Microsoft Teams

Microsoft Teams integration for AI coaching during meetings, post-call summary delivery via Adaptive Cards, meeting recording processing, and deal collaboration through Teams channels.

When to Use This Connection

Use this connection when the user:

• Wants Demodesk AI coaching overlays available during Teams meetings
• Needs meeting summaries and action items posted to Teams channels after calls
• Wants Teams meeting recordings processed by Demodesk AI for insights
• Needs manager coaching alerts delivered as Teams notifications
• Wants interactive deal cards in Teams for quick pipeline updates

What This Connection Does

Guide the user to Settings > Integrations > Microsoft Teams in Demodesk at https://demodesk.com/manage/settings/integrations/microsoft-teams. The connection requires Microsoft 365 admin credentials for initial setup because Demodesk registers as an enterprise application in Azure AD. Click "Connect Microsoft Teams" to start the OAuth 2.0 flow. The authenticating user must be a Microsoft 365 Global Admin or Teams Admin to grant the necessary permissions (read/write Teams channels, access meeting data, post messages).

After authentication, configure the integration in four areas:

AI Coaching for Teams Meetings: Enable the coaching overlay in the "Coaching" tab. When enabled, Demodesk's AI assistant activates during Teams meetings to provide real-time suggestions: talk track guidance, objection responses, competitive intel, and pacing alerts (e.g., "You've been talking for 3 minutes — ask a question"). The coaching overlay appears in a discreet sidebar within the Teams meeting window. Reps can toggle it on/off during calls. To use this feature, the Demodesk Teams app must be installed in the Teams admin center — Demodesk provides a manifest file for this.

Channel Routing for Notifications: In the "Channel Routing" tab, configure which post-meeting events are sent to which Teams channels. Available notification types:

• Meeting summaries: Rich Adaptive Cards with summary, key moments, action items, and a link to the full recording.
• Deal updates: Posted when deal stages change based on meeting outcomes.
• Coaching alerts: Sent to manager channels or DMs when AI detects reps need support.
• Action items: Posted to deal channels with assignees and due dates.

Select target channels for each notification type. Demodesk lists all Teams channels the connected account has access to.

Recording Processing: When enabled, Demodesk processes Teams meeting recordings (from Teams' cloud recording or compliance recording) through its AI engine. This generates: full transcription with speaker identification, key moment highlights, talk-to-listen ratio, topic tracking, and a structured summary. Configure which meeting types are processed in "Recording Settings" — filter by meeting title keywords, attendee domains, or calendar labels.

Interactive Deal Cards: Demodesk posts deal cards to Teams channels as Adaptive Cards. Team members can view deal status, add notes, and update deal stages directly within Teams without switching to Demodesk or the CRM. Enable this in "Deal Cards" and select which channels receive deal cards.

Anti-Pattern: "Install Without Teams Admin Approval" The Demodesk Teams app requires admin approval in the Microsoft Teams admin center. Attempting to use the integration without installing the app manifest results in coaching features being unavailable and channel posting failing with permission errors. Complete the Teams admin center setup before configuring channel routing.

Anti-Pattern: "Process All Recordings Including Internal Meetings" Processing every Teams meeting recording wastes AI compute and fills the meeting library with internal standups and 1:1s. Filter recording processing to external meetings only — use the attendee domain filter to include only meetings where at least one external domain is present.

Data Sync

Recording processing flows from Teams to Demodesk. All notifications flow from Demodesk to Teams.

Example Prompts

• "Connect Demodesk to our Microsoft Teams"
• "Enable AI coaching during my Teams meetings"
• "Post meeting summaries to our #revenue-team channel in Teams"
• "Only process Teams recordings for meetings with external attendees"