Introduction

Aviso AI seamlessly integrates with Microsoft Teams to let users have virtual meetings with their buyers. Aviso AI is then able to analyze the meeting recording, transcribe it, and provide rich insights to both reps and managers that ultimately help move the conversation forward as well as provide managers with improvement or coaching areas for reps. This document explains how to integrate Microsoft Teams with Aviso AI.

Integrating Microsoft Teams with Aviso requires the following procedures:

•  Prerequisites
•  Register your application with Microsoft Teams
• Generate certificate and secret values from Microsoft Azure portal
• Add API permissions to your Microsoft Teams application
• Copy unique ID of your Sales group from Microsoft 365 admin center
• Provide the credentials to Aviso executives

Prerequisites

Ensure that you have a Microsoft Teams admin license.

Register your application with Microsoft Teams

To integrate Microsoft Teams with Aviso, register with Microsoft Teams and collect Application (client) ID and Directory (tenant) ID that will be required in the later steps.

1. Log in to Microsoft Azure. Microsoft Azure portal appears.
2. In the search box, type App registration and click App Registration from the search results.
   App registration page appears.
3. On the App registration portal, click New registration.
   
   Register an application page appears.
   
4.  In the Name field, enter a name of your choice. For example, you may enter Aviso MS Teams.
5. Under Supported account types, select the following option- Account in this organizational directory only (Aviso Inc only - Single tenant).
6. Under Redirect URI (optional), perform the following:
   1. From the list, select Web.
   2.  In the URI field that appears next to the dropdown list, enter the following redirect URI: https://<tenant_domain>.app.aviso.com/collaboration/register/ms-  team
      

      Note

       If the tenant name in the Aviso app is "abc_customer.com", then the tenant domain will be "abc-customer" and the URI  will be “https://abc-customer.app.aviso.com/collaboration/register/ms-team”
      The underscore (_) in the tenant name is replaced by  hyphen (-) in the tenant domain.

       
7.  Click Register.
   Essentials page appears and displays the following:

• Display name
• Application (client) ID
• Object ID
• Directory (tenant) ID
• Supported account types

8. Note and save the Application (client) ID and the Directory (tenant) ID to use in the later steps.
   Your application is registered and you received the Application (client) ID and the Directory (tenant) ID.

Generate certificate and secret values from Microsoft Azure portal

Perform the following steps to generate certificate and secret values from the Microsoft Azure portal.

1. On the Microsoft Azure portal, go to Home > App registration
2.  From the left-hand menu bar, click Certificates &,secrets.
   Certificates & secrets page appears.
   
3. Under Client secrets tab, click +New client secret.
   Add a client secret section appears.
4.   In the Add a client secret section, perform the following steps.
   1.  In the Description field, add a short description, for example, “Credentials for Aviso MS Teams”.
   2.  In the Expires field, select the maximum value. Select Custom to add the maximum possible value.
   3. Click Add.
      The client value and the client secret ID appear under the Client secrets tab.
      
5. Note and save the client value and the secret ID.

Add API permissions to your Microsoft Teams application

Perform the following steps to add API permissions to your Microsoft Teams account that enable you to use Microsoft Teams from Aviso AI.

1.  On the Microsoft Azure portal, go to Home > App registration > Aviso MS Teams.
2.  On the left menu bar, click API Permissions.
   The API Permissions page appears.
   
3.  Under Configured permissions, click +Add a permission.
   Request API permissions section appears.
4. Under Microsoft APIs, Click Microsoft Graph.
   
5. Click Application permissions.
   Select permissions section appears and shows the list of available permissions categories under a search box.
    You can expand the permissions categories to view all the available permissions.
   
6. Select the following permissions:
   If you can’t find a permission, search the permission using the search box.

7. Click Add permissions.
   The app permission page shows all the permissions you added.
8. For the permissions in which the value of Admin consent required is Yes,
   grant admin consent using your organizational admin account.
9.  Perform steps 1 to 3 again and select Delegated Permissions.
   Select permissions section appears and shows the list of available delegated permissions categories under a search box.
   You can expand the permissions categories to view all the available delegated permissions.
10. Select the following delegated permissions:
    If you can’t find delegated permission, search the delegate permission using the search box.
     

The selected permissions are added to your integration application.

Copy unique ID of your Sales group from Microsoft 365 admin center

Copy the unique ID of the sales group by selecting the sales group. You can get the unique ID from the URI when you select the sales group. A sales group is the one that you create to maintain a distribution list (DL) of users.

If you don’t have a sales group in the Microsoft 365 admin center, perform the following steps to create a sales group and copy the unique ID.

1.   Open Office 365.
2. Navigate to Microsoft 365 Admin center.
3. Under User, click Teams& groups.
4. Under Terms& groups, select Active teams& groups.
5. On the Active teams & groups page, under Microsoft 365 tab, click Add a group.
   Choose a group type page appears.
6. On the Choose a group type page, select Distribution option and click Next.
   Set up the basics page appears.
7.  On the Set up the basics page, in the name field, add a name, for example, Sales Group.
8.  In the Description field, add a short description of the group and click Next.
   Edit settings page appears.
9. On the Edit settings page, in the Group email address field, enter email ID of the group and click Next.
   Review and finish adding group page appears and shows the details of what you added to the group.
10. On the Review and finish adding group page, click Create group.
    In the Microsoft 365 admin center > Users > Active teams and groups page, under the Distribution list tab, 
    the sales group that you created appears.
11.   Select the sales group that you created. The URI shows a unique ID.
    
12. Copy the unique ID and share it with the aviso implementation team.

Provide the credentials to Aviso implementation team

Provide the following

•  Application (client) ID and the Directory (tenant) ID that you created in the Register your application with Microsoft Teams topic.
• Client value and the client secret ID that you created in the Generate certificate and secret topic.
•  Unique ID that you copied in the Copy unique ID of your Sales group from Microsoft 365 admin center topic.

After you provide the Aviso implementation team with the above-mentioned credentials and keys, the team integrates Microsoft Teams with your Avios instance.

Validate your Microsoft Teams account in Aviso

After Microsoft Teams is integrated with Aviso AI, before using Microsoft Teams from Aviso AI, every user must validate their Microsoft Teams account.

Perform the following steps to validate your Microsoft Teams account from Aviso AI.

Prerequisites-

•  Ensure that Microsoft Teams is integrated with your Aviso instance.
• Ensure that you have logged in to Microsoft portal with the correct credentials.
  

  Important

   If you use incorrect credentials to log in to Microsoft portal and validate your Microsoft Teams, you can't revert it later.

   
  Perform the following steps to validate Microsoft Teams from Aviso AI.

1. From any digital war room in the Aviso AI, click Meet Now.
   
   Meet Now dialog box appears.
   
2.  Click Validate Mteams Account.
   You are redirected to the Microsoft account page. If you have not logged in to Microsoft, you are asked to log in to your Microsoft account.
3.  Log in to your Microsoft account.

After you successfully log in to Microsoft account, the following message appears:

{“msg”: “Your account is linked successfully to Aviso, please go back to Aviso to continue .”, “success”: true}