FAQs in this section
What is MS Teams?
What are the benefits of MS Teams and Vtiger CRM integration?
How can I activate MS Teams in Vtiger CRM?
How can I install the Vtiger CRM app in MS Teams?
Can I install the MS Teams add-on manually?
How can I install the MS Teams extension manually in Vtiger CRM?
What can I do using the Vtiger CRM app in MS Teams?
How can I add Vtiger Dashboard to my team channel?
How can I deactivate MS Teams in Vtiger CRM?
How can I uninstall the Vtiger CRM app in MS Teams?
How can I uninstall the MS Teams extension in Vtiger CRM?
Can I do host meetings using MS Teams?
How can I activate Teams Meetings in Vtiger CRM?
How can I create a Teams Meeting from the Events module?
What happens to the participant status in Teams Meeting when an event is marked as held?
Can I get the recording link of the Teams Meeting?
How can I create a Teams Meeting from the Contacts module?
How can I send a Teams Meeting from Emails?
How can I create a Teams Meeting from the Web Chats module?
What is the use of Chat tabs in MS Teams?
How can I deactivate Teams Meetings in the CRM?

How can I access Teams Meetings in the CRM?

Once you activate Teams Meetings by installing the Conference extension, you can schedule meetings without leaving the CRM. Host sales demos, training sessions, weekly sales meetings, and other events in just a click! 

Teams Meetings is available as the following:
  • Contacts - Schedule Conference option
  • Deals - Schedule Conference option
  • Emails - Insert Links option
  • Events - Activity Type dropdown
  • Web Chats - Schedule Conference option
Note: In Vtiger CRM, the Schedule Conference field refers to a meeting you want to schedule with your contact.

To know more about MS Teams integration, click here.
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