How to create a Connection In Microsoft Teams

Updated:


June 5, 2026

Most Microsoft products follow the same standard process for creating a connection, but Microsoft Teams is slightly different.

To access Unified Communications (UC) objects such as call records, Microsoft requires application-level permissions in addition to delegated permissions. This is necessary because Microsoft does not allow access to certain Teams resources using delegated permissions alone.

Before your end-users can authorize a MS Teams connection, you must first register an application in Microsoft Azure and configure the required permissions.

Step 1: Register Your Microsoft Application

Follow the guide below to register your application and obtain your Client ID and Client Secret:

https://docs.unified.to/guides/how_to_get_your_oauth_2_credentials_for_microsoft_dynamics_365#how-to-get-your-oauth-2-credentials-for-microsoft-dynamics-365

Once you have completed the application registration, continue with the permission setup steps below.

Microsoft Teams Permission Types

Microsoft Teams uses two types of permissions:

  1. Delegated Permissions
  2. Application Permissions

Resources That Require Delegated Permissions

The following categories only require delegated permissions:

  • Messaging
  • HRIS
  • Calendar

Resources That Require Application Permissions

The following category requires application permissions:

  • Call Records

Step 2: Configure Delegated Permissions

  1. Open your registered application in Azure Portal.
  2. Navigate to API Permissions.
  3. Click Add a permission.
    image.png
  4. Select Microsoft Graph.
    image.png
  5. Select Delegated permissions.
    image.png
  6. Search for and select the required delegated permissions.
    image.png
  7. Click Add permissions.
    image.png

Step 3: Configure Application Permissions (Required for Call Records)

If you need access to Call Records, repeat the steps above but select Application permissions instead of Delegated permissions.

Search for and add the following permissions:

CallRecords.Read.All
OnlineMeetingRecording.Read.All
OnlineMeetingTranscript.Read.All
CallRecordings.Read.All
CallTranscripts.Read.All

image.png

After selecting all required permissions, click Add permissions.

Step 4: Create the Connection

After configuring permissions, create your Microsoft Teams connection.

If you have not yet obtained your Client ID and Client Secret, follow this guide:

https://docs.unified.to/guides/how_to_get_your_oauth_2_credentials_for_microsoft_dynamics_365#how-to-get-your-oauth-2-credentials-for-microsoft-dynamics-365

Enter the following credentials:

  • Client ID
  • Client Secret

image.png

Click Activate.


You're Ready to Go

Your Microsoft Teams integration is now configured and ready to use.

If you have any questions or encounter any issues during setup, please contact our support team.

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