MS Teams and CURSOR-CRM

Basics

MS Teams was integrated with CURSOR-CRM to initiate and manage meetings from CRM. It is possible to establish a connection directly in CRM.

If administrative settings have been made, the following functionalities are available:

• Initiating meetings from the calendar

• Initiating meetings on a contact partner dataset

• Initiating meetings on an activity dataset

• Opening meetings

If MS Teams has not been configured, buttons are hidden.

Button logic:

TYPE	Icon	Functionality
appointed time		Opens the dialog for editing. The values from the activity are also drawn.
meeting		Opens the dialog for sending the meeting request. The above values from the activity are transferred. If the meeting request has already been sent, the button is grayed out. If the meeting request has already been sent AND this is a Teams meeting, this button can be used to call up the MS Teams meeting.
All other types		Opens the dialog for editing. The values from the activity are transferred After saving, a NEW dataset is created (with the existing values) and linked to the previously opened one. The created appointment/meeting can then also be opened directly (the previously linked dataset is visible via the history).

MS Teams for internal calls

The system owner can activate MS Teams exclusively for internal communication.

In this case, the Teams buttons for calling on contact persons and business partners or lookup fields on contact persons are hidden. However, the buttons for creating meetings remain.

This applies to the following points in the application:

• Business partner email field
• Business partner toolbar
• Contact person email field
• Contact person toolbar
• Lookup field contact person (e.g. activity with)

Hinweis

Visibility is controlled by the administrator via a system setting.

Initiating meetings from the calendar

If the user clicks on a desired day in the calendar of the Web Client, an action selection opens:

If you select the New appointment option, a new appointment dialog opens. No recipient from the calendar is entered for an appointment (regardless of whether other calendars are open or not). Here you can enter the subject and adjust the date. You also have the option of converting the activities into a meeting afterwards.

Clicking New meeting opens a dialog for a new meeting. In the case of a meeting or team meeting, the employees of the previously opened calendars are entered in the 'Participant' field. Here you can enter a subject, add further participants and adjust the date.

• 

  Sending meeting request

When sending the meeting request, there is still some kind of summary and the question if the meeting request should be sent. After that, the meeting can no longer be adjusted or changed in CRM.

If no participant is entered, you cannot send the meeting request.

• 

  Create as appointment

Start: The date selected in the calendar is used.

End: The date selected in the calendar + 60 minutes is used.

If participants are entered and you create a new appointment, they will also be linked to the activity.

Initiating meetings on a contact person dataset

In the toolbar of the contact person's dataset, the function

a Teams meeting, the MS Teams meeting can be called up by clicking the

button.

Initiating meetings on an activity dataset

For meeting requests/appointments there is a variable button that is displayed depending on the activity type.

• For Art:

  

  Appointment:
  • The button is called "Edit appointment"
  • Even after saving the button does not change
  • MS Teams cannot be opened in this constellation
• For Art:

  

  Meeting /

  

  MS Teams Meeting
  • The button is called "Send meeting request"
  • The button is available until the meeting request has been sent.
    • If this is a Teams meeting, then the button changes to an MS Teams icon and you can open/participate in the Teams meeting from here
    • If this is not a Teams meeting, the button is grayed out
• For all other types

  

  "Create new appointment/meeting"
  • A new activity is created

If you click on the button, you will get to the same dialog as in the CRM calendar and also on the contact person.

Participate in MS team meetings

Appointment reminders are displayed in the notification system. To do this, click Join Meeting.

Alternatively, click the link in the memo field in the activity.