Creating Teams meeting while creating Appointment

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Posted on by matnikr2021

Hi,

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

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:

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)

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Dana Martens on at

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RE: Creating Teams meeting while creating Appointment

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
matnikr2021 30 on at

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RE: Creating Teams meeting while creating Appointment

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.

...
Alina Mihaela 5 on at

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RE: Creating Teams meeting while creating Appointment

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 30 on at

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RE: Creating Teams meeting while creating Appointment

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.
Yoshika Suzuki on at

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RE: Creating Teams meeting while creating Appointment

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