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How to create a Microsoft Teams meeting directly from Dynamics 365 CRM
13 December 2022
With many organisations continuing to adopt a hybrid working model, a large proportion of meetings with customers are being held virtually.
Microsoft has now brought Teams meetings into the Dynamics 365 CRM world. This new feature enables you to create a Teams meeting directly from within your Dynamics 365 CRM application, without the need to switch between applications.
How to create a Teams Meeting from within Dynamics 365 CRM
1. Create an Appointment in the Dynamics 365 area using one of the following methods:
From My Activities list under the ‘My Work’ section
On the timeline of the associated record (e.g. Opportunity)
2. Once you have created your appointment, the below box will appear.
Simply slide the ‘Teams Meeting’ button over to Yes.
NOTE: If you do not see this toggle switch, please contact your system administrator who will be able to amend the form to include this.
3. Press Save and Close and your meeting will then be synced to your Outlook calendar, as well as Teams. The meeting will have the standard joining instructions you are used to.
NOTE: The system defaults to a meeting duration of 30 minutes. It is easy enough to choose one of the duration options provided, or type in your own.
When entering manually, the numeric value should represent the number of minutes, for example 57 minutes.
Microsoft Dynamics 365 CRM
Deliver dynamic insights to transform your sales team and build lasting customer relationships
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team to find out more.