GoldVision Teams Meeting Attendance Setup Guide

Prerequisites

• Microsoft 365 tenant with Teams licences
• Azure Portal access at Application Administrator role or higher
• PowerShell access at Teams Administrator (or Global Admin) role
• GoldVision 8 with the calendar integration module
• Meeting organisers who need AI insights must have a valid Microsoft 365 licence (a button error message shows if not)
• CalendarSyncGraphApi feature flag enabled and app pool restarted
• ThirdPartyData appointment sync running

Step 1: Register an Azure AD Application

(Skip if you already have an existing calendar sync)

1. Sign in to the Azure Portal as an Application Administrator
2. Go to Azure App Registrations — use an existing or create a new registration
3. Set Supported account types to Accounts in this organizational directory only
4. Leave Redirect URI blank and click Register
5. Note down the Application (client) ID and Directory (tenant) ID from the Overview page

Step 2: Apply the Teams Application Access Policy

(Requires Teams Administrator — run in PowerShell)

Install-Module MicrosoftTeams -Force
Connect-MicrosoftTeams -TenantId “YOUR-TENANT-ID”

New-CsApplicationAccessPolicy `
-Identity “GoldVisionMeetingAttendance” `
-AppIds “YOUR-CLIENT-ID” `
-Description “Allow GoldVision to access Teams meeting attendance data”

Grant-CsApplicationAccessPolicy -PolicyName “GoldVisionMeetingAttendance” -Global

Note: The global grant can take up to 1 hour to propagate before the integration returns attendance data.

Step 3: Create a Client Secret

(Skip if you already have an existing calendar sync)

1. In the app registration, go to Certificates & secrets → Client secrets → New client secret
2. Enter a description, choose an expiry period, and click Add
3. Copy the secret Value immediately — it will not be shown again

Step 4: Grant API Permissions

1. Go to API permissions → Add a permission → Microsoft Graph → Application permissions
2. Add the required permissions (see image in source doc)
3. Click Grant admin consent for [your organisation] and confirm
4. Both entries should show a green tick and Granted for [your organisation] before proceeding

Step 5: Configure Gold-Vision

(If reusing an existing calendar sync, you will need to re-authenticate)

In Gold-Vision, open Calendar Settings (via user profile or settings menu) and enter:

• Tenant ID
• Application (Client) ID
• Client Secret

Verification

Once propagated, Gold-Vision will automatically, for each appointment with a Teams join URL:

1. Look up the associated Teams meeting using the organiser’s identity
2. Fetch the attendance report from the most recent session
3. Add attendees with a registered email address to the appointment record