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?
How do I set up reminders for my events?
How do I create a Google Meet event type?
How do I create a recurring event?
How do I create custom event types in the CRM?
How do I enable recording and transcripts in Microsoft Teams?
How do I enable recording and transcripts in Vtiger CRM?
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?
What are Recurring Events?
What are the default event types available in Vtiger CRM?
How do I delete an Event?
What is an Event?
How to send an invite for an Event?
How do I merge Events?
What actions can I perform in an Event record?
Why am I receiving multiple event confirmation emails from Vtiger?
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?
How do I integrate Microsoft Teams with Vtiger CRM?
Where can I schedule a Microsoft Teams meeting from in Vtiger?
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 send a Teams meeting link from a Contact record?
Why do I see this error message while creating a Teams Meeting event - Invalid credentials. Revoke access and add again?
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 send a Teams meeting link from a Deal record?

You can send the Team meeting link from an individual Deal 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:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Pipeline Management > Deals. The Deals page opens. 
  5. Open any Deal record.
  6. Click the More icon on the top right corner of the record.
  7. Select the Schedule Conference option in the dropdown. The Schedule Conference window opens. 
  8. Enter or select the following information -
    1. Event Name: Enter a name for your meeting.
    2. Activity Type: Select Teams Meeting as the activity type from the dropdown.
    3. Start Date: Choose the date on which the meeting should be scheduled.
    4. Start Time: Select the time at which the meeting should begin.
    5. Duration: Enter the expected duration of the meeting (e.g., 30 minutes, 1 hour).
  9. Click Add. A confirmation window opens. 
  10. Click Send to send the invite.
An Event record is created in the CRM with the Microsoft Teams meeting details.
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