If you're not the owner of the Microsoft organisation account, HubSpot will ask you to grant MS Teams access using PowerShell.
Before performing the below, ensure you have installed the full version of Microsoft Teams to HubSpot.
1. Run PowerShell on your device
- For Mac:open Terminal and run pwsh to launch PowerShell.
- For Windows: search for 'PowerShell' in your PC, then click Run as administrator.
2. Install Teams PowerShell Module by entering this command on PowerShell:
Install-Module -Name MicrosoftTeams
3. Enter the below command to connect to MS Teams:
Import-Module MicrosoftTeams
If you see an error like this,
You need to set a less restrictive Execution Policy, such as RemoteSigned:Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser
Then, try entering the import command again: Import-Module MicrosoftTeams
There should be no more error.
4. Connect MS Teams: Connect-MicrosoftTeams
This will open up a new window for logging in to your Microsoft account:
Once logged in, PowerShell will show your account info:
5. Run this command to create HubSpot access policy:
New-CsApplicationAccessPolicy -Identity MY-APP-POLICY -AppIds "0493df14-0cd5-4c89-b413-e0b9b90bbb17" -Description "Policy to enable HubSpot for Teams meeting sync."
6. Grant permissions to your HubSpot account or other users:
Grant-CsApplicationAccessPolicy -PolicyName MY-APP-POLICY -Identity "USER_ID”
- User ID: this is the user's email address on MS Teams
If you want to grant these permissions to all existing users, run this command: Get-CsOnlineUser | Grant-CsApplicationAccessPolicy -PolicyName MY-APP-POLICY
If you want to gran these permissions to all existing and future users, run this command: Grant-CsApplicationAccessPolicy -PolicyName MY-APP-POLICY-2 -Global