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As an application administrator, you can deploy, configure, and maintain Meeting Prep for your organization. For more information, read the information given in the All roles section. If you're an application administrator and can't access the admin page, sign out and sign in again to try accessing the admin page.
Deployment regions
The Financial Meeting Prep app is deployed in two geographic regions: North America and Europe. Requests to the app are routed based on the tenant's base location.
If a tenant is located in Europe, the request is routed to the Europe region. For tenants outside of Europe, the request is routed to the North America region. Data is stored in the region corresponding to the tenant's location (either North America or Europe) and isn't shared between these two regions.
Important
Countries/regions with the following codes are classified as Europe: "AD", "AL", "AM", "AT", "AX", "AZ", "BA", "BE", "BG", "BY", "CH", "CY", "CZ", "DE", "DK", "EE", "ES", "FI", "FO", "FR", "GB", "GE", "GG", "GI", "GR", "HR", "HU", "IE", "IM", "IS", "IT", "JE", "KZ", "LI", "LT", "LU", "LV", "MC", "MD", "ME", "MK", "MT", "NL", "NO", "PL", "PT", "RO", "RS", "RU", "SE", "SI", "SJ", "SK", "SM", "TR", "UA", "VA", "XK".
Supported languages
User interface and large language model (LLM) features are available in the following languages: English, Danish, Dutch, French, German, Italian, Japanese, Portuguese (Brazil), Spanish, and Chinese (simplified). For any other language, the content falls back to English.
Data from the London Stock Exchange Group (LSEG) data sources is currently supported only in English.
Prerequisites
Copilot for Microsoft 365: Copilot for Microsoft 365 combines the power of large language models (LLMs) with your content in the Microsoft Graph and the Microsoft 365 apps. It can create meeting summaries, which can appear in the Related resources section of the Meeting Prep report. Learn more about Microsoft Copilot for Microsoft 365.
The Financial Meeting Prep app isn't available with Microsoft 365 Copilot Chat. You need to have the full license of Copilot for Microsoft 365 to use the app.
Data Provider License: To generate, refresh, and delete the Financial Meeting Prep report, you need to have a valid LSEG Workspace. Internal meeting attendees who don't have the LSEG Workspace license can access the app and the generated reports but they can't refresh or delete the reports.
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 For more information about workspaces, go to LSEG Workspace.
Financial Meeting Prep service endpoint
The Financial Meeting Prep App requires connectivity from the device running the app in Teams to the back-end service endpoint. So, you need to ensure that your network allows the necessary traffic. The endpoint details are as follows:
URL | Port | Description |
---|---|---|
https://afd-mp-prod-global-004-fde-enang7b3hne4ghap.b02.azurefd.net | 443 | The Financial Meeting Prep service endpoint |
Configure Meeting Prep in the tenant
Search for Meeting Prep in the Microsoft Teams marketplace and add the app. The added app appears on the side panel.
Go to the Admin tab to perform subsequent tasks. You need to be an application administrator to access this tab.
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.
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.
Control the visibility of the Related resources section
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.
Important
You can enable or disable the visibility of this section only if the tenant has at least one generated Financial Meeting Prep report.
Debug issues with Financial Meeting Prep
If there's an issue with the Financial Meeting Prep app, you can locate the Request ID and share it with Support for them to debug the issue. Open Microsoft Teams in a browser window and access Developer Tools to locate the Request ID. You can follow either of the following approaches to locate the Request ID:
From the Console tab
Right-click on the Financial Meeting Prep page on the browser and select Dev Tools.
Navigate to the Console tab.
Locate this message: "An Error occurred, please contact us with the following request id:", as shown in the following image.
From the Network tab
Right-click on the Financial Meeting Prep page on the browser and select Dev Tools.
Navigate to the Network tab.
Enter the following filter string: "url: https://afd-mp-prod-global-004-fde-enang7b3hne4ghap.b02.azurefd.net".
Take a screenshot of the Network tab for future reference.
Look for the last request either highlighted in red or with a status code other than 200. This request is usually the failing request. If you can't find an error, select the most recent request.
To open the request details, select it.
Go to the Headers section.
Under Response Headers, look for X-Meetingprep-Request-Id.