Customer Engagement & Dynamics CRM Forum

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

Hi Hugh

Full disclosure, I haven't tried this yet but just read your post and had a thought,

I would be tempted to write a Power Automate flow that would be triggered on the "create" of a D365 appointment.
One of the action steps would be to create a Teams meeting (Power Automate has a Teams connector) with the same details
Write back the Teams meeting link to the D365 appointment.

Querying and setting the recipients might be a be tricky but it should be doable.

Just an idea.

Cheers
Nick

------------------------------
Nick Doelman
Microsoft MVP
Power Platform/Dynamics 365 Specialist
Nick Doelman Co.
Ottawa ON
------------------------------

Original Message:
Sent: May 14, 2020 02:44 PM
From: Hugh Konigsmark
Subject: Meeting record for a Teams meeting

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

Hi @Hugh Konigsmark,

Timely question.

I like @Nick Doelman 's idea - but I don't think there is a flow action for creating a Teams Meeting. Someone with more skills than me might be able to create a Logic App that ​does the trick? You could also use an unattended UI Flow to do this i think - you could have a checkbox for "Schedule as a Teams Meeting" that triggers a UI flow to open the record once it syncs with Outlook and schedule it as a Teams meeting.

Most organizations that we support use the approach you are currently using: use Outlook to schedule meetings, and track those meetings into D365. Using the new Outlook App makes this a little easier than the older Outlook client.

------------------------------
Geoff Ables
Managing Partner
C5 Insight
Charlotte NC
------------------------------

Original Message:
Sent: May 14, 2020 02:44 PM
From: Hugh Konigsmark
Subject: Meeting record for a Teams meeting

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

Thanks @Geoff Ables for keeping me honest.  I just took a look and while there is a bunch of flow actions in the Teams connector, creating a new meeting is not one of them.  (might be a good suggestions for the Microsoft idea's site, I would up vote it.)

Cheers
Nick​

------------------------------
Nick Doelman
Microsoft MVP
Power Platform/Dynamics 365 Specialist
Nick Doelman Co.
Ottawa ON
------------------------------

Original Message:
Sent: May 15, 2020 09:42 AM
From: Geoff Ables
Subject: Meeting record for a Teams meeting

Hi @Hugh Konigsmark,

Timely question.

I like @Nick Doelman 's idea - but I don't think there is a flow action for creating a Teams Meeting. Someone with more skills than me might be able to create a Logic App that ​does the trick? You could also use an unattended UI Flow to do this i think - you could have a checkbox for "Schedule as a Teams Meeting" that triggers a UI flow to open the record once it syncs with Outlook and schedule it as a Teams meeting.

Most organizations that we support use the approach you are currently using: use Outlook to schedule meetings, and track those meetings into D365. Using the new Outlook App makes this a little easier than the older Outlook client.

------------------------------
Geoff Ables
Managing Partner
C5 Insight
Charlotte NC

Original Message:
Sent: May 14, 2020 02:44 PM
From: Hugh Konigsmark
Subject: Meeting record for a Teams meeting

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

Agreed - great suggestion to make. I can see a use case for this much more than using a Power Automate to create a new Channel for example.

And, truth-be-told @Nick Doelman ... I had to jump onto Power Automate to see if it was available too. :)​

------------------------------
Geoff Ables
Managing Partner
C5 Insight
Charlotte NC
------------------------------

Original Message:
Sent: May 15, 2020 09:55 AM
From: Nick Doelman
Subject: Meeting record for a Teams meeting

Thanks @Geoff Ables for keeping me honest.  I just took a look and while there is a bunch of flow actions in the Teams connector, creating a new meeting is not one of them.  (might be a good suggestions for the Microsoft idea's site, I would up vote it.)

Cheers
Nick​

------------------------------
Nick Doelman
Microsoft MVP
Power Platform/Dynamics 365 Specialist
Nick Doelman Co.
Ottawa ON

Original Message:
Sent: May 15, 2020 09:42 AM
From: Geoff Ables
Subject: Meeting record for a Teams meeting

Hi @Hugh Konigsmark,

Timely question.

I like @Nick Doelman 's idea - but I don't think there is a flow action for creating a Teams Meeting. Someone with more skills than me might be able to create a Logic App that ​does the trick? You could also use an unattended UI Flow to do this i think - you could have a checkbox for "Schedule as a Teams Meeting" that triggers a UI flow to open the record once it syncs with Outlook and schedule it as a Teams meeting.

Most organizations that we support use the approach you are currently using: use Outlook to schedule meetings, and track those meetings into D365. Using the new Outlook App makes this a little easier than the older Outlook client.

------------------------------
Geoff Ables
Managing Partner
C5 Insight
Charlotte NC

Original Message:
Sent: May 14, 2020 02:44 PM
From: Hugh Konigsmark
Subject: Meeting record for a Teams meeting

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

This suggestion has been added to the MS Ideas listing, I would appreciate a Vote Up from everyone interested in this.
https://experience.dynamics.com/ideas/idea/?ideaid=4e337dfd-5098-ea11-8b71-0003ff68a297

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------

Original Message:
Sent: May 14, 2020 02:44 PM
From: Hugh Konigsmark
Subject: Meeting record for a Teams meeting

In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams meeting application.  We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook.  They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.

Does anyone have a better solution for this issue?  Is Microsoft planning on addressing this need to have the Teams web meeting invite as a part of the Appointment/Meeting record in D365?

------------------------------
Hugh Konigsmark
Global CRM/CPQ Director
Bray International, Inc.
Houston TX
------------------------------