1. Initial Setup (Azure Portal)
To integrate MS Teams, you must register an application in the Microsoft Entra ID (formerly Azure AD) portal.- Navigate to the Azure Portal and sign in as a Global Administrator.
- Search for and select Microsoft Entra ID.
- In the left sidebar, click App registrations > New registration.
- Name: Enter
Saras AI. - Supported account types: Select Accounts in this organizational directory only (Single tenant).
- Click Register.
2. Configuration
App Credentials
- From the Overview page, copy the following values:
- Application (client) ID
- Directory (tenant) ID
- In the left sidebar, click Certificates & secrets > Client secrets > New client secret.
- Add a description (e.g.,
Saras AI Secret) and click Add. - Note: Copy the Value of the client secret immediately. This will be required for the integration setup.
API Permissions
- In the left sidebar, click API permissions > Add a permission.
- Select Microsoft Graph > Application permissions (Note: Do not select Delegated permissions).
- Search for and select the following permissions:
OnlineMeetings.ReadWrite.All: Allows the app to create and manage meetings.OnlineMeetingTranscript.Read.All: Allows the app to fetch meeting transcripts.User.Read.All: Allows the app to identify users in your tenant.
- Click Add permissions.
- CRITICAL: Click Grant admin consent for [Your Organization] and select Yes to authorize these permissions.
3. Mandatory: Application Access Policy
Unlike Zoom, Microsoft Teams requires an extra security step to allow an application to “act” as a user. A Teams Administrator must run the following commands using the Microsoft Teams PowerShell module.-
Connect to Microsoft Teams:
-
Create the Access Policy:
-
Grant the Policy to Users:
You can grant this to specific users or globally:
- Specific User:
- Globally (Entire Tenant):
- Specific User:
If you are asking the Saras Support team to configure MS Teams for you, kindly share the Tenant ID, Client ID, and Client Secret with them.
