How do I insert a Teams meeting link in an email?

You can insert and send a Team meeting link to your contacts or co-workers from the Compose Email window (everywhere in the CRM). You can send the link from:

• The List View of a record
• The Summary View of a record

Follow these steps to create a Team meeting from

1. Log in to the CRM.
2. Navigate to any record (e.g., Contacts, Deals, etc.) in the CRM.
3. Click the Email icon from either:
   1. The List View (hover over a record), or
   2. The Summary View (top-right corner).
4. Click the Insert Links dropdown from the Compose Email window.
5. Select the Schedule Conference option.
6. 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).
7. Click Add. The meeting information is added to your email.
8. Add email content in the text window.
9. Click Send.

An Event record is created in the CRM with the Microsoft Teams meeting details. You can view the sent email in the Activity section of the respective record.