To configure this feature:

1. Ensure the following are configured:
   • Configuring Microsoft Teams Meetings
   • Attendance Reporting for Microsoft Teams Meetings
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   remote_meeting_attendee__v	n/a	n/a	account__v attendee_not_on_call_report__v attendee_type__v attendee_email__v external_user_id__v ms_graph_tenant_id__v system_reconciliation_processed_datetime__v system_reconciled_account_id__v system_reconciled_rule__v system_reconciled_user_id__v user__v user_reconciled_datetime__v	Read
   remote_meeting__v	n/a	n/a	attendee_reconciliation_status__v Admins can create a report for remote_meeting__v records where the attendee_reconciliation_status__v value is pending_reconciliation__v to identify meetings with unreconciled attendees.	Read

Customers using custom email fields on the address__v object must grant the Engage System User Read field permission to those fields. See System Owned Users in Vault CRM for more information.

To configure this feature:

1. Ensure the following are configured:
   • Configuring Microsoft Teams Meetings
   • Attendance Reporting for Microsoft Teams Meetings
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   engage_link_settings__v	n/a	n/a	remote_meeting_attendee_reconciliation__v	Read
   remote_meeting_attendee__v	n/a	n/a	account__v attendee_not_on_call_report__v attendee_type__v user__v user_reconciled_datetime__v	Edit

6. Navigate to Business Admin > Objects > Engage Link Settings.
7. Select the appropriate Engage Link Settings record.
8. Select the Remote Meeting Attendee Reconciliation checkbox.
9. Navigate to Business Admin > Objects > VMobile Object Configurations.
10. Ensure a VMOC for the remote_meeting_attendee__v object is active and has at least the following WHERE clause: remote_meeting__vr.owner_id__v = @@USER_ID@@.

When a meeting attendee is reconciled with a person account call attendee or user attendee after a Microsoft Teams meeting, the account is stamped on the appropriate Remote Meeting Attendee record:

• For calls with one attendee, the meeting attendee is automatically matched with the account or user on the call
• For calls with multiple attendees, the email address for each attendee provided by Microsoft is matched against the email address on an account or user record
• If a match cannot be found, the field is left blank and end users can populate it later

Since automatic reconciliation is attempted based on the data provided by Microsoft Teams, some attempted matches may be incorrect and some attendees may not have matches.

End users can review the attempted matches on the call report and update them if needed, as well as manually populate the appropriate accounts or users for attendees without attempted matches. End users can also save a call report with unreconciled attendees and reconcile them later.

To review the attendee information for a Microsoft Teams meeting on a submitted or unsubmitted call report:

1. Navigate to the call report for the Microsoft Teams meeting.
2. Select the drop-down button beside the Microsoft Teams Meeting header to view the attendee data. The attendance reconciliation section does not display in the header until five minutes before the call datetime.

   

3. Select Check for Updates to ensure the attendee information from Microsoft is up to date.
4. Ensure the correct account or user is selected in the Attendees on Call Report drop-down menu for each attendee. If the correct account does not display as an option, users can perform either of the following steps:
   • Select Manage accounts or Manage users to add the correct account or user to the call report and reconcile it to the attendee. These options only display when the user is configured to manage accounts or users on the call.

   End users cannot manage accounts or users from the Attendees on Call Report drop-down menu on submitted calls. To allow end users to add a call attendee to a submitted call, business admin users must unlock the call for editing. See Unlocking Submitted Calls for more information.

   • Select Attendee not on call report

   

5. Save or submit the call.

Multiple Remote Meeting Attendee records can be generated for the same attendee if they are disconnected from a meeting and rejoin. End users can reconcile multiple Microsoft Teams meeting attendees to the same Vault CRM account or user. If the same Vault CRM account or user is selected for multiple meeting attendees, removing the account or user from the call clears the match for all of those meeting attendees.

Additionally, when viewing the Attendees section of the call report, the Microsoft Teams icon displays for the Vault CRM accounts and users who are already reconciled.

On Browser, end users can hover over the Microsoft Teams icon beside an attendee name to view the Microsoft Teams meeting attendees reconciled with the Vault CRM account or user.