How to create a teams meeting in the appointment form and send to attendees via Email

(0) Share

Report

Posted on by Patrick HAJYE

Hi all,

I try to create a Microsoft teams meeting, I cannot find the field "Teams meeting"

The second point, If I create an appointment in Dynamics 365, it's not synchronised with my Outlook Calendar.

If I can create a Ms teams meeting in Dynamics, my attendees will receive an e-mail from Dynamics ?

Thank you

I have the same question (0)

All responses (5)

Answers (3)

Verified answer

Mohamed GRAIB 2,504 Moderator on at

Like (1)

Report

Hi Patrick,

About your first issue, if you don't see the field, you must navigate to make.powerapps.com then select the appointment table>Forms and add the field in your Form.

To synchronise appointments with Outlook, you must just configure your mailbox and select Dynamics 365 for outlook in the Appointments and activities option.

To send the invitation, I think that you will create a workflow or a Power automate cloud flow. I'm not sure that the invitation will be send automatically.

Please mark the answer as verified if that's helpful for you.

Was this reply helpful? Yes No
Patrick HAJYE 20 on at

Like (0)

Report

Thank you for replying,

Can you please show me where I configure the mailbox and the workflow ?

Thank you

Was this reply helpful? Yes No
Verified answer

Mohamed GRAIB 2,504 Moderator on at

Like (1)

Report

Hi Patrick,

To synchronise your appointments with your outlook just go to Advanced setting> E-mail configuration>Mailboxe then select Dynamics 365 for outlook in your mailboxes

About the workflow, just follow this link :

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes?view=op-9-1

Hope that's helpful for you.

Please mark answers as verified if that's resolve your problem.

Was this reply helpful? Yes No
Patrick HAJYE 20 on at

Like (0)

Report

Thanks very much Mohammad,

Do you have any suggestion how the attendees will acess to the meet when they receive the e-mail ?

Was this reply helpful? Yes No
Verified answer

Mohamed GRAIB 2,504 Moderator on at

Like (1)

Report

Hi Patrick,

You can configure your template email in the workflow,

The same method if you will create a Power automate flow.

Please mark the answer as verified if that's resolve your problem

Was this reply helpful? Yes No