Integrate your Web Courses with Microsoft Teams

Integrate your Web Courses with Microsoft Teams

Steps to integrate your Course data with Teams

Please note

accessplanit’s Microsoft Teams integration is an additional, chargeable module. Please speak to your Customer Success Manager to see if this is already included within your accessplanit package or to find out more information!

Download the MS Teams Brief PDF:


Related Help Guide Pages

Take the manual work out of running Web Courses! Automatically set up Teams meetings, manage joining details, and track attendance - so your team can focus on delivery, not admin.

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Want to get started quickly? Click here to jump straight to setting up your accessplanit & Teams integration


👥Who the Teams Integration is for

This module is ideal if you are currently:

  • Manually creating Teams meetings for every Web Course

  • Copying and pasting Teams joining links into your platform or emails

  • Worried about sending incorrect or missing joining details

  • Manually tracking Delegate attendance after each session

  • Spending time updating both your platform and Teams when Course details change

Without automation, running Web Courses can become repetitive, time-consuming, and prone to errors, especially as you scale.


How the Teams Integration helps

1. Automate webinar setup for every Course

Automatically create Microsoft Teams meetings when scheduling your Web Courses. This removes the need for manual setup and makes sure every course is ready to go with the correct joining details with minimal effort!

2. Manage joining links without manual effort

Have Delegate and Trainer joining links pulled directly into your platform, so the right information is always stored, accessible, and ready to share, without copying and pasting.

3. Track attendance and automate completion

Automatically recognise when Delegates attend your webinars and mark them as ‘Completed’. Keep your records up to date and trigger follow-on actions (like surveys or certificates) with confidence.

4. Keep course details synchronised across systems

When Course details change (such as date, time, or name), these updates are automatically reflected in Teams. This consistency avoids mismatches and confusion!


🎯What benefits will I gain from integrating?

With the Microsoft Teams integration, you will:

  • Eliminate manual webinar setup
    Automatically create Teams meetings and manage joining details without repetitive admin

  • Save time across course administration
    Reduce time spent setting up, updating, and managing Web Courses

  • Improve accuracy and reduce errors
    Ensure joining links and course details are always correct and up to date

  • Automate attendance tracking and follow-up actions
    Keep completion statuses accurate and trigger post-course workflows reliably

  • Deliver a smoother experience for your team and delegates
    Remove friction from the booking, joining, and attendance process

  • Scale your Web Course delivery with confidence
    Standardise your approach so every course is set up consistently, no matter the volume

Before integrating with Microsoft Teams

After integrating with Microsoft Teams

Before integrating with Microsoft Teams

After integrating with Microsoft Teams

  1. Manual creation of Teams meetings for each course

  2. Copying and pasting joining links

  3. Risk of incorrect or missing meeting details

  4. Manual attendance tracking and updates

  5. Duplicate work across systems

  1. Automatic creation of Teams meetings

  2. Joining links synced directly into your platform

  3. Accurate, consistent course setup every time

  4. Automated attendance tracking and completion updates

  5. Fully synchronised systems with minimal admin effort

Watch this short video to see how easy it is to connect a webinar in your accessplanit platform, to Microsoft Teams!

Shorts - Sync a Course with Microsoft Teams.mp4

Is the Teams integration worth it for my business?

Without the integration, managing virtual courses can involve a significant amount of manual administration for every Course you run. This often includes creating the Teams meeting, copying and pasting joining links into the platform for Delegates and Trainers, manually sharing joining details via email, reviewing attendance reports after the Course, updating Delegate statuses in accessplanit, and responding to queries about missing or incorrect links.

On average, the integration saves around 45 minutes per Course by replacing these manual activities:

  • Creating the Teams meeting – approximately 10 minutes

  • Copying and pasting joining links into the platform – approximately 5 minutes

  • Manually sending invites / joining details to Delegates and Trainers – approximately 5 minutes

  • Reviewing attendance reports and updating Delegate statuses post-Course – approximately 15 minutes

  • Handling incorrect or missing joining link queries – not applicable to all Courses, averages to 10 minutes per Course

The Teams integration automates these processes for you, helping to reduce administration time, improve accuracy, and create a smoother experience for both your team and your learners.


🧩What do I need to use this integration?

To use the Microsoft Teams integration, you will need to be delivering your Web Courses using Microsoft Teams.

You’ll also need access to create an App within your organisation’s Microsoft environment (via the Microsoft Entra Admin Center or Microsoft Azure Portal), as this is required to connect your platform to Teams.

