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?
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 access Teams Meetings in the CRM?
How can I deactivate Teams Meetings in the CRM?

How can I create a Teams Meeting from the Events module?

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