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In this "new world", we have many of our Outside Sales team that are having meetings with their customers using the Teams web meeting application. We have been training them for years to create their Appointment/Meeting records in D365 and let them migrate from D365 to their Outlook. They have an issue with this now because they cannot create the Meeting in D365 with the Teams web meeting logon information, they have to create the Meeting in Outlook and then add the Teams meeting logon information, then push this Meeting record to D365 with the Dynamics 365 app button.
Category: General
STATUS DETAILS
Completed
Ideas Administrator

As of April 2022 this capability is now generally avaiable. Create and join Teams meetings from in-app appointments - Power Platform Release Plan | Microsoft Docs

Comments

H

Geoff, what connector do you think you might use for that? I don't see a way to create a Teams meeting through Power Automate, and I'm still trying to think how that action might be done in the context of the triggering user.

Category: General

H

Another alternative may be to setup a Power Automate action to create a Teams Meeting on a given date/time. This would require an administrator to setup in D365, but would be more flexible allowing usage of the action in multiple different scenarios.

So, best case, provide both a direct D365 update, as well as a Power Automate action.

Category: General