You can send the Team meeting link from an individual Contact record.
The recipient will accept your request and click on the link you sent to join the meeting.
Follow these steps to create a Teams meeting from the Contacts module:
- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials.
- Select Lead & Contact Management > Contacts. The Contacts page opens.
- Open any Contact record. The Summary View opens.
- Click the More icon on the top right corner of the record.
- Select the Schedule Conference option in the dropdown. The Schedule Conference window opens.
- Enter or select the following information -
- Event Name: Enter a name for your meeting.
- Activity Type: Select Teams Meeting as the activity type from the dropdown.
- Start Date: Choose the date on which the meeting should be scheduled.
- Start Time: Select the time at which the meeting should begin.
- Duration: Enter the expected duration of the meeting (e.g., 30 minutes, 1 hour).
- Click Add. A confirmation window opens.
- Click Send to send the invite to the Contact.
An Event record is created in the CRM with the Microsoft Teams meeting details.