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Connect Microsoft Teams to Exec and recorded meetings flow in automatically, get transcribed, categorized, and scored the same way as calls from Fireflies or Gong. See Call Scoring Overview for what happens after a call arrives. The Teams connection lives on the same Microsoft 365 credential that powers OneDrive and SharePoint document sync. Connecting Teams also lets you enable those surfaces without a second sign-in.

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Connection modes

You can connect Teams in one of two ways. Pick organization-wide if you want to score calls across the whole team, not just one person’s meetings.

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Connecting as a single user

1

Open Integrations

Go to Settings → Integrations and scroll to the Call Recorders section.
2

Connect Microsoft Teams

Click the + button on the Microsoft Teams card, then click Connect. Sign in to Microsoft and approve the requested permissions.
3

Wait for the initial backfill

Exec queues an initial import of past Teams recordings. New meetings appear in Calls as they finish recording.

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Connecting organization-wide

Organization-wide connections use a Microsoft Entra app registration that your IT admin creates in your own tenant, so Exec can read recordings across every user without individual sign-ins.
1

Create the app registration

In the Microsoft Entra admin center, create a new app registration for Exec.
2

Add Microsoft Graph application permissions

Add these application permissions and grant admin consent for your organization:
  • User.Read.All
  • OnlineMeetingTranscript.Read.All
  • Files.Read.All
Add Sites.Read.All as well if you also want to enable SharePoint document sync on the same credential.
3

Grant a Teams application access policy

Reading Teams transcripts also requires an application access policy. Run the following in PowerShell, replacing <client ID> with your app registration’s application (client) ID:
4

Create a client secret

Under Certificates & secrets, create a client secret and copy its value. Save the tenant ID and application (client) ID as well.
5

Enter credentials in Exec

In Settings → Integrations → Call Recorders, open the Microsoft Teams card and click Connect organization-wide. Paste the Directory (tenant) ID, Application (client) ID, and Client secret, then click Connect.
Exec validates the credentials against Microsoft Graph before saving the integration. If admin consent is missing or a required permission has not been granted, the connect step surfaces the error so you can fix it in Entra and retry.
Admin consent alone is not enough for Teams transcripts. You must also grant the app a Teams application access policy in PowerShell — otherwise transcript downloads fail even though calls appear in Exec.

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What gets imported

  • Recordings — the meeting video from the organizer’s OneDrive
  • Transcripts — Teams transcripts pulled from Microsoft Graph, with SharePoint transcripts used as a fallback
  • Participants — email addresses of everyone on the call, used by Recognize Team Members to decide who is a teammate versus a customer
Organization-wide connections enumerate every user in the tenant and search each user’s OneDrive, so recordings organized by anyone in the org are picked up. Imports deduplicate on the meeting ID, so re-running a sync never creates duplicate calls.

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Configuring what gets scored

Teams recordings flow through the same import rules and scoring settings as every other call recorder. Once Teams is connected, configure the rest of call scoring in Settings → Calls:

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Getting help

Questions about the Microsoft Teams integration? Contact us at [email protected].