Microsoft Teams Integration
What does this page cover?
Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings.
Availability
This integration can be accessed by Zoho Bookings users of all plans.
Super admin and admin can access this integration.
Manager and staff can integrate Microsoft Teams in the Calendar Connections section only after admin enables the integration.
Overview
Microsoft Teams integration in Zoho Bookings
In Zoho Bookings, when Microsoft Teams is integrated, it will:
Automatically create an online meeting when an appointment is booked
Send meeting details to staff and customers
Update meeting details when the appointment is rescheduled/canceled
See How it Works
Prerequisites
Setting up Microsoft Teams integration
Microsoft Integration setup flow
See How to Configure
Steps to Setup Microsoft Integration
I. Enable Microsoft Teams integration
Please note that if Office 365 Calendar is connected, it will automatically link Microsoft Teams. You only have to follow step 6 below. Click Integration in the menu bar at the top and select Video Conferencing on the left side pane.
Select Microsoft Teams under the Tools Available section.
Click Connect Microsoft Teams. Click Configure Calendar in the following pop-up.
This will redirect to Calendar integration page. Click +Add Calendar, log in to your Microsoft/Office 365 account, and grant permission by selecting Allow.
Choose calendars from which availability needs to be checked in Check for Conflicts pop-up.
Choose a calendar in the MS Team Calendar Setup pop-up (this setup pop-up can be accessed from Calendar Accounts > three dotted icon > Teams Calendar). This calendar will be used for creating a meeting invite. The integration is now enabled.
II. Map services
Navigate to Integrations > Video Conferencing > Microsoft Teams.
Click the Configure tab.
Under the Map services to Microsoft Teams section, click Edit.
Drag and drop the services to the box on the right for which the online meeting needs to be created. Click Save.
Once services are mapped to Microsoft Teams, all the staff members associated with those services will receive an email and in-product notification. Staff members can connect their Office 365 calendar account which will automatically link their Microsoft Teams.
After the above setup, a Microsoft Teams meeting will be created whenever an appointment is booked for the services chosen.
Things to Know
How can staff members connect Microsoft Teams?
Staff members need to:
Add their Microsoft 365/Office 365 Calendar under Calendar Connections.
Choose a calendar in the MS Team Calendar Setup pop-up under Calendar Accounts. This calendar will be used for creating meeting invite.
Meeting link in email notification
Because Microsoft Teams only has a join link, only Meeting info and Meeting Joinlink variables returns a value in this case.
How do I change the calendar that creates Microsoft Teams meeting?
Go to Calendar connections.
Under the Calendar Accounts section, select the three dotted icon, and click MS Teams Calendar.
In the pop-up window, select the calendar.
Why is the meeting link not generated even after integrating Microsoft Teams?
If the MS Teams is not integrated correctly.
Solution: Please check if you have added Office 365 Business Calendar and selected the Teams Calendar.
If the service is not mapped.
Solution: Map the services to create meeting link under Configure tab of Microsoft Teams integration.
If the assigned staff member has not added their Office 365 Calendar business account.
Solution: All the staff members assigned for service that uses Microsoft Teams should add their Office 365 Calendar and choose Teams Calendar.
Why do I get a red visual cue/indicator?
- Added Office 365 Calendar under Calendar Accounts section
Chosen Teams Calendar.
Info
The meeting link can be viewed in the Booking summary, appointment summary and email notifications.
Limitations
Only staff members assigned to Microsoft Teams services can integrate their Microsoft Teams.