How do I schedule a Conference from the Deal Module?

You can schedule a conference from an individual Deal 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 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. Select and click to open the Deal record for whom you want to set up a meeting.  The Summary View opens. 
6. Click More.
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 the required meeting 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.

An Event record is created in the CRM with the meeting details and linked to the Deal record.