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Troubleshooting the Microsoft Teams Integration

Most Teams problems are 1 of 3 things: the call broke a rule, a Microsoft setting was missed, or the connection needs redoing. Start with the symptom closest to yours.

ℹ️ Before you start: check the Microsoft Teams card on your Connect page. What it says points you at the right section below. Only Account Admins see the card's buttons.

 

1. One call is missing

If other calls are arriving normally, the problem is with that one meeting, not the connection. Check these 5 in order.

Check What to do
Was it transcribed in Teams? Open the meeting in Teams and look for its transcript. No transcript means there is nothing to bring in
Who organized it? Only meetings organized by your own Microsoft users are seen. A meeting set up by the buyer or a guest is not
Was a Spekit user invited? A call where nobody on the invite has a Spekit account is not kept. You can still add a Spekit user to the invite after the meeting ends
Was anyone from outside your company invited? Internal-only calls are not kept
Did they join through a forwarded link? Someone who was not on the invite does not count as an attendee

Items 1 to 4 are working as designed. If all 5 look right and the call is more than a day old, go to section 8.

ℹ️ Note: if 1 person's calls are always the ones missing, that person may have their own per-user access policy in Microsoft. A per-user policy overrides the company-wide one. Your Microsoft admin has to add Spekit's app to that person's policy too.

 

2. No calls arrive for anyone

The card says Connected, but nothing is coming in. Connected only means Microsoft approved Spekit. It does not mean setup is finished.

Check in this order.

# Check
1 Was the meeting held after Teams was connected? Older meetings are never picked up
2 Was it transcribed in Teams?
3 In the Teams admin center, are both Microsoft Graph access and Include speaker attribution on, and saved with Save at the bottom of the page? Apply in the side panel does not save
4 In PowerShell, does Get-CsApplicationAccessPolicy -Identity Global list 0df52125-4f1b-4177-b16a-125310d5451e?

Full steps for 3 and 4 are in [Admin Guide] Setting up the Microsoft Teams Integration, sections 5 and 6.

After a fix, calls do not all come back. Only calls that started in the 72 hours before Spekit's next daily check are recovered. Anything older is lost.

⚠️ Fix a broken access policy within 3 days. While it is broken, calls wait instead of arriving. Past 3 days they are gone for good.

 

3. Calls arrive a day late with no title and no attendees

This is a specific, recognizable failure. The call shows up, but it has no meeting title and no attendee list, and it took about a day.

What it means: the Microsoft access policy covers some of your people but not the person who organized those calls. Spekit can see that a transcript exists, but cannot read the meeting's details, so it waits 24 hours and brings the call in without them.

The fix: your Microsoft admin adds Spekit's app to the policy that covers those organizers. That is section 5 of the setup article. Calls that started in the 72 hours before the next daily check will get their details filled in on that check.

💡 Pro Tip: if this affects only a few named people, look for per-user access policies first. That is almost always the cause.

 

4. The call is in the AI Sidekick but not in the Deal Room

A call joins a deal only when someone on the invite matches a Salesforce contact who has a role on an open opportunity.

Cause What to do
The contact or the opportunity role was added to Salesforce after the call Nothing can be done for that call. Spekit checks once, when the call arrives
The person joined through a forwarded link They were not on the invite, so they do not count
The opportunity is not open The match only looks at open opportunities

For next time: make sure the contact exists in Salesforce and has a role on the open opportunity before the meeting happens.

 

5. There is no Microsoft Teams card

Cause What to do
Teams meetings is not turned on for your account Submit a request. Spekit Support turns it on
You are not an Account Admin Other roles may see the card but cannot use its buttons. Ask an Account Admin to do the connecting

 

6. The card says Reconnect required

Spekit could reach Microsoft Teams before, but cannot now. The usual cause is that the approval was removed in Microsoft.

An Account Admin selects Disconnect Microsoft Teams, then generates a new link for a Microsoft admin. Full steps are in [Admin Guide] Managing the Microsoft Teams Connection.

⚠️ Calls held while the connection was broken are not picked up later. Reconnect as soon as you notice.

 

7. The same call appears twice

Transcription was stopped and started again during the meeting. The first part arrives first, then the full call. The AI recap may refresh once more when the second part lands.

This is working as designed. Use the longer version.

 

8. What to include when you contact Support

Sending these 5 things up front saves a round trip.

What Why
Your company name in Spekit, and your Microsoft Tenant ID Identifies the connection
What the Microsoft Teams card says, with a screenshot Tells us which half of setup to look at
For a missing call: the date, the time with time zone, who organized it, and who attended Lets us find that specific call
Whether the meeting has a transcript in Teams Rules out the most common cause
What you already checked, including the output of Get-CsApplicationAccessPolicy -Identity Global Stops us asking you to repeat work

Best practices

These 4 habits cut most Teams tickets before they start.

Practice Why it helps
Run a test call the day you finish setup It finds a missed Microsoft setting while someone is still paying attention
Check the card's status after any Microsoft permissions cleanup A tidy-up in Entra can silently break the connection
Keep a list of anyone with a per-user access policy They are the most common reason 1 person's calls go missing
Act on a broken access policy the same week After 3 days the waiting calls are lost, not delayed

💡 Pro Tip: before escalating, check whether the call broke 1 of the 5 rules in section 1. Most reported problems are a call that was never eligible, not a fault.

 

9. Support and feedback

If you are experiencing an issue that is not listed here, you have a few ways to get help.

Contact Spekit Support

  • Email: support@spekit.co
  • Standard Support Hours: Monday–Friday, 7:00 AM – 4:00 PM PT
  • Emergency/Outage Support: 24/7/365

Provide feedback and track product updates

Log in with your Spekit account to access the Canny feedback board. You can submit new ideas or bug reports and vote on existing posts. You will be notified by email about status updates (Open, Planned, In Progress, Complete).

Check the Roadmap for ongoing work, and view or subscribe to the Changelog for new Spekit updates.

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