If the user selected as the meeting organiser is not an administrator within your Active Directory, additional setup steps will be required using PowerShell. Your team (or IT support) can help complete this as part of the setup process.

If you’re unsure whether you have the required access or permissions, we recommend speaking to your internal IT team, to own (or guide you through) the setup.


1. Prerequisites & planning

Before you start configuring your integration, we recommend that you have a check over the following prerequisite and planning items first!

The following steps should be followed:

  • Register accessplanit as an app in Azure

  • Choose your meeting organiser

  • Decide your configurations

  • Purchase the module with accessplanit

1.1. Register accessplanit as an app in Azure

Before you can set up your integration, you will need your internal systems administrator to register accessplanit as an App via Microsoft Azure and provide the App with the permissions needed for the integration.

Please note

This step requires technical configuration within Microsoft Azure and must be completed by a system administrator with the appropriate permissions. We recommend engaging your internal IT team as soon as possible, as this may take time to arrange.

It is important that all these steps are completed before you set up the integration, when you set up the integration it will take a snapshot of the permissions - so if you haven’t set this up correctly beforehand you integration will not work and you’ll need to repeat the set up process later Prefer to download these steps to share them?: You must first create an App through Active Directory in the Microsoft Entra Admin Center or Microsoft Azure Portal.  Navigate to ‘App Registrations' and use the option '+ New registration’ When creating the application you will be prompted to select ‘Supported account types’ Select ‘Accounts in any organizational directory (Any Azure AD directory - Multitenant)’ Open the ‘Authentication’ settings Navigate to ‘Redirect URI’ and add the Web platform. Now enter the redirect URI as  https://oauth2.eu-west-2.prismatic.io/callback  Select ‘Register’ to complete.  Open the ‘Certificates & Secrets’ settings Select ‘+ New client secret’ Copy/save the Value for use in the connection configuration of your integration (please note, the value will not be shown again), you will need this later when connecting your systems. Next, navigate to the ‘Overview’ section Copy the ‘Application (client) ID' and the ‘Directory (tenant) ID’ Store these somewhere safe, you will need these later when connecting your systems. Navigate to the ‘API Permissions’ section to assign the proper permissions for the integration. Select ‘+ Add a Permission’ and add in the following three: Required Scopes: Microsoft Graph > Application permissions:  OnlineMeetings.ReadWrite.All - Create/Update/Delete Meeting OnlineMeetingArtifact.Read.All - Get Attendance Reports User.Read.All - Lookup User by Email  Once all permissions have been added; you must ‘Grant admin consent for your organisation’ to confirm these permission changes. Please note These steps may vary if Microsoft updates their user interface. If you’re unable to follow the instructions, please contact Microsoft support directly. Feel free to let us know too, so we can review and update these steps! For more information regarding authenticating against the Microsoft Graph API please refer to the Microsoft documentation.

1.2. Choose your meeting organiser

You will need to identify a user within your organisation that will be the organiser/host for your meetings in Microsoft Teams.

As part of the integration setup, you’ll need to select a user from your organisation to act as the organiser (host) for the Microsoft Teams meetings created by accessplanit. Here’s what to know when choosing your organiser: The user must have a Microsoft Teams licence assigned to them The user must have Global Administrator or Teams Administrator roles (otherwise please see the additional steps below) The user must be assigned a unique email address that is not used by any other account They will be set as the official owner of the meetings created by the integration These meetings won’t appear in their Outlook or Teams calendar, they are created on their behalf, but do not interfere with their own schedule They will be able to access the Teams attendance reports for each meeting/Course Please note If you update the organiser at a later date, all your existing Teams links for future Courses will need to be regenerated. Once you have defined your meeting organiser, if they are not an administrator then the following additional steps will need to be taken by your systems administrator: Download and share these steps:

1.3. Decide your configurations

Review the below options to decide how you would your integration between accessplanit and Microsoft Teams to work

