Microsoft Teams: Difference between revisions

No edit summary
No edit summary
 
(4 intermediate revisions by the same user not shown)
Line 10: Line 10:
<p class="no-margin">
<p class="no-margin">
<strong>Note</strong>:  
<strong>Note</strong>:  
*This integration will work only with the Outlook/Office 365 Calendar integration connected. (as an option, connected under MS Azure system)
*It only works with professional Outlook accounts. Personal ones (like @outlook.com or @hotmail.com) are not supported for online meetings.
*It only works with professional Outlook accounts. Personal ones (like @outlook.com or @hotmail.com) are not supported for online meetings.
*It doesn't matter whether the user uses Calendar or Email notifications enabled for the meeting type — this does not affect how the integration functions.
</p>
</p>
<h2 id="getting-started-with-microsoft-teams-integration"><strong>Getting started with Microsoft Teams integration</strong></h2>
<h2 id="getting-started-with-microsoft-teams-integration"><strong>Getting started with Microsoft Teams integration</strong></h2>
<p>
<p>
1. In [https://secure.simplymeet.me/calendars Calendar Integrations], connect your Outlook/Office 365 calendar.</p>
1. In Integrations & Plugins, choose to '''Enable a Microsoft Teams integration''' and follow the prompts to connect your professional Outlook account.</p>
<p>
<p>
2. In your [https://secure.simplymeet.me/event_types/#/ Meeting Type] settings please make sure that your Outlook/Office 365 calendar is chosen per this meeting type in '''Calendar''' form.
2. In your [https://secure.simplymeet.me/event_types/#/ Meeting Type] settings choose the '''Microsoft Teams''' meeting option from the '''Video meetings''' section.
</p>
<div class="intercom-container">
[[File:Sm ms teams as meeting type new.png|1200px|center|link=https://help.simplymeet.me/images/c/c2/Sm_ms_teams_as_meeting_type_new.png]]
</div>
</div>
<p class="no-margin">
<p class="no-margin">
3. Then choose the <strong>Create an online Microsoft Teams meeting </strong>option from the <strong>Location </strong>dropdown.</p>
3. Now, when someone schedules a new meeting with you, the Microsoft Teams video meeting link will be automatically generated and attached to the event's body in the calendar.
<div class="intercom-container">
[[File:Simplymeet microsoft teams as location.png|1200px|center]]
</p>
</p>
<p class="no-margin">
<p class="no-margin">
4. Please make sure sure that under Notifications tab per this meeting type you have Email Notifications enabled (instead of Calendar Notifications) for integration to work correctly.
When Microsoft Teams integration is enabled and
<strong>Create an online Microsoft Teams meeting </strong>option from the <strong>Location</strong> dropdown in the Meeting Type is selected, the <strong>Web conferencing details provided upon confirmation </strong>text will be visible in the Location details on the scheduling page.
</p>
</p>
<div class="intercom-container">
[[File:Simplymeet client side web location.png|1200px|center]]
</div>
<p class="no-margin">
<p class="no-margin">
5. Click
After the meeting is successfully booked and if you have added <nowiki>{{location}}</nowiki> tag to the "Meeting scheduled" notification the client will receive the link to join the meeting with this notification.
<strong>Save</strong> button.
</p>
</p>
<p class="no-margin">
<p class="no-margin">
6. Now, when someone schedules a new meeting with you, the Microsoft Teams video meeting link will be automatically generated and attached to the event's body in the calendar.
</p>
<p class="no-margin">
</p>
<p class="no-margin">
When Microsoft Teams integration is enabled and
<strong>Create an online Microsoft Teams meeting </strong>option from the <strong>Location</strong> dropdown in the Meeting Type is selected, the <strong>Web conferencing details provided upon confirmation </strong>text will be visible in the Location details on the scheduling page.
</p>
</p>
<div class="intercom-container">
<div class="intercom-container">
[[File:Simplymeet client side web location.png|1200px|center]]
[[File:Teams link in client email sm.png|1200px|center|link=https://help.simplymeet.me/images/a/a6/Teams_link_in_client_email_sm.png]]
</div>
</div>