---
title: "Zentrik + Microsoft Teams"
canonical_url: https://zentrik.ai/docs/integrations/microsoft_teams
markdown_url: https://zentrik.ai/docs/integrations/microsoft_teams.md
category: "Integrations"
learning_track: null
last_reviewed: 2026-07-07
---

# Zentrik + Microsoft Teams

Bring scheduled Teams meeting transcripts into Discovery so product teams can review what customers actually said, turn the conversation into signals and insights, and keep roadmap decisions traceable to the original meeting evidence.

## Overview

Use Teams for the conversation and Zentrik for the product work after the call: synthesis, insight review, opportunity shaping, and traceability back to source evidence.

The Microsoft Teams connector is **per-user OAuth**. A workspace admin can enable the integration in **Settings → Integrations**, but every teammate imports through the Microsoft 365 account they personally connect. Zentrik does **not** use this flow for tenant-wide exports, channel messages, ad hoc calls, or chat history.

## Access and permissions

- **Microsoft account identity**: Confirms the connected Microsoft 365 user so Zentrik can show whose Teams account is active.
- **Calendar meetings**: Lists scheduled meetings from the connected user calendar, then checks which ones are Teams meetings with transcripts ready.
- **Meeting transcripts**: Reads transcript text only for the meetings the connected user selects for import into Discovery.
- **Offline access**: Refreshes the OAuth connection so users do not need to reauthorize before every import unless Microsoft policy changes.

## Connect Microsoft Teams

Start from **Settings → Integrations → Microsoft Teams**. If you reach the importer first, the Discovery flow will send you through the same Microsoft authorization path.

### Before you start

- Use a **Microsoft 365 work account** that can see the scheduled Teams meetings you want to import.
- Make sure **meeting transcription** is enabled for the calls you care about.
- For a first test, pick a recent scheduled Teams meeting where Microsoft has already finished processing the transcript.
- If your company restricts Microsoft apps or transcript access, a **Microsoft 365 admin** may need to approve Zentrik before users can complete OAuth.

### Authorize Microsoft

1. Open **Settings → Integrations**.
2. Select **Microsoft Teams**.
3. Choose **Connect your Microsoft Teams account**.
4. Pick your Microsoft 365 work account and approve the requested permissions.
5. Return to Zentrik and confirm the integration shows your connected account.

You can also start from **Discovery → New → Bring in data → Microsoft Teams**. If you are not connected yet, Zentrik prompts you to connect before it lists meetings.

### Admin consent

Microsoft transcript access uses an admin-restricted Graph permission. In many tenants, the first user who connects will see an admin-approval message.

Ask a Microsoft 365 admin to approve the Zentrik app for the tenant. After approval, each Zentrik user still connects their own account so imports use that user's calendar visibility and transcript access.

## Import transcripts

Once connected, Microsoft Teams appears in Discovery transcript imports. Zentrik lists scheduled Teams meetings from the connected user's calendar, marks transcript availability, and imports the selected transcript text as Discovery signal.

### Find transcript-ready meetings

1. Open **Discovery** and choose **Microsoft Teams** from the import sources.
2. Choose a date range that includes the meetings you want to review.
3. Scan the meeting list for transcript-ready rows.
4. If a meeting is missing, confirm it is a scheduled Teams meeting on the connected user's calendar and inside the selected date range.

Microsoft may show a meeting before transcript text is ready. Zentrik keeps those rows visible but prevents import until a transcript is available.

### Preview and import

Select the meetings you want to bring into Discovery, preview transcript text when needed, then import. Each imported transcript becomes a **signal** for the same signal → insight workflow used by other conversation sources.

Use this for product discovery evidence: customer calls, implementation conversations, onboarding discussions, and internal stakeholder meetings where the transcript explains product demand or workflow friction.

### Reconnect

Reconnect when Zentrik prompts you, when your Microsoft 365 admin changes app policy, or when permissions have changed.

Open **Settings → Integrations → Microsoft Teams**, then connect again with the same Microsoft account. Reconnecting refreshes the existing account connection instead of creating a duplicate.

## Security and data model

Microsoft Teams setup has two layers: the Zentrik workspace integration and each user's Microsoft 365 account authorization.

### What Zentrik reads

Zentrik uses delegated Microsoft Graph access to identify the connected user, list scheduled calendar meetings, check Teams transcript readiness, and read the transcript only for meetings the user selects.

OAuth credentials are stored server-side and are not exposed in the browser.

### Supported meeting sources

This connector supports **scheduled Teams meetings visible to the connected user**.

It does not provide tenant-wide meeting export, channel-message ingestion, chat history import, ad hoc call capture, or organization-wide recording sync.

### Disconnect and data retention

Disconnect from **Settings → Integrations → Microsoft Teams** to stop Zentrik from using that connected account. Users or admins can also revoke app access from Microsoft account or tenant app management.

Disconnecting stops future Microsoft calls and removes stored OAuth credentials. Transcript text already imported into Zentrik remains workspace content until your team deletes those Discovery records through normal product actions.

## Troubleshooting

### Microsoft says admin approval is required

Ask a Microsoft 365 admin to approve the Zentrik app and transcript permissions for your tenant. After approval, return to **Settings → Integrations → Microsoft Teams** and connect again.

### A meeting is missing

Confirm the meeting is on the connected user's calendar, is a scheduled Teams meeting, and falls within the selected date range. Tenant-wide meeting search is not part of this connector.

### No transcript is available

Confirm transcription was enabled for the meeting and that Microsoft has finished processing the transcript. Some meetings appear before transcript text is ready.

### Connection expired

Open **Settings → Integrations → Microsoft Teams** and reconnect. If reconnect still fails, ask your Microsoft 365 admin whether app permissions or consent policy changed.

## Related guides

- [Zentrik + Zoom](https://zentrik.ai/docs/integrations/zoom)
- [Zentrik + Fathom](https://zentrik.ai/docs/integrations/fathom)
- [Zentrik + Fireflies](https://zentrik.ai/docs/integrations/fireflies)
