Home → Events/Training → General page → Teams section
2.24. Teams section
Before you can use the Microsoft Teams integration, an administrator must first connect RubiCRM to your organisation's Microsoft account.
Once RubiCRM has been connected, you can start creating and managing Microsoft Teams meetings directly from within RubiCRM.
Creating a Microsoft Teams Meeting
In the Teams section, click the plus (+) icon to create a new meeting.
Complete the following steps:
Step 1 – Select the Organiser
Choose the meeting organiser. The meeting will be created in this user's Microsoft Outlook calendar.
Step 2 – Select the Calendar
Select the calendar in which the meeting should be created.
Step 3 – Complete the Meeting Details
Enter the required meeting information.
- Subject – This field is required and should be the subject of the meeting.
- Body – This field allows you to set a description of the meeting.
- Meeting Start – Automatically populated using the Event Start Date/Time.
- Meeting End – Automatically populated using the Event End Date/Time.
- Time Zone – The time zone the meeting is being held in.
- Hide Attendees – Choose whether attendees can see one another in the meeting invitation.
- Reminder In Minutes – Defaults to no reminder. Enter a value to send a reminder before the meeting.
- Request Responses – Determines whether the organiser receives attendees' responses to the invitation. This option is enabled by default.
After completing the required fields, click Submit.
Step 4 – Sync Attendees
Once the meeting has been created, the Sync Attendees button becomes available.
Click Sync Attendees to invite all bookings with an Active status to the meeting.
- Running the sync multiple times only updates attendees whose booking status has changed.
- Bookings that have already been invited will not receive duplicate invitations.
- If an attendee's booking status changes from Active to another status after they have been invited, they will automatically be removed from the meeting invitation.
Removing a Microsoft Teams Meeting
To delete a meeting, click the trash icon in the Teams section.
Deleting a meeting cancels the Teams meeting and sends a cancellation notification to all invited attendees.