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Customer experience | Sales, Customer Insights,...

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Appointment sync with outlook meeting

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Posted on by JeffGreenrc

Hi,

I have requirement to generate calendar meeting and send to Customers (Contact) and Partners (Contact) email addresses in it. I want to use standard Appointment Activity for it.

I want to know how it can send meeting to Customers and Partners on their email addresses. Along with this, i also want to generate Microsoft team meeting URL, so that they can click on it and join from the meeting.

Thank you

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empath-e CRM 1,136 on at

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You should be able to achieve this easily enough using Flows in Power Automate. If you search for the Team connector there are several Templates that may help you get started.

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