Overview
When you connect your Microsoft Teams account, ZipLeads can create meeting links for you automatically. This saves you manual steps. If you choose Microsoft Teams as the meeting location in a calendar, a unique Teams link is created for each new booking. The link is sent with the calendar invite.
Prerequisites
You need access to the Microsoft Teams account you want to connect.
How to connect Microsoft Teams
There are two ways to connect your Microsoft Teams account:
From the "My Profile" menu under the Settings tab.
From the "Calendars" menu under the Settings tab.
Connect Microsoft Teams from the "My Profile" menu
Go to Settings > My Profile.
Under Video Conferencing connections, click Add New.
Select Microsoft Teams and click Connect.
Sign in with your Microsoft Teams details.
Your Microsoft Teams account is now connected.
Connect Microsoft Teams from the "Calendars" menu
Go to Calendars > Calendar Settings > Connections.
Find the Video Conferencing tab.
Click Add New, then click Connect next to Microsoft Teams.
Sign in with your Microsoft Teams details.
Your Microsoft Teams account is now connected.
How to add Microsoft Teams links to your calendar
Once your Teams account is connected, you can add dynamic Teams links to your calendar. Here's how:
Make sure your Microsoft Teams integration is set up.
Go to your Calendar Settings and edit the calendar you want to change.
Go to the Meeting Details tab and scroll to the Team Members section.
Choose the team member and make sure they have integrated Microsoft Teams. Then select Microsoft Teams as the meeting location and click Save.
Important notes
Connecting an Outlook calendar does not connect Microsoft Teams automatically. To connect Teams, go to Calendar Connections > Video Conferencing and connect it separately.
To see appointments in your Outlook calendar, make sure the Outlook calendar you want is both connected and selected as the linked calendar. You can do this under Calendar Connections > Calendars.
Limitations of the Microsoft Teams integration
Only Microsoft Teams accounts for Work and School (Organisation and Education) can be connected.
Each user can connect one Microsoft Teams account in your account.
Use one Microsoft Teams account across users
Several users can connect and use the same Microsoft Teams account.
Same account across users: Multiple users can connect and use the same Microsoft Teams account.
Limit: Each user can connect one Microsoft Teams account in your account.
Dynamic links requirement
Dynamic Teams links are only created when the connected Microsoft Teams account is selected as the meeting location in the calendar.
Connect path
Calendars → Settings → Connections → Video Conferencing → Add New → Microsoft Teams
Remove or switch the connected Teams account
You can remove or switch the connected Teams account from Connections → Video Conferencing.
Go to Calendars → Settings → Connections → Video Conferencing.
Remove the existing Microsoft Teams connection, or connect a different Teams account.
Check the meeting location setting on any calendars that should create dynamic Teams links.
Good to know: If Microsoft Teams is disconnected and later reconnected, ZipLeads automatically creates Teams links for upcoming appointments that were booked while the integration was disconnected and are missing a meeting link.
Frequently Asked Questions
Q: Which calendars support dynamic Microsoft Teams links?
A: Personal Booking, Round Robin, Collective Calendars and Service Calendars support the Microsoft Teams integration. They automatically create a new Teams link for each appointment booked. This feature is coming soon for Class Booking Calendars.
Q: How can I use Microsoft Teams with Event Calendars?
A: You can use Microsoft Teams with Event Calendars by creating a Teams meeting link yourself and adding it to the calendar settings.
Steps:
Create a meeting link in Microsoft Teams.
In the calendar settings, select Custom as the meeting location.
Paste in the Teams link.
Note: This adds a static link, so the same link is used for all future bookings.
Q: Can I connect the same Microsoft Teams account for different users?
A: Yes. The same Microsoft Teams integration can be used by different users.
Q: Do supported calendar types still create Teams links automatically when I use a shared Teams account?
A: Yes. Personal Booking, Round Robin, Collective Calendars and Service Calendars create Teams links automatically, as long as Microsoft Teams is selected as the meeting location and the Teams account is connected in Video Conferencing.