If you no longer want to use a specific meeting provider (e.g., Microsoft Teams or Zoom), you can revoke its access without having to uninstall the entire Conference Add-on.
Follow these steps to revoke access:
- Log in to the CRM.
- Go to the Main Menu.
- Select Essentials > Events. The Events List View opens.
- Click the Sync button on the top right. The Sync window opens.
- Locate the provider you want to disconnect (e.g., Microsoft Teams, Zoom).
- Click Revoke Access next to the provider's name. A confirmation window appears.
- Click Revoke Access again to confirm.
You will no longer be able to schedule new meetings using the disconnected provider. Event records already created will still be available in the CRM and will retain the meeting details.