Default Time Zone You will need to define a Default Time Zone, as the integration with Microsoft Teams requires a Time Zone in order to work properly. When a Course is synced to Teams, the integration will first check whether a specific Time Zone has been set for that Course or it’s Training Provider. If no Time Zone is found, the integration will fall back on your configured Default Time Zone. We recommend selecting the Time Zone that is most central to your training operations, or the Time Zone that your Courses most commonly run in. Mark attendees as ‘Completed’ You can choose to have the integration automatically update your Delegates’ status from ‘Booked’ to ‘Completed’ if they attend your Course via Teams. This feature can be a big time-saver and helps trigger useful post-course actions, such as sending out surveys or certificates. However, if you prefer to have full control over marking attendance manually, you may wish to keep this setting turned off. How does it work? If a user joins the Teams meeting while logged in, the integration will have access to their full name and email address, making it easier to match them to a Delegate in your accessplanit platform. If a user joins without logging in, Teams only provides the name they enter when joining. To help with this, the integration uses fuzzy matching. For example: A Delegate named “Daniel Parker” will still be matched if the attendee joins as “Dan Parker.” However, “Stuart Longhorn” would not be matched with an attendee who joins as “SL.” Only Delegates with the status of ‘Booked’ will be updated automatically. Anyone with the status ‘Cancelled,’ ‘Provisional,’ or ‘Waiting List’ will be excluded from automatic updates. The attendance update takes place after the Course end date has passed. Completion is calculated based on the total duration of the Course and the minimum attendance percentage defined within your Teams integration settings. For example, if your Teams integration is configured to require a minimum attendance of 50% for Delegates to be marked as Completed, a Delegate attending a 2-hour Course will be automatically marked as Completed if they attend for more than 1 hour, and this update will happen once the Course end date has passed. Please note Attendance updates are not instant, Microsoft Teams can take up to an hour to generate the attendance report after the meeting has ended. The integration checks for updates every 15 minutes, and your accessplanit platform will update as soon as the report becomes available.

1.4. Purchase the module with accessplanit

If you haven’t already purchased the Teams integration, get in touch with your accessplanit CSM to add this to your package!

Once you are happy with your Azure set up, and your preferences, please get in touch with your Customer Success Manager at accessplanit to add the Teams module to your package! Contact: customersuccess@accessplanit.com Form:

 


2. Set up the integration

In this step you will set up your integration between accessplanit and Teams.

There are three steps to get your integration built:

  • Collate your Microsoft Teams Connection details (10 minutes)

  • Generate an API Key for accessplanit (10 minutes)

  • Set up the integration (15 minutes)

2.1. Collate your Microsoft Teams Connection

Before you start connecting your systems, make sure you have all the information you need for the connection to Microsoft Teams. For this connection you need the following: Token URL Client ID Client secret value Token URL The Token URL will use the 'Directory (tenant) ID’ that you copied in step 11 of 1.1. Register accessplanit as an app in Azure Copy the following URL: https://login.microsoftonline.com/XXXXXXXXX/oauth2/v2.0/token Replace the XXXXXXXXX with your Directory (tenant) ID to create your Token URL e.g. https://login.microsoftonline.com/12345-12345-12345/oauth2/v2.0/token Client ID The Client ID is the ‘Application (client) ID’ that you copied in step 11 of 1.1. Register accessplanit as an app in Azure Client secret value The client secret value is the secret ‘Value’ that you copied in step 9 of 1.1. Register accessplanit as an app in Azure

2.2. Generate your accessplanit API key

Open your accessplanit platform Open the ‘Administration’ menu from the Profile options at the top-right of your platform Open the ‘API Keys’ menu option to access the page where you can create a new API Key for this integration Please note The option to generate API keys is not available to all Admins, please get in touch with a member of the Support Team if you are unable to access this option Click the green ‘Add API Key’ button Provide your API Key with a name, e.g. ‘MS Teams Integration’ Copy the provided API Key and save it somewhere secure Set your API key to be ‘Enabled’ Read more about API Keys If you would like to know more about API Keys, and the other options available (such as the Expiration Date) please see our dedicated guide: Click the ‘Save’ button at the top of the page to create your API Key

2.3. Set up the integration

Before setting up your integration, please get in touch with a member of support team via our Support Portal, they will enable the integration for you.

