Microsoft Teams Integration

Connect Microsoft Teams to Revian to automatically sync meeting recordings and transcripts. This integration uses Microsoft Graph to access your Teams data, enabling call intelligence features for all your customer meetings.

Requirements

Before connecting Teams, ensure these requirements are met:

• Microsoft 365 Business Basic or higher
• Teams meeting recording enabled by your admin
• Microsoft 365 connected to Revian

Recording policies are controlled at the organization level. If you cannot record meetings, contact your IT administrator to verify your permissions.

Connecting Microsoft Teams

Teams integration is part of the Microsoft 365 connection. To enable it:

1. Go to Settings and select Integrations
2. Connect Microsoft 365 if not already connected
3. Grant the additional Teams permissions when prompted
4. Verify that OneDrive access is enabled for recording sync

Once connected, Revian automatically detects and processes new meeting recordings. Processing typically takes 15 to 45 minutes depending on meeting length.

What gets synced

Revian pulls the following from your Teams meetings:

• Meeting recordings saved to OneDrive or SharePoint
• Live transcripts generated during meetings
• Participant information from the meeting invite
• Meeting metadata including start time and duration

Recordings are matched to CRM contacts using attendee email addresses. The AI analyzes transcripts to generate summaries, track action items, and provide coaching insights.

Historical sync

When you first connect Teams, Revian can import existing recordings from your OneDrive. Historical sync supports recordings from the past 12 months, subject to your organization's retention policies.

The initial sync runs in the background. Large recording libraries may take several hours to fully process. Check the integration status page for progress updates.

Admin configuration

Your Teams administrator controls recording and transcription settings. Here is what they need to enable:

Enable cloud recording

1. Open Teams Admin Center
2. Go to Meetings then Meeting policies
3. Select the policy to modify or create a new one
4. Set Cloud recording to On
5. Set Recordings automatically expire as needed

Enable transcription

1. In the same Meeting policy settings
2. Set Transcription to On
3. Optionally enable Live captions

Troubleshooting

Recording not appearing in Revian

Teams recordings take time to process and upload. Wait up to one hour after the meeting ends. If the recording still does not appear:

• Check that the recording exists in your OneDrive
• Verify your Microsoft 365 integration is connected
• Confirm OneDrive sync is enabled in integration settings

Admin permissions required error

Your organization may require admin consent for Revian to access Teams data. Ask your IT administrator to approve Revian in Azure AD under Enterprise Applications.

Cannot start recording in Teams

Recording permissions are controlled by your Teams admin. If the record button is missing or disabled, check with your IT team about your meeting policy settings.

Transcript not available

Transcription must be enabled in your Teams meeting policy. Additionally, the meeting host must have transcription permissions. Contact your admin if transcripts are not generating.

Wrong contact matched to recording

Contact matching uses email addresses from the meeting invite. If an attendee joined via link without being invited, they may not match correctly. You can manually associate the recording from the call detail page.