Create and Join Teams Meetings from Appointment in Dynamics 365 CRM

Introduction:

In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will learn about the functionality of Join team meetings from appointment in model-driven app feature. With this feature, users will be able to add and join Microsoft Teams meeting to the appointment in Dynamics 365 CRM itself.

Users can enable the feature from the environment by navigating to the Power Platform Admin Center i.e. https://admin.powerplatform.microsoft.com/ as shown below:

Environment -> Settings -> Features.

How does it work?

• On the activity entity select an activity type appointment from the ribbon bar to create a team meeting.

• Once the appointment form is opened, user can see the Teams Meeting field present on the form. To add and join the team meeting link from the appointment the below highlighted field should be set to Yes.

• To access this feature make sure that Microsoft Team’s is included in user’s current subscription plan. If it is not…

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