FAQs in this section
How do I create an Event?
How do I create an Event from a Deal?
How do I use onsite events?
How do I invite users to an event?
What are onsite events?
What is an Event?
How do I delete an Event?
How do I set up reminders for my events?
How to send an invite for an Event?
How do I create a Google Meet event type?
What are Recurring Events?
How do I create a recurring event?
What are the default event types available in Vtiger CRM?
How do I create custom event types in the CRM?
How do I merge Events?
How do I enable recording and transcripts in Microsoft Teams?
How do I resolve authentication issues with Google, Jio, Teams, Webex, or Zoom in Events?
What steps should I follow to set up duplicate prevention for Events?
Why do I get an error message when setting up a new meeting in Events?
Why am I receiving multiple event confirmation emails from Vtiger?
What actions can I perform in an Event record?
Can I invite someone who is not already a Contact in my CRM to an event?
Can I send event invites using just an email address?
What happens if I type a name that isn’t in the system while creating an event?
Why do I see this error message while creating a Teams Meeting event - Invalid credentials. Revoke access and add again?
How do I integrate Microsoft Teams with Vtiger CRM?
Where can I schedule a Microsoft Teams meeting from in Vtiger?
How do I send a Teams meeting link from a Contact record?
How do I send a Teams meeting link from a Deal record?
How do I track responses from Teams meeting participants in CRM?
Is the Teams meeting recording stored in the Vitger CRM?
Can Teams meetings in CRM sync with Google Calendar?
How do I install the Conference Add-on?
How do I set up a Conference provider in Vtiger?
How do I schedule a Conference from the Events module?
How do I Schedule a Conference from the Contact module?
How do I schedule a Conference from the Deal Module?
How do I schedule a conference from Live Chat?
How do I revoke access to a conference provider in Vtiger CRM?
How do I uninstall the Conference Add-on?
How do I fix missing events after syncing my calendar with Teams?

How do I enable recording and transcripts in Vtiger CRM?

Once you have enabled recordings and transcripts in Microsoft Teams, you must enable it in Vtiger CRM to store them in the Event records.
Follow these steps to enable recordings and transcripts in Vtiger CRM:
  1. Log in to your CRM account.
  2. Click The Main Menu.
  3. Click Essentials.
  4. Click Events.
  5. Click Customize.
  6. Select Recordings and Transcripts
  7. Enable the Recordings and Transcripts toggle.
  8. Click the Sync button in the List View.
  9. Click Revoke Access beside Microsoft Teams.
  10. Re-sync Microsoft Teams with new permissions
The recordings and transcripts will be downloaded when the Events are Held and will be scheduled for downloading during non-working business hours.
 
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