![]() Just like in Outlook, you can assign one or more categories to each meeting in your calendar. Assign categories to a meetingĬolor code your calendar with categories. For how to add these details when scheduling in Teams, see Add a dial-in number for a meeting in Teams. If you schedule the meeting from Outlook, the dial-in number and conference ID automatically appear in the scheduled meeting invite. Include a dial-in number and conference ID so that participants can call in to the Teams meeting. This will close the scheduling form and send an invite to everyone's Outlook inbox. Once you're done filling out the details, select Save. Use the Scheduling Assistant to find a time that works for everyone. The scheduling form is where you'll give your meeting a title, invite people, and add meeting details. Go to Calendar on the left side of the app and select New meeting in the top right corner. You can't schedule a meeting from a meeting chat. Select Schedule a meeting in a one-on-one or a group chat (below the box where you type a new message) to book a meeting with the people in the chat. There are several ways to schedule a meeting in Teams: Invitees can also join a meeting that already has 1,000 participants (up to 10,000) as view-only attendees. EWS connection for Microsoft emails is available only from the Pro planģ) The web application uses Modern Authentication to connect your mailbox.Ĥ) If the email authentication fails, follow these steps to troubleshoot email connectivity issuesĥ) Microsoft has deprecated support for basic authentication and by default, we have disabled SMTP and moved to Graph API so you can connect your email in a more secure and stable manner.Note: Up to 1,000 invitees can join a Teams meeting and interact by using chat, audio, and video. So please make sure EWS is enabled in your mailbox. Once the email is connected successfully you will see the below settingsġ) Please make sure your mailbox has API access enabled.Ģ) If your IT team has restricted API access to your mailbox then you can use Exchange Web Services (EWS) to connect your mailbox. You can use your account's bcc email address to push required emails to the CRMĬlick Connect email to grant a set of access permissions to your web applications. The incoming emails received in the mailbox will not be synced automatically. If you don’t want the automatic sync of all incoming emails related to your contacts, you can opt 1-way sync. This is usually recommended as you can access the entire email thread in both your CRM and the primary mailbox.ġ-way sync: This option is useful when you want to limit the number of emails that are sent to the web application from the mailbox. ![]() Opt between 2-way sync and 1-way sync and then you will be directed to the Microsoft sign-in page.Ģ-way sync (This is the default option): Choosing this option to sync both Incoming and outgoing emails between the Mailbox and the CRM. This brings up the pop up where you can configure your email sync. This opens the Connect email section on the profile settings page. Go to Profile Settings and click Connect your email. This saves you from having to juggle between your mailbox and the product repeatedly. Connect your email and receive all mails related to your prospects directly into the web application.
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