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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating Teams meeting...
Customer experience | Sales, Customer Insights,...
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Creating Teams meeting while creating Appointment

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Posted on by matnikr2021 30

Hi,

I have such requirement. To my surprise when customising the appointment forms I can see the Teams meeting fields:

pastedimage1644182037536v1.png

However despite setting their visibility I cannot get the to the forms.

As a workaround I did custom realtime workflow which sets teams meeting to "yes" on record create. (Update Record).

It works well but it adds HTML content to Description Field, which in Email will render to:

pastedimage1644182269966v2.png

1) Is it undocumented feature I am just exploiting?

2) Is there a way to make  this built in fields to show up on a form? (I know I can create other two option set field to fuel the workflow condition, but I am curious why is is like that)

I have the same question (0)
  • Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at

    Is this article helpful?

    https://benitezhere.blogspot.com/2021/01/how-to-create-and-send-a-teams-meeting-from-Microsoft-Dataverse-or-Dynamics-365.html

    https://www.crmcs.co.uk/content/adding-a-microsoft-teams-url-to-a-dynamics-appointment.aspx

  • matnikr2021 Profile Picture
    matnikr2021 30 on at

    I know about these workarounds - but as I said I just found out sort of our of box functionality nobody has explored before. Simply when you set teams meeting option set field to yes with a workflow, appointment becomes teams meeting. My question is rather why it cannot be visible on the form while it is present on the form when you try to customise it.

  • Alina Mihaela Profile Picture
    Alina Mihaela 5 on at

    Hello!

    Did you find anything new on this issue?

    I was able to add the fields on the form today, but teams meeting details are displayed as html in outlook event body.

  • matnikr2021 Profile Picture
    matnikr2021 30 on at

    Nope. It had to be fine for me however for the time being, but I guess our problems are coming to an end anyway - docs.microsoft.com/.../drive-seller-productivity-teams-meeting-integration:

    ...

    As a seller, you can:

    Create and join Microsoft Teams meetings directly from Dynamics 365.

    ...

  • Verified answer
    Dana Martens Profile Picture
    Dana Martens on at

    The following article describes the feature you can enable that leverages these fields. Just enabling the feature should make the option appear on the Appointment form for enabling the meeting as a Teams Meeting:

    docs.microsoft.com/.../join-teams-meeting-from-appointments

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