time coaching and buyer intelligence capabilities. Our team is here to support you through every step of the PowerShell configuration and testing process.