Once it is enabled, make sure you have ready your:

  • Token URL

  • Client ID

  • Client secret value

  • accessplanit API Key

Open your accessplanit platform Open the ‘Administration’ menu from the Profile options at the top-right of your platform Open the ‘Integrations’ menu option to access the page where you can set up integrations Please note The 'Integrations' Administration option is not available to all Admins, please get in touch with a member of the Support Team if you are unable to access this option Find the Microsoft Teams integration option and click on it Click to configure your integration If the integration has already been established, instead ‘View’ the integration and then click the ‘Reconfigure’ option Within the ‘Initial Configuration’ step you can change the name of the integration (optional) Proceed to the next step ‘Connections’ In the 'Connections' step, complete the following actions for the Microsoft Teams Connection using the information you collated in 2.1: Paste in your Token URL Client ID Client secret value Scroll down to the accessplanit Connection options: Add in your accessplanit URL Paste in your accessplanit generated API Key (generated in 2.2) Proceed to the next step ‘Settings’ In the ‘Settings’ step, complete the following actions: Define your default time zone (decided in 1.3.) Enter the email address of your meeting organiser (decided in 1.2.) Decide if you would like attendees to be marked as completed (decided in 1.3.) Click ‘Finish’ to complete the set up of this integration

3. Testing your integration

In this step, you will test the integration

Sync a Course from accessplanit to Microsoft Teams

Please follow the below steps to test the integration successfully syncs a Web Course from to Teams, and stores the joining information against the Course.

Create a Test Web Course Open the Web Courses DataGrid Click the ‘Add Web Course’ button Schedule a new Course, make sure you make it clear that this is not a real Course Enter an alias that indicates the Course is for testing Make sure the Course isn’t advertised Select 'Microsoft Teams' as the ‘Online Platform’ Click ‘Save’ at the top of the page Reload the ‘Details’ page by reopening it from the Web Course management menu on the left Scroll back down to the Online Platform options, you should now see the joining links have been added for Trainers & Delegates Please repeat step 6 if they haven’t appeared yet! If the joining links haven’t appeared within a couple of minutes there is an issue with the integration. Join the meeting Copy the Join URL and paste it into a new browser tab Check that you are able to connect to and join the meeting! Delete your test Course (optional) If you will not be testing the sync of completed Delegates from Teams to accessplanit, you can now delete this Course.

Sync Delegates from Teams to accessplanit

Please follow the below steps to test the integration successfully syncs completed Delegates from Teams to accessplanit.

Add Delegates to the Course Open the ‘Delegates’ page for this Course Add two Delegates to the Course Yourself (we assume that you will have a Microsoft account) Another User (we recommend choosing a test User or another internal team member to avoid any confusing automated emails sending to your customers) Join the Course as a Microsoft Teams User Return to the Online Platform options, and copy the Join URL Paste it into a new browser tab This should launch Microsoft Teams with your Microsoft Account Make sure you leave your microphone turned off - this will avoid issues later in the testing process Join the meeting Join the Course as an User without a Microsoft Account Return to the Online Platform options, and copy the Join URL Paste it into an incognito window Type in the name of the other Delegate you registered Make sure you mic is turned off again, and click to join Remain in the meeting as the two Delegates for the duration of the meeting, or as long as is needed for the Delegates to meet your minimum attendee duration (see 2.3.) Close the webinar in both your incognito browser and your Microsoft Teams application Wait for the attendance report to be generated by Microsoft, this can take up to 1.5 hours Check the two Delegates, both should now be ‘Completed’ on the Course

If the testing process is completed in your Sandbox environment first, make sure that this instance is deactivated before integrating with your Live environment.

Common issues

Here are some of the common issues you may run into while establishing your Microsoft Teams integration:

A Course has not synced from accessplanit to Teams

Complete the following checks: The Organiser User meets all of the requirements defined in 1.2. Choose your meeting organiser The Course does not have the status of ‘Cancelled’ The Course has ‘Microsoft Teams' selected as the Online Platform Your integration is not paused (you should see a green check icon on the integration)

A Delegate’s attendance has not synced from Teams to accessplanit

Complete the following checks: The Delegate originally had the status of ‘Booked’ (Delegates with other statuses, such as ‘Provisional’, will not have their attendance marked by the integration The integration option ‘Mark Attendees As Completed’ is enabled (see 2.3.) The meeting organiser is able to access the attendance report (it can take up to 1.5 hours for this to be generated by Microsoft after a meeting), if not please wait for this report to be available The Delegate signed into Microsoft Teams with a name that collated to their registered User The Delegate attended the session for long enough to meet your minimum attendee duration (see 2.3.)

 


4. Using the integration

Once you have completed your testing phase, you are ready to start using the integration on your Web Courses!

Here are some additional set-up steps to complete before you use the integration with a live course:

  1. Update your automated communications to use the Online Platform Join URL

  2. Hide the webinar details text boxes using Configure Forms

Update your automated communications use the Online Platform Join URL

As you will be switching from the ‘Webinar Details' boxes to the 'Online Platform Join Urls’, you will need to update your Email Templates to factor in this change.

