Microsoft Teams Integration

Deep integration with Microsoft Teams for meetings, phone calls, channel notifications, CRM bot interactions, and presence sync.

Prerequisites#

• Microsoft 365 / Office 365 account with Teams enabled.
• For org-wide features (Teams Phone, presence sync), a Microsoft tenant administrator must grant consent.
• For Teams Phone features: an active Teams Phone System license on the connecting user.
• Coeffection role with integrations:manage permission.

Connecting Microsoft Teams#

1. Go to Admin Settings → Integrations → Microsoft Teams.
2. Click “Connect Microsoft Teams”.
3. Sign in with your Microsoft account and grant access to Teams, calendar, and contacts.
4. For org-wide features, the prompt will request admin consent — a tenant admin must approve.
5. Configure meeting defaults, notification channels, and bot settings.

What you get#

• Teams meetings — schedule, manage, and track Teams meetings directly from contact and opportunity records. Recordings and transcripts auto-sync.
• Teams Phone System — click-to-call, call logging, and voicemail integration for organizations with Teams Phone licenses.
• Channel notifications — pipeline events, new lead alerts, and deal updates routed to the right Teams channel.
• CRM bot — query contacts, opportunities, and tasks from any Teams chat using natural language.
• Presence sync— see who's available before calling or messaging from a record.