PSA/server/public/docs/integrations/teams-meetings-setup.md
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# Microsoft Teams Meetings Setup
This is the browser-served copy of the Teams meetings runbook.
Canonical source:
- `docs/integrations/teams-meetings-setup.md`
## Quick setup
1. Grant Microsoft Graph application permissions `Calendars.ReadWrite`, `OnlineMeetings.ReadWrite.All`, `OnlineMeetingRecording.Read.All`, and `OnlineMeetingTranscript.Read.All`.
2. Scope `Calendars.ReadWrite` to the organizer mailbox with Exchange Application Access Policy or Exchange RBAC for Applications.
3. Create a Teams Application Access Policy for the organizer account.
4. Save the organizer UPN in `Settings -> Integrations -> Microsoft Teams`.
5. Run Teams diagnostics after policy propagation. Microsoft says Teams policy changes can take up to 30 minutes to affect Graph calls.
Recording and transcript APIs are protected/metered Microsoft Graph APIs. Complete any Microsoft approval flow required for production tenants before enabling artifact capture.
## Exchange mailbox scope example
```powershell
Connect-ExchangeOnline
$appId = "<your-app-registration-client-id>"
$organizerUpn = "scheduling@acme.com"
New-ApplicationAccessPolicy `
-AppId $appId `
-PolicyScopeGroupId "Alga-Teams-Meeting-Organizers@acme.com" `
-AccessRight RestrictAccess `
-Description "Restrict Alga PSA calendar access to Teams meeting organizer mailboxes"
Test-ApplicationAccessPolicy `
-Identity $organizerUpn `
-AppId $appId
```
Teams Application Access Policy does not scope calendar access; mailbox scoping is configured in Exchange.
## Teams Application Access Policy example
```powershell
Connect-MicrosoftTeams
$appId = "<your-app-registration-client-id>"
$organizerUpn = "scheduling@acme.com"
$organizerObjectId = (Get-CsOnlineUser -Identity $organizerUpn).ExternalDirectoryObjectId
New-CsApplicationAccessPolicy `
-Identity "Alga-Appointment-Meetings" `
-AppIds $appId `
-Description "Allow Alga PSA to create appointment meetings"
Grant-CsApplicationAccessPolicy `
-PolicyName "Alga-Appointment-Meetings" `
-Identity $organizerObjectId
```
## References
- Microsoft Graph events: https://learn.microsoft.com/en-us/graph/api/user-post-events
- Microsoft Graph online meetings: https://learn.microsoft.com/en-us/graph/api/application-post-onlinemeetings
- Application Access Policy: https://learn.microsoft.com/en-us/graph/cloud-communication-online-meeting-application-access-policy
- Exchange Application Access Policy: https://learn.microsoft.com/en-us/graph/auth-limit-mailbox-access