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How do I use Microsoft Teams Meetings from Vtiger's Events module?

Table of Contents
Follow these steps to create a Teams Meetings from the Events module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Events.
  5. Click +Add Event.
  6. Enter the following mandatory information:
    • Name
    • Activity Type - Teams Meeting
    • Start Date & Time 
    • End Date & Time
    • Participants
  7. You can add other details like Agenda, Location, etc.
  8. Click Save.
Participant status in the CRM
When an event is marked as ‘Held ’, Vtiger CRM fetches the participants list from Teams and updates the Invitee status in the CRM's event record to ‘Joined ’ for those who joined the meeting.
Note: Participants who joined but were not invited will not be listed in the Event. 

Meeting recording link in the CRM
When a user changes the event status to ‘Held ’, Vtiger CRM connects to MS Teams and fetches the meeting recording URL. This URL is stored in the Recording Link field in the CRM's event record. 
Note: Your MS Teams plan should have a recording feature for the link to appear in Vtiger CRM’s event record.
 
Note: Your MS Teams plan should have a recording feature for the link to appear in Vtiger CRM’s event record.
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