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

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Follow these steps to create a Teams Meetings from the Contacts module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. Open any contact record.
  6. Click the More icon on the top right corner of the record.
  7. Select the Schedule Conference option in the dropdown.
  8. Enter the following information:
    • Event Name
    • Activity Type - Teams Meeting
    • Start Date
    • Start Time
    • Duration
  9. Click Add.
  10. Click Send to send the invite to the contact.
To know more about MS Teams integration, click here.
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