# Meeting-Prep-for-Financial-Services **Repository Path**: mirrors_microsoft/Meeting-Prep-for-Financial-Services ## Basic Information - **Project Name**: Meeting-Prep-for-Financial-Services - **Description**: No description available - **Primary Language**: Unknown - **License**: Not specified - **Default Branch**: Public-preview - **Homepage**: None - **GVP Project**: No ## Statistics - **Stars**: 0 - **Forks**: 0 - **Created**: 2024-10-17 - **Last Updated**: 2026-04-25 ## Categories & Tags **Categories**: Uncategorized **Tags**: None ## README # Meeting Prep for Financial Services - Admin Guide ## Public Preview - September 2024 ### Introduction This document is intended for application administrator, with the necessary privileges to deploy, configure, and maintain Meeting Prep for the organization. It includes information on Deployment regions, Supported languages, prerequisites, deploying, and configuring the Meeting Prep for Financial Services application. The terms governing your use of the public preview can be found in the License tab of this repo ### Contents - [Deployment regions](#Deployment-regions) - [Supported languages](#Supported-languages) - [Prerequisites](#prerequisites) - [Deploying Meeting Prep](#deploying-meeting-prep) - [Configuring Meeting Prep](#configuring-meeting-prep) - [Preview Disclaimer](#preview-disclaimer) - [Copyright Notice](#copyright-notice) ### Deployment regions The Meeting Prep app is currently deployed only in the United States. As a result, during the public preview phase, all data associated with the app is transmitted, processed, and stored exclusively within the United States. ### Supported languages The Meeting Prep app is currently supported only in English. ### Prerequisites - **Microsoft Teams Standard**: Microsoft 365 Enterprise Suite (E3 and later) with Teams OR Microsoft 365 Business Basic and later with Teams. - **Data Provider License**: To generate Meeting Prep reports based on content from London Stock Exchange Group (LSEG), the data provider, in Meeting Prep, users must have a valid LSEG Workspace license. The content available in the Meeting Prep reports depends on the terms of your workspace license. [The LSEG Workspace service description provides additional information about workspace licenses](https://www.lseg.com/content/dam/data-analytics/en_us/documents/support/workspace/service-description.pdf) For more information about workspaces, go to [LSEG Workspace](https://www.lseg.com/en/data-analytics/products/workspace). You can also install the following license: - **Copilot for Microsoft 365 or Microsoft Teams Premium**: This license isn't required, but is preferred or highly recommended. Copilot for Microsoft 365 or Microsoft Teams Premium can create meeting summaries, which can appear in the Related resources section of the Meeting Prep report. To learn more about Copilot for Microsoft 365, go to [Microsoft Copilot for Microsoft 365](https://www.microsoft.com/microsoft-365/microsoft-copilot). To learn more about Teams Premium, go to [Microsoft Teams Premium](https://www.microsoft.com/microsoft-teams/premium). ### Deploying Meeting Prep - **About the Application Package**: The package will consist of the codebase, application manifest, and necessary icons. - **Enable Custom Teams Apps and Uploading**: 1. Sign into the [Microsoft Teams admin center](https://admin.teams.microsoft.com/dashboard) with your admin credentials. 2. Go to Teams apps > Setup Policies > Global. 3. Toggle Upload custom apps to the on position. 4. Select Save. Note: It can take up to 24 hours for custom app upload to be active. For more information on the detailed steps, go to [Prepare your Microsoft 365 tenant - Teams | Microsoft Learn](https://learn.microsoft.com/en-us/microsoftteams/platform/concepts/build-and-test/prepare-your-o365-tenant#enable-custom-teams-apps-and-turn-on-custom-app-uploading). - **Deploying the Application Package**: 1. Sign into the[ Microsoft Teams admin center](https://admin.teams.microsoft.com/dashboard) with your admin credentials. 2. Go to Teams Apps > Manage apps (https://admin.teams.microsoft.com/policies/manage-apps) 3. Select Upload new app and upload the app package for Meeting Prep Note: it might take some time for the application to appear in the Teams Apps marketplace. For more information on the deployment procedure, go to [Manage custom app policies and settings - Microsoft Teams | Microsoft Learn](https://learn.microsoft.com/en-us/microsoftteams/teams-custom-app-policies-and-settings#upload-a-custom-app-using-teams-admin-center). - **Restricting the App to Certain Users**: You can make the Meeting Prep app available only to a few users within the organization. 1. Go to App management: https://admin.teams.microsoft.com/policies/manage-apps/ 2. Select “Meeting prep (preview)” 3. Under Assignments, go to Assign app 4. By selecting Specific users or groups, you will be guided to an experience that will allow you to make the app available to only a select list of users. - **Configuring Meeting Prep**: Open the Admin tab of Meeting Prep to perform subsequent tasks. **Set up users to access the data provider's information** In the Admin tab view, select Enable users. This option redirects you to the LSEG website that has instructions to validate user accounts for the preview. **Register data provider's Microsoft Entra app in the tenant** To enable authentication from your tenant to LSEG, you must register the LSEG Service Principal in your tenant by selecting Review permissions and consent and providing your approval on the consent screen. After you provide your approval on behalf of the users, the app connects with an LSEG Workspace to initiate the ingestion of LSEG data to Meeting Prep. The app uses a user's sign-in token, including the first name, last name, and email address to confirm the LSEG Workspace license. When users generate a Meeting Prep Report, they must provide the name of the company for which they want to generate the report. The app shares this detail with the LSEG Workspace to request data for the report. Important: The data that Microsoft shares with the LSEG Workspace is governed by the terms and conditions of your applicable agreement with LSEG and not with Microsoft. **Control the visibility of related resources** The Related resources section finds resources relevant to the meeting's context using Microsoft Substrate and surfaces them to the readers of the report. For an insightful meeting preparation experience, Microsoft recommends keeping this section on, as it would show useful files, meeting recaps, emails, and more artifacts. You can control the visibility of the Related resources section by switching the toggle on or off as needed, and saving the change. The toggle is turned on by default. ### Preview Disclaimer Preview features are not supported by Microsoft Support, may have limited or restricted functionality, are not meant for production use, and may be available only in selected geographic areas. ### Copyright Notice Copyright (c) Microsoft Corporation. All rights reserved.
[Licensed under Microsoft Licensing for Cloud for Industry Technologies](https://dynamics.microsoft.com/en-us/legaldocs/legal-cloud-industry/)