To configure MS Teams for business admins:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the permission set for the appropriate user profile.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   engage_link_settings__v	CRE	n/a	company_logo__v engage_link_apps__v	Edit
   remote_meeting_attendee__v	R	call__v	All fields	Read
   remote_meeting__v	R	ms_teams_call_meeting__v	meeting_id__v meeting_name__v meeting_password__v mobile_id__v ms_teams_meeting_external_id__v ms_teams_meeting_link__v scheduled__v scheduled_datetime__v vexternal_id__v	Read
   sent_message__v	R	remote_meeting_invite_link__v	call_vod capture_datetime__v engage_link__v mobile_id__v sent_from_platform__v sent_via__v transaction_type__v user__v	Read
   user__sys	RE	n/a	enable_ms_teams__v	Edit
   user_detail__v	R	n/a	remote_meeting_name__v (optional; edit this field to change the default Meeting Topic text for remote meetings)	Read

Admins can use the Engage End User permission set to easily configure MS Teams for end users.

To configure MS Teams for meeting hosts (end users):

1. Ensure Configuring Call Reporting is complete and Engage licenses are provisioned for the appropriate Vaults.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the permission set for the appropriate user profile.
4. Select the Admin tab.
5. Grant Manage User Object permission in the Users table in the Security section.
6. Select the Objects tab.
7. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	CRE	All applicable object types	modified_date__v ownerid__v	Read
   			call_datetime__v duration__v ms_teams_remote_meeting__v remote_meeting_type__v	Edit
   engage_link_settings__v	R	n/a	modified_date__v setupownerid__v	Read
   remote_meeting__v	CRE	ms_teams_call_meeting__v	modified_date__v ownerid__v	Read
   			latest_meeting_start_datetime__v meeting_id__v meeting_password__v meeting_name__v mobile_id__v ms_teams_meeting_external_id__v ms_teams_meeting_link__v scheduled__v scheduled_datetime__v vexternal_id__v	Edit
   sent_message__v	CRE	remote_meeting_invite_link__v	modified_date__v ownerid__v	Read
   			call__v capture_datetime__v engage_link__v mobile_id__v sent_from_platform__v sent_via__v transaction_type__v user__v	Edit
   user__sys	n/a	n/a	enable_ms_teams__v	Read
   user_detail__v	CRE	n/a	modified_date__v ownerid__v	Read
   			remote_meeting_name__v (optional; edit this field to change the default Meeting Topic text for remote meetings)	Edit

8. Grant View permission to the General Call (general_call_section__v) object control on the call2__v object.
9. Navigate to Admin > Configuration > Objects > Call > Layouts.
10. Place the General Call section on the call2__v object layout used for Microsoft Teams meetings.
11. Select the Enable Remote Meeting section attribute for the General Call section to display the Microsoft Teams meeting user interface.
12. Add the meeting_name__v field to the ms_teams_call_meeting__v layout on the remote_meeting__v object and set the meeting_name__v field to read-only (optional; this prevents users from editing the Meeting Name in the meeting information modal on the call report).
13. Enable the ms_teams_join_url__v picklist value for the transaction_type__v field for the remote_meeting_invite_link__v object type on the sent_message__v object.
14. Navigate to Business Admin > Objects > Engage Link Settings.
15. Populate the engage_link_apps__v Engage Link Setting with the ENGAGE_LINK_APPS;;EngageLink Veeva Message.
16. Navigate to Business Admin > Objects > Veeva Messages.
17. Select the ENGAGE_LINK_APPS Veeva Message record.
18. Populate the Text field with a list of sharing options available for end users using the format App1;;App2. The sharing options display in the order defined in this field. Available values are:
    • Messages
    • WhatsApp
    • LINE
    • LINEWORKS
    • CopyURL (includes QR Code^®)
19. Select the checkbox for the enable_ms_teams__v field on the user__sys record for each user who should have access to this functionality.

20. Ensure the following VMOCs are enabled for the appropriate platforms:
• call2__v
• engage_link_settings__v
• message__v, with the following where clause:
• CRM Desktop (Windows) platform - WHERE language__vr.admin_key_sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en') AND category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM'; 'Common', 'EngageLink', 'engage__v')
• Other platforms - WHERE language__vr.admin_key_sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en') AND category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM'; 'Common', 'EngageLink'))
• remote_meeting__v
• sent_message__v
• user_detail__v (optional; to change the default Meeting Topic text for remote meetings)

Configuring User Attendees

To configure MS teams for user attendees:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the permission set for the appropriate user profile.
3. Select the Objects tab.
4. Grant at least the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	n/a	n/a	call_datetime__v ms_teams_remote_meeting__v remote_meeting_type__v	Read
   remote_meeting__v	R	ms_teams_call_meeting__v	ms_teams_meeting_link__v	Read

5. Navigate to Admin > Configuration > Objects > Call > Layouts.
6. Select the Enable Remote Meeting section attribute for the General Call section on the call2__v object layouts to display the Microsoft Teams meeting user interface.
7. Navigate to Business Admin > Objects > VMobile Object Configurations.
8. Ensure the following VMOCs are enabled for the appropriate platforms:
9. call2__v
10. remote_meeting__v
11. user_detail__v (optional; to change the default Meeting Topic text for remote meetings)

Ensure user attendees have visibility to call reports where they are added, and that they are able to sync calls.

For Sandbox testing, connect the Sandbox Vault with a test Microsoft Teams account. Within a Vault, each Microsoft Teams account can only be connected to one user, and vice versa. The same Microsoft Teams account cannot be used for multiple users.

Using multiple Microsoft accounts for the same user is not supported. This means once a user is authenticated with one Microsoft account, the same user cannot be re-authenticated with a different Microsoft account. To re-authenticate the user with a different Microsoft account, admins must contact Veeva.

If authentication errors occur, check your organization’s IT logs and policies, and contact Veeva.