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Customer experience | Sales, Customer Insights,...
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Send Teams meeting invite on behalf of others

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Posted on by 14
Hi
 
We have a team that solely works with inviting customers on behalf of others from the CRM D365. We have put the organizer field to use and regular meetings works like a charm. 
When we try to invite customers to Team meetings, we encounter problems. We check /Yes/ for Team Meeting and press Save. However, no team link is generated. The /Join Team Meeting/ button becomes available, but it does not work. This issue only occurs when we select others as organizers. How can we fix this so that we can Use CRM to invite customers to Teams-meetings on behalf of others?
 
/Marlene
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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    That's true.
    Based on the documentation said:
    For the join link to be created successfully, the user enabling the meeting for Teams needs to be the meeting organizer. 
    The person who checks Team Meeting /Yes/ and saves should be the same as the organizer in order to generate a teams link successfully.

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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