Integration Microsoft Teams with Zoho Connect

Integration Microsoft Teams with Zoho Connect

Feature availability 

Overview 

Using the Microsoft Teams Meeting integration you can schedule and hold meetings in Microsoft Teams from Zoho Connect.

What is Microsoft Teams? 

Microsoft Teams is a communication software solution that helps organizations work together with chat, meetings, file, and app sharing.

Benefits of the integration 

  1. Create meetings in Microsoft Teams without leaving your Zoho Connect network. 
  2. Effortlessly add your network members to a Teams Meetings. 
  3. Invite people outside your Zoho Connect network to a Teams Meeting. 
  4. Join a Teams Meeting from Zoho Connect. 

Who can use this integration?  

If the network admin has enabled Microsoft Teams integration for the network, all members can configure this integration for themselves to create and join meetings in Microsoft Teams from Zoho Connect.
This integration only works with Microsoft business accounts.

How do I configure the Microsoft Teams Meeting integration?  

Watch our video to see how this integration works.


  1. Log in to your Zoho Connect web app. 
  2. Click the plug icon [] in the right menu.

  3. In the Integrations page, select Microsoft Teams from the list of integrations.
     
  4. In the Microsoft Teams integration page, click Authenticate Now. 

  5. In the new pop-out, enter your Microsoft Teams account credentials and click Authenticate.   
You've now successfully authenticated your Microsoft Teams account and integrated it with your Zoho Connect account.

How do I create a Teams Meeting from Zoho Connect?  

  1. Click Feeds from the main menu on the left. 
  2. Click "What's on your mind? " at the top of the Feeds page. 
  3. Click the events icon [] at the top of the rich text editor. 
  4. Select Teams Meeting from the dropdown. 

  5. In case you haven't authenticated yet, complete the authentication process and then proceed to step 6. 
  6. In the pop-out, enter the meeting title and select the start date and time.  
  7. In the 'Invitees' field, add invitees. To add users outside the network, choose the "Selected Members and Groups" option from the dropdown. 
  8. Click the add user icon [] on the right side of the Add Invites field. 

  9. In the new pop-out, enter the email addresses of people you'd like to invite separated by commas, and click Add. 
  10. Once everything is done, click Create. 

What happens once the Teams Meeting is created?  

A post with the meeting details will be shared in the selected group wall and invitees will receive a push and email notification.

How to join a Teams Meeting created in Zoho Connect?   

  1. Login to your Zoho Connect network. 
  2. Navigate to the Teams Meeting details post shared on the network/group wall. Or, click the notification you received. 
  3. In the details post, click Open Microsoft Teams. 
     
The Teams page will be opened in a new browser tab, and you can start or join the meeting from there.



If you have any questions related to the Microsoft Teams integration in Zoho Connect, please write to us at support@zohoconnect.com. We're always happy to help.

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