Ensure Configuring Microsoft Teams Meetings is complete.

Initial Sign in

• First-time Users - When scheduling or starting a Microsoft Teams meeting in Vault CRM for the first time, you are prompted to sign into your Microsoft account. If your Microsoft account is already authenticated for Integrating My Schedule and Microsoft Outlook Calendars, you do not need to sign in again.
• Company Account - Ensure you sign in using your company-provided Microsoft account

Clearing Microsoft Cookies

• Multiple Microsoft Accounts - If you have both a company and personal Microsoft account, you must clear your Microsoft cookies before authenticating with Vault CRM
• Clearing cookies ensures your personal Microsoft Teams account is not linked to Vault CRM

Sign in Process for iPad and Windows Users

• Default Browser - The authentication window displays in your device's default web browser
• Authentication Status - Once completed, a message displays confirming the success or failure of the sign in process
• Automatic Redirect - You are automatically redirected back to the Vault CRM app

Resolving Personal Account Linking

If you inadvertently link your personal Microsoft Teams account to Vault CRM, follow these steps:

1. Clear Microsoft Cookies. This removes all Microsoft cookies from your device.
2. Contact the Vault CRM admin. Your Vault CRM admin needs to log a support ticket to reset your authentication settings.

Supported Browsers

The following default browsers are supported for user authentication:

• Chrome
• Microsoft Edge
• Safari

To schedule a Microsoft Teams meeting in Vault CRM, select Schedule Microsoft Teams Meeting from the call report. On the iPad platform and on the high performance call report, the Schedule option is under the More Actions menu. When users schedule Microsoft Teams meetings from Vault CRM, a passcode is automatically generated for the meeting, regardless of the user’s corporate Microsoft Teams configuration.

Users can only schedule meetings for call reports they own. The Schedule option displays when a remote meeting is not scheduled for the call and the call is not submitted.

If both Engage meeting and Microsoft Teams are enabled, select Schedule Meeting from the More Actions menu, then select the appropriate meeting type.

Once the meeting is scheduled, a related remote_meeting__v record is created with the ms_teams_call_meeting__v object type, and the meeting type displays in the call report header. To edit the meeting datetime, edit the datetime on the call report or reschedule the call through My Schedule. The updated meeting time is reflected in Microsoft Teams.

To view or edit meeting details, select the information icon on the call report. The information modal displays.

Switching Remote Meeting Types

When both Engage meeting and Microsoft Teams are enabled, users can switch meeting types after scheduling a meeting. Select the More Actions icon on the call report, then select the appropriate Switch to option.

Select Schedule to confirm the change.

When users switch meeting types, the original remote meeting data is retained. The user interface only displays the currently scheduled meeting type. If users switch between meeting types multiple times, the previously saved remote_meeting__v record is reused.

Users can only switch meeting types prior to the meeting. Conducting both an Engage meeting and a Microsoft Teams meeting from the same call report is not supported. If users attempt to start or join a Microsoft Teams meeting while in an Engage meeting, they are prompted to either select Continue to start the Microsoft Teams meeting, or select Cancel to remain in the Engage meeting.

To enable users to share Microsoft Teams meeting links using Approved Email, create an Approved Email template with the following object reference token:

{{call2__v.ms_teams_remote_meeting__vr.ms_teams_meeting_link__v}}

On the call report, users select the Send Email button in the More Actions menu to begin composing an Approved Email with the attendees of the call selected as recipients.

Alternatively, select the Send Invite link on the call report, then select the appropriate messaging platform.

To share the Microsoft Teams meeting URL with attendees, select the Copy icon from the information modal. The URL is copied to your device’s clipboard.

The account selector does not display when sending invites from the call report, regardless of whether the ENGAGE_LINK_ACCOUNT_SELECTION__v Engage Link Setting is enabled.

The messaging apps through which the invite can be sent are defined in the engage_link_apps__v field on the Engage Link Global Settings record.

To start a scheduled meeting, select Start. The Microsoft Teams landing page displays in the user’s default browser. The meeting is conducted in Microsoft Teams, using the user’s Microsoft Teams configuration.

Once meeting hosts start a Microsoft Teams meeting, the meeting experience is controlled by Microsoft Teams. For example, iPad hosts may encounter screen sharing limitations in Microsoft Teams.

When hosts share their screens via Microsoft Teams on iPad, meeting attendees see all activity on the host's screen.

Starting Microsoft Teams Meetings with the Meet Now Button

If a meeting is not scheduled for the call and you want to start a meeting immediately, select the Meet Now button under the More Actions menu to schedule and start a meeting immediately.

Starting Microsoft Teams Meetings from My Schedule

To start Microsoft Teams meetings from My Schedule (iPad only):

1. Select the appropriate call from the calendar.
   
   
   
   
2. Select the Start button from the popover.

The call report launches before users are redirected to the Microsoft Teams landing page.

When a Microsoft Teams meeting is scheduled for a call, user attendees can join the meeting from the call report. On the iPad platform, user attendees can also join from the call popover in My Schedule.

To join a Microsoft Teams meeting as a user attendee, select the Join button.

Users cannot join a Microsoft Teams meeting while in an Engage meeting. If users attempt to join a Microsoft Teams meeting while in an Engage meeting, they are prompted to either select Continue to launch the Microsoft Teams meeting, or select Cancel to remain in the Engage meeting.

If meeting hosts share CLM content in a Microsoft Teams meeting, the CLM activity is captured in Vault CRM:

• When users return to Vault CRM after starting a Microsoft Teams meeting and share CLM from the call report, media is tracked against the call
• If Tracking CLM Activity Anonymously is enabled, media activity is also saved when users share CLM from the media library during a Microsoft Teams meeting