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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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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

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Sales Hub - Contact 2 on at

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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

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Haig Liu Microsoft Employee on at

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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:

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