Microsoft Teams Calling – Installation Guide

Prerequisites & Limitations

• Supported Environment: The integration is available for Maximizer CRM Live (Cloud) version 2025.7 and later.

• Admin Access (Maximizer): Administrator rights in Maximizer are required to install and configure the integration.

• Admin Access (Microsoft Teams): Administrator rights in Microsoft Teams are required to authorize and install the integration.

• Meeting Attendee Matching: All meeting attendees must be added to the meeting invite before the meeting begins for the integration to match call logs and transcripts to Maximizer Contacts or Leads.

• Unmatched Attendees: If an attendee’s email does not exist in Maximizer as a Contact or Lead, no call log or transcript entry will be created for that person.

• Tenant Configuration: Your Microsoft Teams tenant may require Cloud Communications API access policies to be enabled for retrieving call logs and transcripts.

• Data Availability Delays: Meeting transcripts may take up to 10 minutes to become available in Maximizer; meeting call logs may take up to 30 minutes after the meeting ends.

• Supported Call Types for Call Logs: Scheduled 1:1 online meetings, scheduled group online meetings, and VoIP calls via Teams calling add-on.

• Supported Call Types for Transcripts: Scheduled 1:1 online meetings, and scheduled group online meetings.

• Recording Requirement: Meetings must be recorded in Microsoft Teams for transcripts to be generated.

Installation

Follow these steps to install the Microsoft Teams Calling integration in Maximizer.

1. Open the App Directory
   In Maximizer, open the App Directory and search for Microsoft Teams Calling.
   

2. Start the installation
   Click Setup to begin the installation process.
   

3. Configure the Application Access Policy
   Complete the required Application Access Policy setup as described at this step as well as in the Policy section below.
   
   
   Once the policy is created and assigned to the appropriate users, return to the installation flow and click Continue Setup to proceed.
   

4. Sign in to Maximizer
   In the OAuth popup, log in using your Maximizer administrator credentials.
   

5. Sign in to Microsoft
   When prompted, log in with your Microsoft 365 administrator account for the tenant where the integration will be installed.
   

6. Review and consent to permissions
   Review the requested permissions and click Accept to grant consent.
   

7. Installation complete
   Once the process finishes successfully, the integration will be installed and ready for configuration.

Important:
To enable access to Microsoft Teams calling data, an Application Access Policy must be configured in your Microsoft 365 tenant. See the Application Access Policy section below for setup instructions.

Application Access Policy

The Microsoft Teams Calling integration requires an Application Access Policy in Microsoft 365 to allow secure access to Teams calling data.

What you need to do

• Install the Microsoft Teams PowerShell module: https://learn.microsoft.com/en-us/microsoftteams/teams-powershell-install

• Create an Application Access Policy using PowerShell

• Assign the policy to:

  • Specific users, or

  • An Active Directory group, or

  • All users globally

• Ensure all users who will use the integration (including {{USER_EMAIL_DISPLAY}}) are covered by the policy

Setup Steps

1. Ensure the Microsoft Teams PowerShell module is installed: https://learn.microsoft.com/en-us/microsoftteams/teams-powershell-install

2. Open PowerShell as Administrator

3. Connect to Microsoft Teams

Connect-MicrosoftTeams

3. Create the Application Access Policy
   Replace the {{MICROSOFT_APP_ID}} with the right value:

   • NA users: 72142035-0013-4615-85ea-6547d2407e8a

   • EMEA users: fcdd9dbe-4241-426c-9f06-42a0bb2bb3af

New-CsApplicationAccessPolicy `
  -Identity "YOUR_POLICY_NAME" `
  -AppIds "{{MICROSOFT_APP_ID}}" `
  -Description "Global access for Graph API online meetings"

4. Assign the policy (choose one option)

Option A – Assign to a specific user

Grant-CsApplicationAccessPolicy `
  -PolicyName "YOUR_POLICY_NAME" `
  -Identity "{{USER_EMAIL_DISPLAY}}"

Option B – Assign to an Active Directory group

New-CsGroupPolicyAssignment `
  -GroupId "YOUR_GROUP_ID" `
  -PolicyType ApplicationAccessPolicy `
  -PolicyName "YOUR_POLICY_NAME"

Option C – Assign globally to all users

Grant-CsApplicationAccessPolicy `
  -PolicyName "YOUR_POLICY_NAME" `
  -Global

Notes & Tips

• Policy Name: Replace YOUR_POLICY_NAME with a name of your choice (for example, Maximizer-Teams-Policy)

• App ID: The Microsoft App ID {{MICROSOFT_APP_ID}} values:

  • NA users: 72142035-0013-4615-85ea-6547d2407e8a

  • EMEA users: fcdd9dbe-4241-426c-9f06-42a0bb2bb3af

• Group ID: If using a group, replace YOUR_GROUP_ID with your actual Azure AD group ID

• Permissions: You must have sufficient Microsoft 365 admin permissions to create and assign policies

Once the Application Access Policy is created and assigned, the Microsoft Teams Calling integration will be able to capture call logs and (where applicable) transcripts in Maximizer.