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Microsoft Dynamics 365 | Integration, Dataverse...
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PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS

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Posted on by 5
Good dear.

I have a problem when making a schedule through Activities (appointments). It happens that when I indicate that the meeting will be by teams, it does not generate any link to meet, if I schedule the appointment in my calendar but the link of the meeting does not appear.

Can you help me what to do.

Thank you very much.


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I have the same question (2)
  • Leah Ju Profile Picture
    Microsoft Employee on at
    RE: PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS

    Hi Jhontan,

    1.Have you enabled Teams meeting integration in dynamics 365?

    https://learn.microsoft.com/en-us/dynamics365/sales/teams-integration/enable-teams-meeting-integration#enable-teams-meeting-integration 

    --In the Sales Hub app, on the lower-left corner of the screen, select Change area > App Settings.

    --From the site map, select Teams Meetings (preview).

    --Turn on Show Dynamics 365 data in Teams meetings (preview).

    pastedimage1668667976536v1.png

    2.Do you have licences that meets the following conditions?

    pastedimage1668669125012v2.png

    3.Creating one new appointment and Turn on Teams meeting.

    pastedimage1668669488867v3.png

    Then you can perform one of the following actions to join a Teams meeting from Dynamics 365

    • On the command bar at the top, select Join Teams Meeting.
    • In the Teams meeting field, select Join Teams Meeting.
    • Go to the Description area, hold the Ctrl key, and select Click here to join the meeting.
  • Jhontan Perlaza Profile Picture
    5 on at
    RE: PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS

    Hello, thank you very much for your answer.

    You should continue with the problem, previously you had already done step 1. Enabling integration of Teams meetings in Dynamics 365

    Regarding question 2. I have a Microsoft E3 license and I understand that they have Dynamics + Teams, since I can do team meetings from my Outlook without problem.

    With point 3. The problem is that it generates the appointment, sends it and schedules it in my Outlook calendar but when I see the message it never generates the LINK/URL for the team meeting, if it appears meeting teams but not There is a hyperlink that allows me to link it by clicking on it, nor does the text of teams appear in the body of the message.

  • Jhontan Perlaza Profile Picture
    5 on at
    RE: PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS
    Hello, thank you very much for your answer.
    
    I continue with the problem, previously you had already done step 1. Enable the integration of Teams meetings in Dynamics 365

    pastedimage1668695128328v1.png Regarding question 2. I have a Microsoft E3 license and I understand that they have Dynamics + Teams, since I can do team meetings from my Outlook without problem. With point

    pastedimage1668695171678v2.png

    3. The problem is that it generates the appointment, sends it and schedules it in my Outlook calendar but when I see the message it never generates the LINK/URL for the team meeting, if it appears team meetings but there is no hyperlink that allows me to link it by clicking on it, nor does the equipment text appear in the body of the message.

    pastedimage1668695202449v3.png
    pastedimage1668695257938v4.png
  • Leah Ju Profile Picture
    Microsoft Employee on at
    RE: PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS

    Hi Jhontan,

    It's so strange.

    Maybe you can check the following:

    1.Check if you can see the TEAMS in app launcher:

    pastedimage1669273931412v2.png

    2.Try to turn off and turn on the setting again

    pastedimage1669273984761v3.png

    3.Make other users(with administrator role) to test it.

    4.Try to clear browser cache or use browser privacy mode or change other browsers.

    If it still doesn't work, I suggest you create a support ticket for professional assistance following the below procedure.

    Get Help + Support - Dynamics | Microsoft Docs

  • Suggested answer
    CK-24100802-0 Profile Picture
    2 on at
    PROBLEM GENERATING LINK FOR TEAMS MEETING THROUGH APPOINTMENT IN DYNAMICS
    We are facing the same issue here.
    As a workaround, try adding the out-of-the-box Customer Service Representative role to the User that is creating the teams appointment.
    Then, create a teams appointment, it will work.
    And then, remove the additional role, it will continue to work.
    I don't know why, but we found (by accident) that this role triggers something.

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