Mend & Microsoft Teams
Mend is now offering integration capability with your organization’s existing Microsoft Teams account.
When enabled, all users connecting to a group video visit in your Mend portal will be routed into a Microsoft Teams video conferencing session. You’ll have full use of all the tools you’re familiar with on that platform including breakout rooms, customized backgrounds, and call recording.
This integration requires setup on your organization’s side, so we recommend sharing the following steps with your in-house IT professional or team.
Note: The Microsoft Teams integration is only available for group video connections at this time. If your organization does not currently host group video appointments in Mend and would like to, please reach out to firstname.lastname@example.org for more information about adding this feature.
Organizations that want to leverage Teams connectivity in Mend must have an O365 account that includes Microsoft Teams and supports Azure Active Directory (AAD).
Step 1: Register a Web Application with Microsoft Identity Platform
Follow the process as described by Microsoft here: https://docs.microsoft.com/en-us/graph/auth-register-app-v2
Or watch our video below outlining how to complete step 1 with Mend setup specifics:
Step 2: Configure Application for Permissions
Follow the processes as described by Microsoft here: https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis
Or watch our video below outlining how to complete step 2 with Mend setup specifics:
Step 3: Configure an Application Access Policy
Follow the process as described by Microsoft here: https://docs.microsoft.com/en-us/graph/cloud-communication-online-meeting-application-access-policy
Note: Each user that will be scheduled as a provider in Mend will need to be added to this access policy.
Once the Microsoft setup is complete, please reach out to email@example.com for assistance with the Mend side setup.
Step 1: Provide Credentials to Mend
Mend will need to know your Application Tenant, Application ID, and Application Secret
Be sure to remember your secret's expiration date and to create a new secret when the old one expires, sharing it with firstname.lastname@example.org to ensure uninterrupted group scheduling.
As shown in the Microsoft Setup Step 2 Video above, you can create a new secret by clicking "Certificates & secrets" and "New client secret":
Once you have saved the new secret, copy the value immediately (as you will only be able to copy it right after creation) and provide this to email@example.com:
Step 2: Update Providers
Once a Mend Admin has enabled the integration using the credentials provided, the Microsoft ID field will become available when creating or editing provider accounts.
Now, you will need to update each provider that will be using Teams.
- Click “Providers” in the right-side menu, and for each provider that will be using Teams, tap “Actions” and select “Edit.”
- For each provider, update the Microsoft User ID with the Object ID from the Azure Active Directory portal for that user.