FAQs in this section
How can I uninstall the MS Teams extension in Vtiger CRM?
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 send a Teams Meeting from Emails?
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?
What is MS Teams?
What are the benefits of MS Teams and Vtiger CRM integration?
Can I install the MS Teams add-on manually?
How can I activate MS Teams in Vtiger CRM?
How can I install 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?
What is the use of Chat tabs in MS Teams?
How can I install the MS Teams extension manually in Vtiger CRM?
What can I do using the Vtiger CRM app in MS Teams?
Can I do host meetings using MS Teams?
How can I create a Teams Meeting from the Web Chats module?
Table of Contents
Follow these steps to create a Teams meeting from the Web Chats module:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Help desk.
- Select Web Chats.
- In the live chat console, click on any conversation.
- Click on the More icon on the top right of the conversation.
- Select the Schedule Conference option in the dropdown.
- Fill in the following details in the Schedule Conference window:
- Subject
- Activity Type - Teams Meeting
- Start Date
- Start Time
- Duration
- Click Add.
- You can send the Teams Meeting link from:
- the conversation in Web Chats
- an Email compose window
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