Join a Microsoft Teams meeting

You can join a Teams meeting from Dynamics 365, Outlook, or Teams.

License and role requirements

Requirement type You must have
License
  • Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, Dynamics 365 Team Members, or any Dynamics 365 customer engagement app license
  • Microsoft Teams license

More information:
Security roles
  • Any primary sales role, such as salesperson, or sales manager
  • Any role that has access to a Dynamics 365 record

More information: Primary sales roles

Join a Teams meeting from Dynamics 365

  1. Open the meeting record from the Timeline or from the Activities page.

  2. Perform one of the following actions:

    • On the command bar at the top, select Join Teams Meeting.
    • In the Teams meeting field, select Join Teams Meeting.
    • Go to the Description area, hold the Ctrl key, and select Click here to join the meeting.

Join a Teams meeting from Outlook

  1. Open the calendar event.

  2. Perform one of the following actions:

    • On the Meeting tab in the ribbon, select Join Teams Meeting.
    • In the message body, select Click here to join the meeting.

Join a Teams meeting from Teams

You have several options. For more information, see Join a meeting in Teams.

Enable Microsoft Teams meeting integration
Customize record details in the side panel
Integrate Dynamics 365 and Microsoft Teams meetings
Create a Teams meeting
Add the Dynamics 365 app to a Teams meeting
Work with the Dynamics 365 app
Work with notes during a meeting
Work with tasks during a meeting
Work with activities during a meeting