Enhance your team's productivity with seamless integration between SugarCRM and Microsoft Teams, ensuring a smooth experience for all meetings and appointments.
User Guide
1. [Step 1]
Log in to your instance as an admin.
2. [Step 2]
Go to the Administrator section and click on the NBL MS Teams SugarCRM Connector within the NBL MS Teams SugarCRM Connector subpanel.
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1. [Step 3]
Fill in the Azure portal details (refer to the Installation guide Step 1) in the fields marked below and click on the save button.
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2. [Step 4]
In SugarCRM, click on the Create button in order to generate a meeting from the Meetings module.
1. [Step 5]
Fill in the fields as per the requirements. Select the Microsoft Teams reminder time (highlighted in the image below) and click on the Save button.
2. [Step 6]
After saving the details, the Appointment meeting link and Calendar Id will be generated.
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1. [Step 7]
Login the Microsoft Teams. The meeting scheduled from the SugarCRM will appear on the Microsoft Teams Calendar as shown in the below image.
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As per the prior timing set in the Microsoft Team reminder Time field (SugarCRM), desktop notification will pop up in Microsoft Teams.
2. [Step 8]
The user also receives a reminder text via Teams chat in addition to the desktop notification.
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1. [Step 9]
In case a desktop notification doesn't appear on the screen, go to the notification settings. Under customize click on the “view additional settings, including sound and desktop notifications”
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2. [Step 10]
The below page will appear on the screen and in order to get the desktop notification. Enable the “Send me desktop notification” button.
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