In this article you will learn about:
- Overview of Microsoft Teams Integration
- First setup
- How to create a meeting with Teams
- How to join a meeting
- Manage and update meetings
- Security considerations
Overview of Microsoft Teams Integration
The Microsoft Teams integration allows you to:
Add a Teams call directly when creating a meeting in Sherpany.
Automatically send the call link in calendar invitations.
Join the meeting with a single click from Sherpany, Outlook, or Teams.
Information
- Only the meeting organiser needs to connect their Microsoft account.
- Participants (internal or external) do not need a Teams account.
First setup
To use this feature, Meeting Organisers must connect their Sherpany account with their individual Microsoft Teams account. This allows Sherpany to create Teams meetings on their behalf.
Information
Important: Initial consent is required only once and applies to all rooms of the organisation.
Participants can join the call without a Teams account by entering their name.
How to connect:
Open your personal settings in Sherpany.
In the "Integration" section, click Connect account to start the consent process with Microsoft Teams.
Log in with your Microsoft account (do not use Sherpany credentials).
Review the requested permissions and click Accept.
Once complete, click Return to Sherpany.
How to add a Teams call to meeting for the first time:
Go to the meeting in question
Click on Add conference call and
Select Microsoft Teams.
Accept the consent screen to allow Sherpany to create Teams meetings for you.
Create a meeting with Teams
Open or create a meeting in Sherpany.
In Conference Call,
Select Microsoft Teams and
Click Create/Update.
Sherpany will:
Add the Teams link to your meeting.
Send calendar invitations (Outlook, Google, etc.) to all participants.
Tip
You can also add the Teams link later. Invitations will be updated automatically once you click Update
Join a meeting
Participants can join via:
The Sherpany meeting details page (the Teams link is displayed).
The calendar invitation received by email.
The Teams calendar (if they use Teams).
Information
- Invitations cover the full meeting duration, even if some agenda items are restricted.
- Guests without a Teams account can join as external users.
Manage and update
Reschedule: changing date/time updates the Teams invitation automatically.
Remove: deleting the Teams call cancels the invitation.
Host role: only the organiser who created the Teams call is considered the meeting host.
Security
Uses secure OAuth 2.0 (no password sharing).
Only essential data is shared with Microsoft (title, date, participants, Teams link).
All data is hosted in Europe (Microsoft Azure, Portugal).
API permissions required: calendars.readwrite, email, offline_access, openid, onlinemeetings.readwrite, profile, user.read.
For further information, the IT of your organisation can also refer on Microsoft Learn, for example: