Third-party compliance recording for Microsoft Teams calls and meetings

APPLIES TO: Meetings Webinars Calls

Compliance recording overview

Compliance recording is the process of recording and storing communications in a way that follows local, national, and global regulatory requirements.

Microsoft Teams is enhanced to offer compliance recording of call and meeting communications by supporting integrations with certified, third-party, compliance recording solutions.

Using a partner solution to record Teams calls, meetings, and events allows corporate compliance officers to securely collect necessary communications in the manner required to meet regulated compliance and legal obligations (such as MiFID II, Dodd-Frank, FDCPA, HIPAA, GDPR, etc.).

Compliance recording partner solutions are integrated with Teams as shown in the following diagram:

The Graph API supporting the third-party application’s recording status is available in the following national cloud deployments:

This solution is designed specifically to turn on policy-based compliance recording with Teams. Any other use of this solution isn't supported.

Supported compliance recording capabilities

As a Teams communications admin, with a third-party compliance recording solution, you can specify when to capture calls, meetings, and events for subsequent processing and retention, in accordance with relevant corporate or regulatory policies. From the available APIs and third-party compliance recording solutions, the following capabilities are supported.

For general Teams recording capabilities, see Teams recordings

Considerations

Compliance recording isn't supported for:

• E911 emergency calling services
• Users operating in Survivable Branch Appliance mode
• PSTN Calls for India users

Large Meetings

The Compliance Recording platform supports meeting sizes up to 250 users in paired bot mode. Larger meeting sizes might have performance implications and will be addressed with a future update.

Call queues

Inbound call queue calls are recorded where users have an assigned compliance recording policy. Some routing methods might involve usability concerns with multiple announcements.

Supported notification methods

Users with an assigned compliance recording policy know that their digital interactions with Teams are being recorded. Depending on the third-party recording solution and how it's configured, users may not be able to disable the recording and may not have access to the recording.

Compliance recording notifications are supported for the Teams client experiences. The experiences can be both visual and audio.

Teams clients - visual notice

• Desktop/web
• Mobile (iOS/Android)
• Teams Phones
• Teams rooms

Other endpoints - audio notice

• SIP phones
• Skype for Business
• Audio conferencing (audio notice in dial-in number's default or user-selected language)
• PSTN callers (audio notice in Teams user's default language)

Recorder development

The solution for Teams compliance recording is achieved through Microsoft’s third-party partners who develop compliance recording bots, and pair the bot with their recording solution. Each partner solution varies, but each partner uses the same key Graph APIs, an application instance, and a compliance recording policy.

For a sample of developing a compliance recording bot, see deploying and testing a sample bot.

Third-party compliance recording partners

Microsoft created a compliance recording for Microsoft Teams certification program while making Teams APIs available for partners to develop and integrate compliance recording solutions. This program provides customers with the assurance that each participating partner's solution is tested and verified to provide the quality, compatibility, and reliability expected from a Microsoft solution.

The following site lists current partners with certified their compliance recording solution for Microsoft Teams: Modern Work for Partners - Compliance Recording Solutions

Microsoft only supports compliance recording solutions from the listed certified partners. If there are enablement or operational issues, you must contact your compliance recording partner first. If the partner determines the issue is with Microsoft, they might ask you to raise a case with Microsoft, providing context of the investigation completed by the partner. If needed, the partner can bring the issue to Microsoft through their Microsoft support channel. Microsoft might reject support cases where a non-certified Compliance Recording solution is used, or if investigation shows that the issue is one the partner can address.

If you're a vendor seeking to join the certification program, fill out the calling platform intake as the next step. Calling Platform Intake

Create and manage your compliance recording policy

Once a compliance recording solution is in place, a Teams admin can create and assign recording policies to control which users are recorded and which recorder is used for each user. Recorders are automatically invited to participate in conversations based on the configuration of these policies when a communication interaction takes place. Compliance recording policies are managed using Microsoft PowerShell and can be applied at the tenant, per-user, and security group level for each organization. You can find more information on Microsoft Learn for Meeting policies, calling policies and group policies.

1. Create an application instance in your tenant.

   New-CsOnlineApplicationInstance -UserPrincipalName [email protected] -DisplayName ComplianceRecordingBotInstance -ApplicationId fcc88ff5-a42d-49cf-b3d8-f2e1f609d511
   

   Example results

   • RunspaceId : 4c13efa6-77bc-42db-b5bf-bdd62cdfc5df
   • ObjectId : 5069aae5-c451-4983-9e57-9455ced220b7
   • TenantId : 5b943d7c-5e14-474b-8237-5022eb8e0dc9
   • UserPrincipalName : [email protected]
   • ApplicationId : fcc88ff5-a42d-49cf-b3d8-f2e1f609d511
   • DisplayName : ComplianceRecordingBotInstance
   • PhoneNumber :

   Sync-CsOnlineApplicationInstance -ObjectId 5069aae5-c451-4983-9e57-9455ced220b7
   

2. Create a Compliance Recording policy.

   New-CsTeamsComplianceRecordingPolicy -Identity TestComplianceRecordingPolicy -Enabled $true -Description "Test policy created by tenant admin"
   

   Example results

   • Identity : Global
   • ComplianceRecordingApplications : {}
   • Enabled : True
   • WarnUserOnRemoval : True
   • Description : Test policy created by tenant admin

   Set-CsTeamsComplianceRecordingPolicy -Identity TestComplianceRecordingPolicy `
   -ComplianceRecordingApplications @(New-CsTeamsComplianceRecordingApplication -Id 5069aae5-c451-4983-9e57-9455ced220b7 -Parent TestComplianceRecordingPolicy)
   

   See Set-CsTeamsComplianceRecordingPolicy.

3. Assign the Compliance Recording policy to a user.

   Grant-CsTeamsComplianceRecordingPolicy -Identity [email protected] -PolicyName TestComplianceRecordingPolicy
   

   See Grant-CsTeamsComplianceRecordingPolicy.

   Get-CsOnlineUser [email protected] | select SipAddress, TenantId, TeamsComplianceRecordingPolicy | fl
   

   Example

   • UserPrincipalName : [email protected]
   • TenantId : 5b943d7c-5e14-474b-8237-5022eb8e0dc9
   • TeamsComplianceRecordingPolicy : TestComplianceRecordingPolicy

Certified compliance recording partners

Microsoft manages a compliance recording for Microsoft Teams certification program. This program provides customers with the assurance that each participating partner's solution is tested and verified for quality, compatibility, and reliability.

A list of partners certified to deliver compliance recording with Microsoft Teams follows:

Related topics 

• Teams Recordings - Microsoft Teams | Microsoft Learn