Microsoft 365, Teams and Outlook

#Organisation connection (SharePoint and Teams transcripts)

Your Microsoft 365 administrator registers an app in Entra ID and gives Tracewright its tenant ID, client ID, client secret, and the SharePoint site and folder.

Then add each organiser under Integrations → Teams meeting transcripts. Their meetings' transcripts arrive in Meetings → Inbox, or straight into a project when the meeting is linked to it.

#Personal sign-in

People can connect their own Microsoft 365 (or Google Workspace) account and pick emails, transcripts and files into a project. Your administrator registers an app with delegated, read-only permissions and gives Tracewright its details under Settings. Tracewright reads an item only when the person adds it; tokens are stored encrypted and deleted when they disconnect.

#Outlook add-in

Send to Tracewright on an email adds it and the chosen attachments as a source. Your Microsoft 365 administrator uploads the add-in from the manifest link shown under Connected accounts and plug-ins.

#Teams app

A My work tab, and a tab or meeting side panel that links the meeting to a project and records decisions, actions, questions, gaps and requirements as drafts while you talk. Download the package from Connected accounts and plug-ins (integration administrators) and upload it in the Teams admin centre. Everything recorded from Teams is a draft and goes through review.

#Plug-in tokens

Each person creates a plug-in token under Connected accounts and plug-ins. A token can only read their projects and work, add sources, draft records and link meetings. It expires (1 to 365 days) and stops when revoked or when their password is reset.