Teams Call Records in 1stream

This article will provide a walkthrough on how to setup 1stream to include your Teams Call records.

Updated at July 27th, 2024

1stream View Required

1stream View Required

This feature is available for only 1stream View licensed users and higher plans. If you don't have this and would like this feature to be available, please reach out to your Sales Representative to upgrade user licensing.

 

Azure AD is now Entra ID

Microsoft has rebranded their platform, so some of these steps may need to be adjusted to account for this change.

 

Why Use Teams Call Records? 

By default, the Teams Call Records do not appear in 1stream. In order to arrange to have the Call Records from Team integrate into 1stream, it must be added into 1stream. 

Setting up Permissions in Azure

  1. Log into Entra ID Admin Center.
  2. Go to Applications > App registrations.
  3. Click New registration.
  4. Enter in the name 1streamCallRecords
     
  5. For the Supported Account Type, select the Accounts in any organizational directory and personal Microsoft accounts option.
  6. In the Redirect URI drop-down, select the Web option. 
  7. In the Redirect URI field, input http://localhost.
  8. Click the Register button.
  9. Copy the Application (client) and Directory (tenant) IDs
  10. Open the Certificates & Secrets option.
  11. Click on the New Client Secret button.
  12. In the Description field, input a description. 
  13. For the Expires section, select 730 days (24 months).
  14. Click the Add button. The Client Secret will then be visible. 
  15. Copy the Client Secret ID
    • Note: This client secret is never shown again, so make sure you copy it now.
  16. Go to the API Permissions section.
  17. Click on the Add a Permission button. 
  18. Select the Microsoft Graph button.
  19. Click on the Application Permissions button.
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  20. Locate and expand the Call Records permission group.
  21. Select the  CallRecords.Read.All permission.
  22. Locate and expand the Users permission group.
  23. Select the  User.Read.All permission.
  24. Click the Add Permissions button.
  25. Click the Grand Admin Consent button. A pop-up button will appear for consent confirmation.
  26. Click the Yes button.

Setting up the 1stream Side

  1. Log into the 1stream admin portal.
  2. Go to Administration > Manage Organization in the top right.
  3. Scroll down to the Connected Accounts and CRM Settings section.
  4. Click on the green circled + plus button. The Add New CRM Platform pop-up will appear.
  5. In the CRM Platform drop-down, select Teams Call Records.
  6. Click the Save button. The Modify Teams Call Records Settings pop-up will appear. teamscall10
  7. In the API Key field, paste the Application (client) ID.
  8. In the API Private Key field, paste the Client (App) Secret.
  9. In the Integration Code field, paste the Directory (tenant) ID.
  10. Click the Save button. The pop-up will close.
  11. Click on the Refresh Call Records Subscriptions link.
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The initial sync will be initialized and will not need to be refreshed again as it will be controlled by a background service.