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How can I access Teams Meetings in the CRM?

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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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