Nutshell’s Microsoft Teams integration gives you flexibility in how you track your calls—You can log them automatically or choose to do it manually. Each meeting includes a transcript, call recording, and an AI-generated summary, helping you revisit conversations, pull out key points, and keep your records accurate.
Getting started
Find Microsoft Teams under Sales > Meetings > Microsoft Teams to get started.
Follow the prompts to connect your Microsoft Teams account and start using the integration.
To generate a transcription and AI summary, Microsoft meetings must be recorded to the cloud. This allows Nutshell to process the audio and create a detailed transcript and summary of the conversation.
Note: As a non-admin, your administrator will need to grant you access to Nutshell Microsoft permissions. Here’s a quick guide:
1. Enter Microsoft Azure as an administrator
2. Select Microsoft Entra ID
3. Select Enterprise applications
4. Select Nutshell
5. Select Permissions
6. Select “Grant admin consent for Nutshell”
7. Login as an admin
8. Review permissions and Accept
Once connected, the MS Teams page will display a list of all completed calls that were previously scheduled through Nutshell Scheduler, with the ability for users to:
View meeting date and duration
View and access participants' people pages if they exist in Nutshell
Log MS Teams meetings as Nutshell activities
Remove the meeting from the list
Manage your Microsoft Teams call follow-up
In the Settings tab, you can decide how MS Teams calls are logged. Choose to add them manually or let Nutshell handle transcription, summarization, and activity logging automatically.
How to log a Microsoft Teams call manually
To log a Teams meeting in Nutshell, go to the Microsoft Teams page and click Log as activity.
You can also log a call directly from a Person, Company, or Lead page. Look for the MS Teams meeting in the Activities list, marked with a video icon.
How to access your Microsoft Teams call information after logging it
Click the activity to open the MS Teams activity dialog, where you can review meeting details, access the transcript and recording, and include your own notes.
FAQs
Do I need to record my MS teams meeting for transcripts and AI summaries to show up in Nutshell?
Yes, to generate an AI transcript and summary of a Microsoft Teams meeting in Nutshell, the meeting must be recorded to the cloud. Only cloud‑recorded meetings can be processed by Nutshell to produce a detailed transcript and AI‑generated summary. If a meeting isn’t recorded, the integration will still show the meeting on the Teams page, but you won’t see a transcript or summary.
Why are my MS teams calls not showing up in Nutshell?
Only Teams meetings that are scheduled using Nutshell Scheduler will appear on the Microsoft Teams page. If your call was scheduled outside of Nutshell, it won’t show up here. Scheduling inside Nutshell ensures all your meetings are tracked and connected to the right people.