Configure integration with Virtual Appointments (Preview)

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Intelligent appointments offers integration with the Virtual Appointments app with the help of the Graph API to offer a unique, personalized, and branded online meeting experience to customers.

With Virtual Appointments in Microsoft Teams, you can conduct business-to-customer engagements. For more information on Virtual Appointments, see Virtual Appointments with Microsoft Teams.

Configure Virtual Appointments as an online meeting platform

The process to configure the Virtual Appointments app as an online meeting platform requires you to perform following tasks:

1. Register the application on the Azure portal

2. Create environment variables in Power Apps portal to serve the Virtual Appointments workflow

3. Configure the Virtual Appointments workflow

1. Register the application on the Azure portal

Perform these steps to register your application:

1. Follow steps 1 through 7 in 1. Register the application on the Azure portal.

2. Select API permissions on the left navigation pane, and then select + Add a permission. To create a virtual appointment, the following permissions are required: Get virtualAppointment

3. Select Microsoft APIs and then select Microsoft Graph.

4. On the Request API permissions page, select Application permissions. Use the search box to search for OnlineMeetings.ReadWrite. Select OnlineMeetings.ReadWrite.All, and then select Add permissions.

5. Select Grant admin consent, as shown in the following image. On the Grant admin consent confirmation pop-up window, select Yes.

2. Create environment variables in Power Apps portal to serve the Virtual Appointments workflow

Perform these steps to create the environment variables in the Power Apps portal:

1. From your Microsoft 365 tenant, go to the Power Apps portal.

2. Create a new solution with your desired publisher and create three new environment variables as follows:

   • Application ID: Paste the particular value that you've previously created. Ensure that the date type is text.

   • Tenant ID: Add your Tenant ID. Ensure that the date type is text.

   • Secret environment variable: Holds the secret that you've previously created.

     1. Configure the Azure Key Vault by following this procedure.

     Note

     Systems take a few hours to sync. Therefore, you must wait before moving to the next step.

     2. Create a new environment variable for the key vault secret.

     

Note

Ensure that you have already configured the communications before configuring the Virtual Appointments workflow.

3. Configure the Virtual Appointments workflow

Perform these steps to configure the Virtual Appointments workflow:

1. Open the Virtual Appointments Configurations (Preview) solution.

2. Edit Create virtual appointment Flow.

3. Create a connection to Dataverse by selecting Continue.

4. Select Save.

5. In the flow dashboard, select Edit against Run only users, and select the connection used to configure the Intelligent appointments communications.

   Ensure that the flow status is On.

6. Open the Intelligent appointments communications solution.

   a. Edit the FSI_SendAppointmentScheduledEmail Flow.

   b. Select Run a Child Flow.

   c. Fill in the missing variable with the environment variables that you defined in 2. Create environment variables in Power Apps portal to serve the Virtual Appointments workflow.

   Ensure that the value of secretEnvVariableName is the name of the schema associated with the environment variable that you defined for the user secret in 2. Create environment variables in Power Apps portal to serve the Virtual Appointments workflow.

   e. Save the edits. Ensure the flow status is On.

   

7. Publish all the customizations.

See also

Intelligent appointments
What is Microsoft Cloud for Financial Services?