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Appointment is not sync to Teams and not sent to participant

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Posted on by Sales Hub - Contact

I am using Sales Hub with Viva Sales.

I set an appointment from Sales Hub , Checked the Teams button and saved. The toggle on Sales Hub integration with Teams is turned on.

I was able to launch the Teams meeting from Sales Hub but:

1. I would expect that the meeting will sync to my Teams app - it didn't happen.

2. The appointment was not sent to the required meeting participant (contact with gmail account), so I had to invite him into the meeting in person.

I was able to get meeting invite and emails to the contact related Teams/Mail box when setting the meeting/send email from Teams APP/ Outlook respectively.

what do I miss?

Thanks,

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Haig Liu Microsoft Employee on at

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Appointment is not sync to Teams and not sent to participant

Hi Partner,

1.Please open power apps or any of the Dynamic 365 applications and click on the gear icon in the upper right corner and go to Advanced Settings:

2.Click on Settings above to expand the All tab and click into the Administration tab:

3.Click to open System Settings:

In addition, if you need to adjust your personal settings you can also find them in the upper right corner of the Advanced Settings:
Sales Hub - Contact 2 on at

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Appointment is not sync to Teams and not sent to participant

Hi

@ Haig Liu - Thanks for your reply, I checked both configurations below.

Server - Side sync was in place. I am not getting the invite into my Teams which is using same user as Dynamic 365, so I believe that 2nd link is less relevant for now.

I found the below instruction but I couldn't find how to get there to check the configuraiton:

https://learn.microsoft.com/en-us/dynamics365/outlook-addin/admin-guide/configure-synchronization-appointments-contacts-tasks
Suggested answer

Haig Liu Microsoft Employee on at

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Appointment is not sync to Teams and not sent to participant

Hi,

Please check your sync settings:

https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/enable-teams-meeting-integration#enable-teams-meeting-integration

For sending email invitations, please refer to this thread:

https://community.dynamics.com/forums/thread/details/?threadid=c59c1622-beaa-42f4-a37a-f52fb879cddd