With Microsoft Teams integration, Microsoft Teams meeting URLs can be issued at the same time as schedule adjustments.
For answers to frequently asked questions, please refer to this support page.
Work required to automatically create Microsoft Teams meetings
In order to create a Microsoft Teams meeting at the same time as the booking is completed, the following two steps must be taken.
Settings per account:
Connect each TimeRex account to each Microsoft Teams accountSettings per schedule adjustment calendar:
Select "Microsoft Teams" in the "Online Meeting Settings" of the schedule adjustment calendar for which you want to create a Microsoft Teams meeting at the same time as the booking is completed.
What you need for integration
A Microsoft 365 account with a Microsoft Teams license and one of the following three plans
Microsoft 365 Business Basic
Microsoft 365 Business Standard
Microsoft 365 Business Premium
TimeRex account (Free or Paid)
For Microsoft 365 accounts that are capable of Microsoft Teams integration, the "Teams meeting" item will appear on the Add Schedule screen in Outlook.
How to connect your Microsoft Teams account to TimeRex (1. Settings per account)
Login to your TimeRex account using your Google or Microsoft account.
Open the Microsoft Teams integration page.
Click on the “Connect“ button.
How to use the Microsoft Teams integration on TimeRex (2. Settings per schedule adjustment calendar)
When your Microsoft Teams account is connected, you will be able to select "Microsoft Teams" in the "Online Meeting Settings" section of the Create or Edit schedule adjustment calendar page.
Select "Microsoft Teams".
TimeRex dashboard allows you to determine at a glance which scheduling calendars will publish Teams meeting URL.
If you select "Microsoft Teams," a Microsoft Teams meeting URL will be automatically issued upon completion of the scheduling process.
The issued Microsoft Teams meeting URL will be displayed to the scheduling partner when the booking is completed.
It will also be recorded in your Google Calendar or Microsoft365 calendar.
If the other party is logged in and using TimeRex, the meeting URL will also be recorded in their Google Calendar or Outlook Calendar.
In addition, the information you entered during schedule adjustment and the Microsoft Teams meeting URL will be emailed to you and your schedule adjustment partner.
How to disconnect your Microsoft Teams account from TimeRex
【Notes】
When the Microsoft Teams integration is removed, the Online Meeting Settings for which "Microsoft Teams" was selected in each schedule adjustment calendar will be changed to "Off".
Even if Microsoft Teams is re-connected later, the Online Meeting Settings that were selected for "Microsoft Teams" before the connection was disconnected will remain "Off".
When re-connected with Microsoft Teams, please re-set the Online Meeting Settings of each schedule adjustment calendar to "Microsoft Teams" if necessary.
When your Microsoft Teams account is connected, you can disconnect your Microsoft Teams account from TimeRex by clicking the "Disconnect" button displayed on the Microsoft Teams integration page.