How do I use Microsoft Teams in Vault CRM?

If your organization uses Microsoft Teams we have some great news for you!

You can now schedule and start your Microsoft Teams meetings right in Vault CRM to have a single location to manage your remote interactions with accounts.

Your Flightpath

Your Flightpath includes everything you need to understand and start using Microsoft Teams in Vault CRM.

What are the benefits of using Microsoft Teams with Vault CRM?	~3 min.
Which meeting platform should I select?	~3 min.
Is there any authentication needed to use Microsoft Teams?	~2 min.
How do I schedule a remote meeting using Microsoft Teams from the iPad?	~3 min.
How do I schedule a remote meeting using Microsoft Teams from the Browser?	~3 min.
Can I start a Microsoft Teams meeting without scheduling it first?	~3 min.
Can I enable Engage meetings and Microsoft Teams meetings for the same users?	~5 min.
How can I track meeting length and attendance?	~5 min.
You’ve Earned Your Wings!	~1 min.

Start Your Flight