Outlook and Teams plugin Delegate issues

MissingSemicolon 1 Reputation point
2023-01-04T19:18:59.097+00:00

Hi All,

   I have an issue that is making me pull my hair out, We have moved everything off of Skype for Business and over to Teams and are having issues with our executive assistants not being able to schedule teams meetings on behalf of their exec. All other delegate features seem to be working normally and users can create Teams meetings, just not as delegates.   

We have updated to the newest version of Office and Teams, they have the teams plugin installed and everything is set to update. We have built new workstations for testing and have redone the delegation setup with no differences in results.

We are receiving no errors, when the delegate accesses the calendar of the delegator outlook acts like it's setting up a meeting normally, but never generates the teams event or link, there are no entries pertaining to this in the application logs.

We are On-Prem Exchange at the moment but none of the support articles I have seen suggest this isn't supported.

Thank you for your time and insight.

For reference we have seen these articles and others.

https://learn.microsoft.com/en-us/microsoftteams/troubleshoot/meetings/resolve-teams-meeting-add-in-issues

https://learn.microsoft.com/en-us/microsoftteams/setting-your-coexistence-and-upgrade-settings

https://learn.microsoft.com/en-us/microsoftteams/meeting-policies-in-teams-general#outlook-add-in

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  1. Kael Yao-MSFT 37,496 Reputation points Microsoft Vendor
    2023-01-05T05:18:00.853+00:00

    Hi @MissingSemicolon

    I noticed that you mentioned you are still On-Prem Exchange.
    Do you have an Exchange hybrid deployment?

    If not, it may not be possible for Teams to integrate with Exchange on-premises.

    Here is a link about the prerequisites and troubleshooting: Troubleshoot Microsoft Teams and Exchange Server interaction issues
    Please refer to Issue 1: A delegate cannot schedule a Teams meeting on behalf of a delegator, which may be the same issue in this case.


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  2. MissingSemicolon 1 Reputation point
    2023-01-09T15:50:59.587+00:00

    Hi KaelYao,

    Thank you for the response, we do have a hybrid exchange setup, I'll read through this documentation and see if the answer is there.


  3. Collins Brendan (AMUNDI.IRL) 5 Reputation points
    2023-06-13T10:20:41.0133333+00:00

    I have the same issue. Can you please tell me if a solution was found?

    thanks,

    Brendan.

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  4. Dianne Baxter 0 Reputation points
    2023-08-23T15:14:40.37+00:00

    Hi @MissingSemicolon and @Collins Brendan (AMUNDI.IRL) ,

    We are seeing a similar issue; Was a solution found?

    Thank you!

    Dianne

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  5. Collins Brendan (AMUNDI.IRL) 5 Reputation points
    2023-08-23T16:39:35.4266667+00:00

    Please complete both steps.  

    Prerequisites 

    • Ensure that you are signed in to both Teams and Outlook 

    Step 1: Make someone my delegate 

    A delegate automatically receives Send on Behalf permissions. By default, the delegate can read only your meeting requests and responses. The delegate isn’t granted permission to read other messages in your Inbox

    Open Outlook 

    Click the File tab. 

    Click Account Settings, and then click Delegate Access

    Click Add

    If Add doesn’t appear, an active connection might not exist between Outlook and Exchange. The Outlook status bar displays the connection status. 

    Type the name of the person whom you want to designate as your delegate, or search for and then click the name in the search results list. 

    Note: The delegate must be a person in your organization's Exchange Global Address List (GAL). 

    Click Add, and then click OK

    In the Delegate Permissions dialog box, accept the default permission settings or select custom access levels for Exchange folders. 

    If a delegate needs permission to work only with meeting requests and responses, the default permission settings, such as Delegate receives copies of meeting-related messages sent to me, are sufficient. You can leave the Inbox permission setting at None. Meeting requests and responses will go directly to the delegate's Inbox

    Note: By default, the delegate is granted Editor (can read, create, and modify items) permission to your Calendar folder. When the delegate responds to a meeting on your behalf, it is automatically added to your Calendar folder. 

    To send a message to notify the delegate of the changed permissions, select the Automatically send a message to delegate summarizing these permissions check box. 

    If you want, select the Delegate can see my private items check box. 

    Important: This setting affects all Exchange folders. This includes all Mail, Contacts, Calendar, Tasks, Notes, and Journal folders. There is no way to grant access to private items in only specified folders. 

    1. Click OK

    Step 2: Assign Mailbox folder permissions 

    -Open Outlook 

     - Right click on your email folder (firstname.lastname@companyname.com) and go to folder permissions. 

     - Highlight the person in question and reassign their permissions here. There is a drop down of different permission levels to choose from

    User's image

    User's image

    Once delegate access is granted, the user receiving this access can setup the inbox and calendar on their end using the following instructions.

    Procedure 

    Open the person's calendar that you manage. Click the day you wish to schedule the message for and click the “New Teams Meeting” button on the Outlook toolbar  

    User's image

    Fill out all the relevant information for the meeting, including the meeting title and the attendees. You should see the “Join Microsoft Teams Meeting” information in the meeting body, along with the call in number and the conference ID. 
     
    NOTE: When the recipients of the invitation view the invitation, it will appear to be from "<your name> on behalf of <other person>." The attendees will be notified that you have scheduled this meeting on behalf of the other person.

    User's image

    Click Send. This will create the meeting and will notify the attendees. 
     
    NOTE: By default, the person whose calendar you manage will NOT receive an email invitation for this meeting; it will just be placed on his or her calendar. 

    Teams meetings no longer require a PIN to start the meeting via phone. All Teams meetings are set to allow all anonymous users to join the meeting, and the meeting can start without the host. Even if you are scheduling a meeting on someone else's behalf, a PIN is no longer needed. 

    Attendees can then join the meeting via the dial in number, or through the Teams desktop or web clients. They can also join by opening the event from Outlook and clicking the “Join Teams Meeting” button.

    User's image

    I hope this helps.

    Brendan.