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stevefrench's avatar
stevefrench
Copper Contributor
Oct 03, 2022

Viva Sales Teams meeting summary not working

Good morning all,

 

I've got Viva Sales working great for adding contacts into Dynamics but the https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_generatesummary seems to be missing for me.

 

I can add the tab to a Teams Meeting but when I try to activate it, I get the following error:

Can’t create a meeting summary
Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings.
 
Teams meeting recording and transcription is working fine, but no luck with Viva Sales.

I also noticed that the msdyn_viva https://learn.microsoft.com/en-us/viva/sales/data-handling so I suspect that there was an issue with the initial setup.
 
Appreciate any help.
 
Steve
 
 
 
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8 Replies

  • Mindy_Waters944's avatar
    Mindy_Waters944
    Copper Contributor
    Jun 15, 2023

    stevefrench Mentioning just in case this is beneficial. We encountered a similar issue with the environment not being created. The person installing did not have tenant admin rights, I believe they had Power Platform admin rights, but not tenant admin rights. The install appeared to complete successfully, but there were errors while working with Viva from Outlook. Do note that our install was for Sales Force, I thought I would mention as the environment gets created in a different place than for D365 customers. https://learn.microsoft.com/en-us/viva/sales/data-handling%23viva-sales-dataverse-and-your-crm

  • stevefrench's avatar
    stevefrench
    Copper Contributor
    Oct 03, 2022

    So an update to my issue.

     

    I started another Teams call this evening and added Viva Sales to the chat before I finished the recording and voila, the meeting insights were all there 😀

    So I wonder:

     

    1. Can I go back and add Viva Sales to previous meetings that have been recorded to get the insights?
    2. Is there a way to automatically add Viva Sales to all future meetings?

    Thanks all,

     

    Steve

    • Rafi_Rabo's avatar
      Rafi_Rabo
      Icon for Microsoft rankMicrosoft
      Oct 11, 2022

      Hi stevefrench ,

       

      Thank you for the feedback.

       

      As described above, for your Teams meetings, you need to make sure that the Viva Sales app is added, and that the meeting is transcribed, in order to gain meeting insights. It's great to see that you can get meeting summaries now.

       

      In response to your two questions:

      1. As of now, previous meetings cannot be 'back filled' with insights from current meetings.
      2. Viva Sales is being added automatically to all of your meetings with customers (assuming scheduled from Outlook as described here: https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_createteamsmeeting). For other meetings, currently you can just add the app manually prior/during the meeting.

      We would appreciate any additional feedback you may have.

       

      BR,

      Rafi

      • poojashivach's avatar
        poojashivach
        Copper Contributor
        Nov 17, 2022
        Hi Rafi,
        I wanted to check with you do you have some idea how can we get contentUrl and websiteUrl for store distributed app such as Viva sales or Viva Insights, so that using graph api one can automate the process of adding such apps as tabs to teams meetings( meetings created directly from teams). Or some other document reference that can guide me how can i automate this process for Viva Sales.

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