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1. Initial Setup (Azure Portal)

To integrate MS Teams, you must register an application in the Microsoft Entra ID (formerly Azure AD) portal.
  1. Navigate to the Azure Portal and sign in as a Global Administrator.
  2. Search for and select Microsoft Entra ID.
  3. In the left sidebar, click App registrations > New registration.
  4. Name: Enter Saras AI.
  5. Supported account types: Select Accounts in this organizational directory only (Single tenant).
  6. Click Register.

2. Configuration

App Credentials

  1. From the Overview page, copy the following values:
    • Application (client) ID
    • Directory (tenant) ID
  2. In the left sidebar, click Certificates & secrets > Client secrets > New client secret.
  3. Add a description (e.g., Saras AI Secret) and click Add.
  4. Note: Copy the Value of the client secret immediately. This will be required for the integration setup.

API Permissions

  1. In the left sidebar, click API permissions > Add a permission.
  2. Select Microsoft Graph > Application permissions (Note: Do not select Delegated permissions).
  3. 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.
  4. Click Add permissions.
  5. 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.
  1. Connect to Microsoft Teams:
    Connect-MicrosoftTeams
    
  2. Create the Access Policy:
    New-CsApplicationAccessPolicy -Identity "SarasTeamsPolicy" -AppIds "YOUR_APPLICATION_CLIENT_ID" -Description "Allow Saras AI to manage meetings and transcripts"
    
  3. Grant the Policy to Users: You can grant this to specific users or globally:
    • Specific User:
      Grant-CsApplicationAccessPolicy -PolicyName "SarasTeamsPolicy" -Identity "user@yourdomain.com"
      
    • Globally (Entire Tenant):
      Grant-CsApplicationAccessPolicy -PolicyName "SarasTeamsPolicy" -Global
      
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.