You can schedule a conference from an individual Contact record, and the recipient will receive the invite via email. They can accept your request and click on the link you sent to join the meeting
Follow these steps to create a conference schedule 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.
- Select and click to open the Contact record for whom you want to set up a meeting. The Summary View opens.
- Click More.
- 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 and is automatically linked to the corresponding Contact record.