At Backstory, we understand the significance of virtual meetings in your daily business processes. Knowing when these meetings occur, who attended, and the topics discussed is crucial for closing deals effectively. With our integration with Microsoft Teams, you can effortlessly ingest transcripts and enhance your sales processes.
How It Works
Backstory will only ingest transcripts from business-related meetings that have passed all the filtering and matching rules. To control which users can access the Backstory application, it’s essential to limit application access to specific mailboxes. This ensures that only designated users can utilize the integration.
Installation and Setup
Step 1: Limit Backstory Application Access to Certain Users
To restrict Backstory's access to a specific set of mailboxes, follow these steps:
First, set up a mail-enabled security group defining the users allowed to access Backstory. Remember that Group policy assignments are only propagated to users who are direct group members. The assignments aren’t propagated to members of nested groups. For more information, please see here.
Connect to Microsoft Teams PowerShell. For details, see Connect to Microsoft Teams PowerShell.
Run the following PowerShell Command, replacing the PolicyScopeGroupId and Description arguments with your security group's information.
Import-Module MicrosoftTeams
$userCredential = Get-Credential
Connect-MicrosoftTeams -Credential $userCredential
New-CsApplicationAccessPolicy -Identity PaiTranscriptsAccessPolicy -AppIds b2814c76-2811-4260-971e-1a97716eefda -Description “Backstory to access Meeting Transcripts”
Grant-CsApplicationAccessPolicy -PolicyName PaiTranscriptsAccessPolicy -Group <Required Group ID>
You can further limit the specific access permissions, though this is unnecessary because of OAuth's scoping.
To do so, see Supported permissions and additional resources.
Step 2: Give the Backstory App Access to Microsoft 365
Log in to Backstory as the Application Administrator.
Navigate to the Microsoft Teams Integration Page by going to Settings > Integrations > Microsoft Teams.
3. Click on Authorize Microsoft Teams. Select the option to Install app created by Backstory, and click the Connect button.
4. You will be directed to the Microsoft page to enter your login information. Please use Admin User credentials to log in for this step.
5. Once logged in, you will see the Teams consent page to complete the Consent Flow. Click the Accept button to grant the application access.
After successfully completing this flow, you should see that Microsoft Teams access is active within Backstory.
Things to Consider
Backstory will only ingest transcripts from the activation date onward — historical transcripts are not ingested.
Meetings that do not pass sensitivity checks (e.g., personal email addresses or sensitive content) will not have their summaries ingested.
If a user has transcript ingestion disabled, their transcripts will not be processed.
If you have any questions about the Microsoft Teams integration, feel free to contact us at support@backstory.ai!