Follow these steps to create a Teams Meetings from the Events module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Events.
- Click +Add Event.
- Enter the following mandatory information:
- Name
- Activity Type - Teams Meeting
- Start Date & Time
- End Date & Time
- Participants
- You can add other details like Agenda, Location, etc.
- Click Save.
To learn more about MS Teams integration,
click here.