Create Microsoft Teams online meetings

This article will guide you as an end-user on how to create Teams meetings in Membrain with one simple click. Looking for info on how to get started sending Teams notifications to your colleagues from Membrain? Read this article instead: Send Teams notifications from Membrain

Creating online meetings can be tiresome, especially if you tend to meet a lot of people. So we've made this task a breeze with the Membrain Teams Integration, available for everyone. Creating an online Teams meeting and adding the details to your Membrain appointment saves you time and effort, allowing you to focus on what's really important - your meeting!

How it works

When creating an appointment in Membrain, a small Teams icon appears in the bottom right corner of the meeting contents box. Clicking on the Teams icon automatically creates a Teams meeting, taking all the settings you have chosen (subject, date and time), and pasting them into your appointment in Membrain. You can then send invites to the participants of the meeting, which includes the url link to the Teams meeting itself, along with all the other meeting details.

Setup

Turn on the Microsoft Teams Integration and start using this great feature today:

1. Go to the Profile area of Membrain (bottom left)
2. Click on My Settings
   
3. Go to Integrations, and click on Add Microsoft Teams integration.
4. If you aren't already signed in to your Office365 account, you need to sign in to continue.
   
5. Allow Membrain permission to access your Microsoft Teams account by clicking on the consent checkbox and Accept. If you are an Office365 admin you can allow access from the view below, if not then you may need to ask your IT department to allow access. Read our article on how to Allow Membrain access to Office365.
   
6. Once you've turned on the Microsoft Teams integration as above, you're ready to start creating those Teams meetings automatically!
7. If you are an admin within your Office 365 Azure Portal you can approve this integration for all users in your Membrain instance

CREATING A TEAMS MEETING

1. Create the appointment as you usually would and add details such as related company/sales project/prospect, participants in the meeting, date and time etc.
2. Click back to the meeting contents and add your own text you wish to include (agenda or meeting goals).
3. Click on the Teams icon in (bottom right) to create the meeting (according to the date and time you have just selected) and add the Teams meeting details to your appointment.
4. Finally, click to send invites to the participants, along with all the Teams meeting details they need to connect to the meeting.
   

Membrain Meet

An additional feature of using the Teams integration goes even further and allows your contacts to create a Teams meeting while they're booking a time in your Membrain Meet Calendar.

This option is added once you turn on the Teams integration, and can be turned on or off in your Membrain Meet settings.

Removal

If you no longer want to use the Teams integration, simply follow these steps

1. Go to My Settings
2. Open the Integrations section
3. Find the Microsoft Teams Integration and click the Remove button