Microsoft Teams setup and settings for remote engagement
Key Takeaway
Users can authenticate with Microsoft Teams to schedule and conduct remote sessions only if they're assigned a permission set that grants "External Credential Principal Access" to the Life Sciences Microsoft Teams external credential principal.
Life Sciences Customer Engagement can use Microsoft Teams as the collaboration platform for remote engagement. When a rep plans a remote visit, Life Sciences Customer Engagement generates the Teams meeting link. It also sends the email invitations and calendar events. Healthcare professionals (HCPs) join with their existing Teams accounts.
How Microsoft Teams fits in
The company uses its own Microsoft Teams tenant and licenses, so its governance and security policies stay under its own control.
Configuration is split between two places. In Setup, you configure named and external credentials so field users can connect Microsoft Teams and Life Sciences Customer Engagement. In the Admin Console, you manage access to Teams for remote engagement and define how HCPs receive invitations.