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?
What is the use of Chat tabs in MS Teams?
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?
How can I access Teams Meetings in the CRM?
How can I create a Teams Meeting from the Events module?
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 create a Teams Meeting from the Web Chats module?
How can I deactivate Teams Meetings in the CRM?
Can I change my account ID linked with MS Teams?
What do you mean by SaaS?
What is market place?
What do you mean by subscription?
What is SSO?
Should I have to pay for the SaaS offers?
Can I make an online payment to buy the subscription?
Do I have the option to choose the quantity I would like to purchase?
Is there a free trial option to use the service?
Can I use Vtiger only from MS Teams after subscribing?
How can I buy a Vtiger CRM subscription from Microsoft Marketplace?
What can you do with MS Teams - Bot Reports?
How can I send a Teams Meeting from Emails?
Table of Contents
You can insert and send a Teams meeting link to your contact or co-worker from the Compose Email window.
Let us consider this example from the Deals module.
Follow these steps to create a Teams meeting from the Deals module:
Let us consider this example from the Deals module.
Follow these steps to create a Teams meeting from the Deals module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Select Deals.
- Open any deal record.
- Click the Email icon on the top right corner of the record.
- Click the Insert Links dropdown from the Compose Email window.
- Select the Schedule Conference option.
- Enter the following information:
- Event Name
- Activity Type - Teams Meeting
- Start Date
- Start Time
- Duration
- Click Add. The meeting information is added to your email.
- Add email content in the text window.
- Note: You can also select an existing email template by clicking the Select Email Template button instead of typing it from scratch. To learn more about Email Templates, click here.
- Click Send.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment