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 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?
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 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 the following details in the Schedule Conference window:
- Activity Type - Teams Meeting
- Start Date
- Start Time
- Click Add.
- You can send the Teams Meeting link from:
- the conversation in Web Chats
- an Email compose window
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