The Missing Link: Teams Meetings links in Salesforce
In 2020, a Salesforce user shared their thoughts on the IdeaExchange forum. The idea itself was about creating a link to a Teams meeting as a meeting is made within the inbox app:
As of April 2026, you’ll still face the same problem. Creating an appointment with Salesforce is simple enough, but chances are you’ll end up on Outlook and manually edit the meeting. Even Salesforce Scheduler, which creates meetings automatically, runs into the same issue.
So, today, we’ll look into how to fix this old annoyance and automate the process efficiently and quickly.
Using Salesforce to automate Teams Meetings creation
Q!365 will automatically add a meeting link for Microsoft Teams in the description field.
Using this, whenever I do create a new meeting, I get the option to simply include a Microsoft Teams Meeting link by checking the box. Once all the necessary information for participants is included and I save, the link automatically gets created. Of course, this can be done both through programming (Scheduler) or via UI.
You can achieve the same functionality by extending your event mask with our action button, which is included in the Q!365 package:
Use Salesforce to grab Teams Meetings results
For those who need to know specific information e.g. attendancy reports, transcripts, video reports or AI summary, we use our API to prepare the meetings to get access to these results.
Create Virtual Teams Appointments
The service-cloud-ready video chat integration: Inside a Teams meeting, outside a pure video chat. A perfect solution for service teams with no extra costs included in the standard Teams license.
Create Teams Webinar & Town Halls
The new API for Webinars and Town Halls is available since Summer ’24. It should be easy to integrate webinars with Salesforce campaigns and we aim to achieve that.
If you have any questions or would like a demonstration, please feel free to contact us at any time.
Would you like to find out how Q!365 can help your organization?
Book a meeting to discuss your used case!
Seely Schmidt
Customer Success Manager
Don't hesitate to contact me and ask anything about the product or book a meeting with me directly.