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

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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 learn more about MS Teams integration, click here.
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