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If there will be a period of overlap, where some Courses will have the ‘Delegate/Trainer Webinar Details' boxes used and others have the 'Online Platform Join Urls’, you may need to include both in your emails temporarily.

Top tip! Work with your team to identify every Email Template, Text Template, and Workflow that contains webinar details for your Delegates and Trainers. Most set-ups only have one Email for Trainers, and another for Delegates, but it is worth double-checking to make sure no one misses out on joining information for their Course. Per Webinar Details Email Edit the Template Find where the webinar details are included in the email Add in the new merge field to include the Online Platform URL @@OnlinePlatformCandidateJoinUrl for Delegates, @@OnlinePlatformTrainerJoinUrl for Trainers If you will still have Web Courses with the previous Webinar Details, you can keep both included in your email temporarily, otherwise remove this merge field from your email Save your changes

Hide the Webinar Details text boxes using Configure Forms (optional)

To prevent administrators using the 'Trainer Webinar Details' and the 'Delegate Webinar Details' text boxes, you can hide these from the form

Please note Only Super Administrators have access to this option, if you do not see the ‘Configure Forms’ option please ask a Super Administrator to complete this action for you. Open the Web Courses DataGrid Edit any existing Web Course Click on the Configure Form option at the top of the page Check to hide the 'Trainer Webinar Details' and the 'Delegate Webinar Details' Click ‘Save Form Configuration’ at the top of the page

5. Monitoring & pausing the integration

Here is some additional information to support you with using your Teams integration!

Once you have tested your Teams integration and you are happy that it is working, you can leave the integration running!

Monitoring the integration

From the ‘Summary’ tab of your integration, you can monitor whether your integration is actively running, which version it is on, and when it last ran!

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Pausing the integration

If you would like to pause your integration at any point, open the ‘Summary’ tab when viewing the integration settings and click the pause button to ‘Pause the instance’.

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This will prevent any Courses/Delegates from syncing.

When you are ready for the integration to run again, click the play button to enable the integration.

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Monitoring Executions

If you would like to keep an eye on when your integration is firing, open the ‘Executions’ tab when viewing the integration settings.

You can view each of the times the integration has been executed down the left of the screen, and click on each of these to see more detail on the right.

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If you would like to check specific types of executions, for example only see which have failed, click the ‘Filter’ button at the top-right of the page and make your filter selections:

  • Status - filter your executions to only see those that were successful or those that failed

  • Time range - filter your executions to only see those that ran in a specific time frame

  • Flow selector - filter your executions to only see those relating to specific parts of your integration, e.g. to only see executions for data sending to Teams when a Course is created or updated select ‘accessplanit to Teams (Created/Updated)’

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  • Show original executions only - filters your executions to hide retries or replays

  • Exclude executions without trigger-detected changes - filters your executions to hide executions that were triggered but didn’t detect any new or changed data to act on

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FAQs

How does the integration handle time zones?

Can I integrate Microsoft Teams with my Course after it's been created?

Yes, you can! Updating an existing Course will also trigger the Teams integration, just like when creating a new Course. You can also remove Teams from your Course at any time, simply clear the ‘Online Platform’ field to remove the join links. Please note These changes are not audited, so we recommend adding a note when you make changes to keep a record of what was changed and why.

Are there any Courses that won’t sync with Teams?

Yes. Courses with a status of ‘Cancelled’ will not sync with Microsoft Teams. If the Course was previously synced, the integration will clear any Teams data when it is saved as cancelled. The same applies if you remove Microsoft Teams as the selected ‘Online Platform’.

How does the integration handle time zones?

Microsoft Teams requires a time zone for every scheduled meeting. The integration checks in the following order: The Course’s time zone setting The associated Training Provider’s time zone The default time zone defined in your integration settings (see section 2.3.)

Do updates to a Course sync with Teams?

Yes! Any updates to the Course alias, start date, end date, or time zone will be reflected in the Microsoft Teams meeting.

What type of Microsoft Teams event is created?

The integration creates a Teams Meeting. It does not support Webinars or Town Halls.

Why are there separate Trainer and Delegate Join URLs if they’re the same in Teams?

While the URLs are currently the same for Microsoft Teams meetings, other platforms like Zoom use different links for Trainers and Delegates and these URL text fields will be used for these platforms too! Keeping separate fields also helps future-proof the integration in case Teams introduces different URLs for hosts and attendees.

How often does the Teams integration run?

