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Customer experience | Sales, Customer Insights,...

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Post-Meeting Email with Recorded Session Link in Dynamics 365 customer insights journeys

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Posted on by CU07100645-0

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I created a journey for a Teams meeting in Dynamics 365 Customer Insights.

How can I send a Post meeting email to attendees, that includes the recorded session link, along with the necessary permissions for them to access it?

Any help please ?

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Hamza H 1,826 Super User 2026 Season 1 on at

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Upload the Teams meeting recording to OneDrive or Stream.

Set the sharing permissions so attendees can access it (e.g., "Anyone with the link" or restricted to attendees' emails).

In Customer Insights - Journeys, add an email step after the event.

Include the recording link in the email content and personalize it as needed using dynamic fields.

Activate the journey to send the post-meeting email automatically.

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