Exercise - Build a Copilot-ready team for Relecloud's account managers

Completed

Relecloud's account managers are prepping for a sensitive customer negotiation and need one properly configured team plus a Teams meeting policy that gives them Copilot recaps only when a transcript is saved. You've just learned what team creation actually provisions and how the two Copilot-gating settings work together—now build both yourself.

Important

Prerequisites for this exercise:

• Access to a Microsoft 365 E5 (or E7/Frontier Suite) tenant with Microsoft Teams admin permissions.
• Microsoft Teams PowerShell module installed and connected (Connect-MicrosoftTeams).
• At least two additional user accounts to add as an owner and a member of the new team.

If your lab tenant limits meeting-policy changes, complete Task 1 and read through Task 2 to see the exact PowerShell parameter combination that gates Copilot on saved transcripts.

Task 1: Create the team and add a channel

1. Sign in to the Microsoft Teams admin center at admin.teams.microsoft.com with your Teams admin account.
2. Select Teams > Manage teams, then select Add > Team.
3. Name the team Relecloud Account Managers – Contoso Deal, add a short description, choose the Private template, and select Apply.
4. On the new team's page, select Members, add a second account as Owner, and add at least one other account as Member. Save the changes.
5. Select Channels > Add, name the channel Contoso negotiation, set it to Private, and select Apply.
6. Confirm the channel appears with the correct owners and members—private channels create their own membership scoped to the deal.

Task 2: Configure a Teams meeting policy that gates Copilot on saved transcripts

1. In a PowerShell session on your admin workstation, connect to Teams:

   Connect-MicrosoftTeams
   

2. Create a new meeting policy that turns transcription on and requires a saved transcript for Copilot:

   New-CsTeamsMeetingPolicy -Identity "Relecloud-AM-Copilot-With-Transcript" `
       -AllowTranscription $true `
       -Copilot "EnabledWithTranscript"
   

3. Assign the policy to the team's owners and members. For example, to grant it to one account:

   Grant-CsTeamsMeetingPolicy -Identity "am1@relecloud-ai.com" `
       -PolicyName "Relecloud-AM-Copilot-With-Transcript"
   

4. Confirm the assignment landed by inspecting the user's effective policy:

   Get-CsUserPolicyAssignment -Identity "am1@relecloud-ai.com" -PolicyType TeamsMeetingPolicy
   

5. Reflect: with this policy, an account manager who starts a meeting without saving the transcript sees no Copilot. The two settings—-AllowTranscription $true and -Copilot EnabledWithTranscript—only unlock Copilot together, and that's exactly the guardrail Relecloud wants around the Contoso deal.

You've now built the team, scoped the private channel, and locked Copilot to saved-transcript meetings—the same setup Relecloud's account managers need to negotiate safely with Copilot's help.