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?
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?
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 send a Teams Meeting from Emails?

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:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Deals.
  5. Open any deal record.
  6. Click the Email icon on the top right corner of the record.
  7. Click the Insert Links dropdown from the Compose Email window.
  8. Select the Schedule Conference option.
  9. Enter the following information:
    • Event Name
    • Activity Type - Teams Meeting
    • Start Date
    • Start Time
    • Duration
  10. Click Add. The meeting information is added to your email.
  11. 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 know more about Email Templates, click here.
  12. Click Send.
To know more about MS Teams integration, click here.
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