🚨 Prerequisite:
You must have the Admin rights in both Microsoft Teams and Modjo. If so, follow the steps described below:
⏱️ Duration time: 10' on average
Step 1: Get your Tenant ID from Azure portal
Go to Azure Active directory
Click on "Copy" button near your Tenant ID
Save your Tenant ID for the next step
Step 2: Set your Microsoft integration and bind users to Modjo
In Modjo, go to Settings => Integrations
Find Microsoft Admin integration and click Connect
A form appears (scroll upwards if you don't see it).
Paste the Tenant ID
(You retrieved this information in step 1).
Click Save
Click on Link your account
You should be redirected to a Microsoft login page => log in with your regular Microsoft credentials
Once you've logged in, you should be redirected back to the Modjo integration's page
Below All integrations, you should see Microsoft => Click to display the integration's settings
Afterwards, in the User tab, bind each and every Modjo user to his Microsoft's user access.
Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
Click Save
You're all set! ✅
How does it work?
Microsoft Teams offers the option to record meetings. Once a recorded meeting ends (and after a certain delay), the latter is uploaded by Microsoft Teams right in the Host's recording folder.
Each and every hour, Modjo will automatically import the meetings present in the Teams' recording folder of the user if the latter granted access to it.
Thanks to the calendar invite, we'll manage to match meetings' attendees with CRM contacts whenever possible.
Each user must grant us access to:
His recording folder (in order for Modjo to download the recording)
His calendar (in order for Modjo to retrieve informations regards to the meetings' attendees)
Congratulations! 🙌
Once you have completed these steps, your integration is turning active! Now, let’s give it a try by making your first call!
💡Good to know: calls are automatically imported every hour on average.