Microsoft Integration

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Before you can add Microsoft Teams conference calls to alert notifications, a Microsoft 365 user account with 'manage organization setting' must set up the integration. This setup enables your system to create and include Teams meeting links in alerts, making communication faster and easier during incidents.

Steps to set up the Microsoft 365 integration

1. Click on Set up the integration.
2. Sign in to your Microsoft 365 account.
3. Accept the terms and conditions.
4. The setup will complete automatically. You will see a pop-up notification at the top of the screen confirming this.
5. Select the account that will be used to create MS Teams meetings from the drop down menu.

6. Once the account is selected, you will see the message: “Please wait while we check the selected account...”.

   1. After approval, a message will confirm that the integration has been configured correctly.

      

   2. You may receive a warning message stating that the meeting organizer does not have the required policies. Follow the provided instructions below to finish the setup.

      

      
      

User policies setup instructions

1. Open the Teams admin center - Meeting policies
2. Look for a "D4HAllowBypassLobby" policy. If you already have it skip to step 6 otherwise go to step 3 to create a new one.
3. Click + Add to create a new policy and name it "D4HAllowBypassLobby".
4. Under Meeting join & lobby make sure that the Anonymous users and dial-in callers can start a meeting option is enabled and the Who can bypass the lobby option is set to "Everyone".
5. Click the Save button to save the policy, then go back to the policies list screen.
6. Select the policy "D4HAllowBypassLobby" by using the checkbox at the left side of the name, then click on "Manage Users" → "Assign Users" in the toolbar.
7. Search for the "user name" in the right sidebar, Add it, press Apply in the bottom and then Confirm the change in the dialog.
8. The policy should now be correctly set up. Click on the "Check policies again" button above to verify that the setup is correct. Note that the user policy might take up to 24 hours to be applied.

Removing the integration

1. Click on the Remove integration option on the top right corner of the screen
2. Sign in to your Microsoft 365 account.
3. Accept the terms and conditions.
4. The setup will complete automatically. You will see a pop-up notification at the top of the screen confirming this.