---
schema_version: "1"
id: 91503130aee562e38181b605428f5f660822163f0458b8be880e7c23e518919b
title: Configure Microsoft Teams Settings for Use with Einstein Conversation Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/video_teams_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.video_teams_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d68651a99b5d9136a61c6fcd9b27bd4fefb184ec1746e507ad59089f826b4b0
description: Prior to enabling Microsoft Teams integration, make sure your Teams settings are configured for optimal use with Einstein Conversation Insights.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Configure Microsoft Teams Settings for Use with Einstein Conversation Insights

Prior to enabling Microsoft Teams integration, make sure your Teams settings are configured for optimal use with Einstein Conversation Insights.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Einstein Conversation Insights, which is available in <strong>Starter</strong>, <strong>Pro</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d64295e77">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64295e77 ">To enable Einstein Conversation Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64295e77 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64295e77 ">To connect Microsoft Teams accounts</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64295e77 ">Microsoft Teams admin access</td>

          </tr>
        </tbody>
      </table>

A Microsoft Teams admin account is required to adjust these settings.

Only non-channel meetings stored in OneDrive are supported for processing by Einstein Conversation Insights. Make sure that users making calls have access to OneDrive and their call recordings for processing to occur.

Einstein Conversation Insights uses the Microsoft Teams transcript API to retrieve the call transcripts used to identify speakers. When this API isn’t available, we use [Optimal Speaker Separation](https://help.salesforce.com/s/articleView?id=sales.ci_speaker_separation.htm&language=en_US) for the creation of transcripts and call insights. In this case, the transcripts identify speakers on the call as Speaker 1, Speaker 2, and so on. If this feature isn’t enabled, transcripts aren’t shown.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note These settings are made in Microsoft Teams. For more information about the latest configuration requirements, check Microsoft Teams help resources.

1. From the Microsoft Teams admin center, navigate to Meeting Policies > Global org wide default > Recording and transcription. Make sure the Meeting Recording and Transcription toggles are on.
2. Set the time you want to keep the recording.
    
    The default is set to 120 days.
3. From Teams admin center, navigate to Meetings > Meeting policies. Then turn on Attendance & engagement reports.
4. In a New Meeting window, navigate to Options > Engagement. Check that Allow attendance report is on.
5. From Settings, navigate to the Privacy section. Check that Identify me in attendance reports is turned on.
6. With these settings enabled, verify that you can see the meeting attendance displayed under the Attendance tab in calls.