Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Meet/MSTeamsReconciliation.htm

## Reconciling Microsoft Teams Meeting Attendees with Accounts and Users

To ensure Microsoft Teams meeting data is accurate for reporting, Vault CRM automatically attempts to reconcile Microsoft Teams attendees with the correct accounts and users after a meeting ends, allowing users to quickly review and manually update any attendees without an automatic match. This process saves end users time by matching data received from Microsoft Teams directly to records in Vault CRM.

**Who can use this feature?**

* End Users – Browser, iPad
* [Reconciling Microsoft Teams Meeting Attendees with Accounts and Users](#Reconciling)
* Users require an Engage license

### Configuring Attendees Reconciliation for Microsoft Teams for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following are configured:
   * [Configuring Microsoft Teams Meetings](../ConfiguringEngage/ConfigureMSTeams.htm)
   * [Attendance Reporting for Microsoft Teams Meetings](MSTeamsAttendance.htm)
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 |

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Engage System User](#)

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](../../../General/SystemUsers.htm) for more information.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following are configured:
   * [Configuring Microsoft Teams Meetings](../ConfiguringEngage/ConfigureMSTeams.htm)
   * [Attendance Reporting for Microsoft Teams Meetings](MSTeamsAttendance.htm)
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 | RE | ms\_teams\_call\_meeting\_\_v | * account\_\_v * attendee\_not\_on\_call\_report\_\_v * attendee\_type\_\_v * object\_type\_\_v * remote\_meeting\_\_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@@.

### Reconciling Microsoft Teams Meeting Attendees with Accounts and Users as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

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.

   ![](../../../../Resources/Images/Multichannel/Engage/MSTeams/Reconcile1.png)
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](../../../Call_Reporting_2/Submitting/UnlockingCalls.htm) for more information.

   * Select **Attendee not on call report**

   ![](../../../../Resources/Images/Multichannel/Engage/MSTeams/Reconcile2.png)
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.

![](../../../../Resources/Images/Multichannel/Engage/MSTeams/Reconcile3.PNG)

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.

![](../../../../Resources/Images/Multichannel/Engage/MSTeams/Reconcile4.png)

When [Call Reporting with Child Accounts](../../../Call_Reporting_2/Executing/Activities/ChildAccounts.htm) is enabled, users can reconcile attendees to child accounts using this process.

### Considerations

* Child accounts are not supported for attendee reconciliation

### Related Topics

[Scheduling and Starting Microsoft Teams Meetings](MSTeams.htm)

[Attendance Reporting for Microsoft Teams Meetings](MSTeamsAttendance.htm)

[Sending Microsoft Teams Meeting Invitations via Approved Email](MSTeamsAE_Invitations.htm)