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Overview

This integration enhances scheduling efficiency, ensures real-time synchronization, and provides greater flexibility for team collaboration. However, there are specific limitations and configuration requirements to keep in mind when using Microsoft Teams within GHL.

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Details

Setting Up Microsoft Teams Integration

1

Connecting Microsoft Teams

  • Navigate to Settings in the GHL side-panel.
  • Select Calendar Connections > Video Conferencing.
  • Click Add New and choose Microsoft Teams from the options.
  • Log in to your Teams account and authorize the connection.
  • Ensure that the integration is successfully set up before proceeding.

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Important Notes and Limitations

  1. Separate Connections for Teams and Outlook:
    • Connecting an Outlook calendar does not automatically link Microsoft Teams.
    • To use Teams, you must connect it separately through Calendar Connections > Video Conferencing.
  2. Outlook Calendar and Teams Integration:
    • To view appointments in your Outlook calendar, ensure your desired Outlook calendar is connected and selected as the linked calendar under Calendar Connections > Calendars.
  3. Limitations:
    • Only Microsoft Teams accounts for Work and School (Organization and Education) are eligible for integration.
    • Each user can connect only one Microsoft Teams integration per subaccount.
    • A single Microsoft Teams integration can be used across multiple subaccounts but only by the same user.
      • For example, if User A connects their Teams integration in Subaccount A, only User A can use that integration in Subaccount B.

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FAQs & Troubleshooting

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Integration and Setup

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Calendar Management

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Limitations

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.