The Course sync is triggered automatically whenever a Course is created or updated. It doesn't run on a fixed schedule, but happens shortly after any changes. This means that it only runs when necessary! The attendance sync (to pull attendance reports from Microsoft Teams) runs every 15 minutes.

Should I hide the existing meeting URLs?

If you're switching all your Web Courses to use the Teams integration, we recommend hiding the Delegate Webinar Details and Trainer Webinar Details fields. This helps avoid confusion and prevents admins from using outdated links. Don’t forget to update your Email and Text Templates to include the new Online Joining Links, check out our guide above: for help with this.

What Course information is shared with Microsoft Teams?

The following information is provided to Teams within the integration: ID CourseLabel CourseOverrideAlias StartDate EndDate Status TimeZoneID / CompanyTimeZone Online Platform Online Platform Trainer Join URL Online Platform Delegate Join URL

Why can I not see the integrations options within my platform?

The Integrations page is only visible to users with the ‘Super Admin’ role and when the Webhooks functionality is enabled. If you have the ‘Super Admin’ role but can’t see the page, please contact a member of the accessplanit team and they’ll be able to check whether Webhooks should be enabled for you.

Why can’t I set up or edit my Teams integration?

As a Super Admin you are able to view the integration, however only accessplanit team members currently have the option to configure/edit the integration.

Who should I choose an an organiser for the meetings?

As part of the integration setup, you’ll need to select a user from your organisation to act as the organiser (host) for the Microsoft Teams meetings created by accessplanit. This organiser needs to meet certain criteria to support the integration, however the meetings will not show up in their calendar and their name/email address will not appear anywhere so you do not need to select someone who typically delivers training. Here’s what to know when choosing your organiser: The user must have a Microsoft Teams licence assigned to them The user must have Global Administrator or Teams Administrator roles (otherwise please see the additional steps below) The user must be assigned a unique email address that is not used by any other account They will be set as the official owner of the meetings created by the integration These meetings won’t appear in their Outlook or Teams calendar, they are created on their behalf, but do not interfere with their own schedule They will be able to access the Teams attendance reports for each meeting/Course

Why am I getting the error 403 when configuring my integration?

The error indicates that an ‘Application Access Policy’ needs to be created within your Microsoft 365 environment. This policy is required by Microsoft to allow an app (like accessplanit) to access and manage online meetings on behalf of other users in their organisation. Because this setup involves permissions within your Microsoft tenant, it must be completed by someone with Global Administrator rights in their Microsoft account. You can find the steps for this within “Enabling accessplanit to Manage Online Meetings for Other Users in Microsoft Teams” in our guide above.

How does the integration recognise who is a Trainer and who is a Delegate?

The integration does not distinguish between Trainers & Delegates as the integration creates ‘Meetings’ rather than ‘Webinars’

Can the integration log Delegates as ‘Attended’, instead of ‘Completed’?

Yes! This is a configurable option in the ‘Settings’ step of the integration set-up. Change the ‘Attendee Completion Status’ option to ‘Attended’.

Can we bulk edit existing Courses to have ‘Teams’ as their ‘Online Platform’?

Yes! You can use Bulk Edit on the ‘Online Platform’ field from the Web Courses DataGrid.

Can I Report on Teams attendance within Report Writer?

You can report on Delegate status within Report Writer for Teams using the 'userscoursescalendar' data source based on a Delegate completing the desired percentage to mark them as Completed or Attended, however, Teams attendance percentage cannot be reported on within Report Writer

How can we set what features the trainers and delegates are able to use within the Teams meetings?

To manage what features within your Teams meetings are available to those attending, please work with your internal IT team. These settings are managed within the Teams admin centre: https://admin.teams.microsoft.com/dashboard Typically, different access levels are available to internal users (within your network), invited users, and anon users.

Can I create a meeting in Microsoft Teams and copy the join URL into accessplanit?

The Online Platform Delegate/Trainer Join URL fields should never be populated manually, these fields are only for use with the Microsoft Teams integration. These fields populate automatically when a Teams meeting is successfully created through the integration, and the URLs are used for gathering attendance data after the Course, for updating Delegate Statuses. If the URL fields are populated, but the Course was never synced with Teams, this will cause Delegate Status updates to fail.

Can I have the Microsoft Teams integration set up at the same time as the Zoom integration?

Yes! If you use a combination of Zoom & Teams for your web-Courses you can have both integrations set up at the same time. You can read more about our Zoom integration here:

 

 



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