Connecting your Microsoft Teams account lets you generate dynamic meeting links automatically, saving you from doing it by hand each time you schedule a meeting. Once Teams is set as a meeting location in your calendar settings, a unique Teams link will be generated for each new booking and included in the calendar invite.

Connecting Microsoft Teams

To connect your Microsoft Teams account, follow these steps:

Navigate to Calendars > Calendar Settings > Connections to begin.

From here, go to the Video Conferencing tab, then click Add New. This lets you add new meeting platforms to your scheduling setup.

Select Connect next to the Microsoft Teams option.

Sign in with your Microsoft Teams credentials to complete the connection. This will securely link your Microsoft Teams account with the CRM so it can generate meeting links automatically for scheduled appointments.

Your account will then appear in the Video Conferencing section of your Calendar Connections, where you can manage the integration at any time.

With Microsoft Teams connected, every booking will automatically include a Teams link, saving you time and reducing the chance of errors in your scheduling.

✍️Important Notes

  • Only Microsoft Teams for Work and School accounts are eligible for integration.
  • Connecting an Outlook calendar does not automatically link to Microsoft Teams; this requires a separate connection under video conferencing.
  • To view appointments on your Outlook calendar, ensure both the calendar is connected and selected as the linked calendar.
  • Each user can connect only one Microsoft Teams integration per account; however, multiple users can integrate the same Teams account to host meetings.
  • The Microsoft Teams integration is supported by Personal Booking, Round Robin, Service Calendar, and Collective Calendar.
  • To use dynamic meeting links, be sure to select the connected account as the meeting location in the calendar you're configuring