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Microsoft Teams is Microsoft’s video conferencing and collaboration solution. With the integration, anny automatically creates appointments with a Teams meeting in the calendars of your Microsoft organization for your bookings. With Microsoft Teams you can, inside anny:
  • Automatically create an appointment with a Teams meeting in a designated person’s calendar for every confirmed booking
  • Provide customers with the join link automatically via the booking confirmation and the calendar entry
  • Keep meetings automatically up to date across reschedules, cancellations, and resource changes
The integration is especially suitable for online consultations, office hours, coaching, and courses where your appointments take place digitally.
The Microsoft Teams integration requires a plan that includes the video meetings feature.

Typical use cases

How the Microsoft Teams connection works

The connection is granted once for your entire Microsoft organization. When you authorize, anny redirects you to Microsoft. There, an administrator of your Microsoft directory (Active Directory) confirms the access. Individual employees do not have to sign in. anny uses the access solely for two things: it reads the user list of your organization (names and email addresses), so you can choose hosts and default participants. And it creates, updates, and deletes appointments with a Teams meeting in the calendars of the chosen hosts. anny does not access chats, files, or other content. If your Microsoft administrator revokes the grant, anny can no longer create, update, or delete meetings. In that case, reauthorize the integration.

Connect Microsoft Teams

Requirements

Before you connect Microsoft Teams, make sure you have the following:
  • A Microsoft 365 organization with Microsoft Teams; the hosts need their own calendar mailbox
  • An administrator of your Microsoft directory who can confirm the grant
  • Admin rights in your anny account
  • Resources and booking options set up for which meetings should be created

Set up the connection

1

Authorize

Open Integrations from the menu bar and select Teams. Click Authorize and sign in to Microsoft. Only an administrator of your Microsoft directory can confirm the grant.
2

Create connections

In the Microsoft Teams settings panel, define for which resources meetings are created:
  1. Click Add.
  2. In the field Choose the resource, select the desired resource. Exactly one connection is possible per resource.
  3. Optional: limit the connection to specific booking options via Select booking options. Without a selection, All booking options applies.
  4. In the field Choose the meeting host, select the person in whose calendar the appointments are created.
  5. Optional: use Select the default participants of the meeting to define people who are invited to every meeting.
  6. Confirm the connection and repeat the steps for further resources.
3

Activate

Activate the integration via the toggle in the top right.
Once the integration is active, anny automatically creates an appointment with a Teams meeting for every newly confirmed booking of the linked resources. Your customers get the join link with the booking confirmation.
While the integration is active, the settings are locked. Deactivate it briefly via the toggle when you want to create, edit, or delete connections.

Settings & options

The created appointment carries the name of the booking option and the resource, is in the resource’s time zone, and gets the calendar category “anny [resource name]”. The customer is added as a participant. Participants cannot propose new times, and the participant list is hidden: customers do not see one another. For resources with multiple availability, all bookings of the same time slot share one common meeting. anny adds further customers as participants and removes them again on cancellation. Only when the last booking is cancelled does anny delete the meeting.

Limitations

The Microsoft Teams integration does not support:
  • Meetings for unconfirmed bookings: Booking requests get their meeting only once you accept them. Bookings without a customer (for example, internal blockers) get no meeting.
  • Retroactive meetings: Bookings created before the integration was activated get no meeting.
  • Personal Microsoft accounts: The integration needs a Microsoft organization with an administrator grant. For an individual’s Microsoft account, use the Outlook calendar integration with the option “Add Teams meeting to appointment”.
  • Multiple hosts per resource: Each resource can be linked with only one connection and thus one host.
  • Changes during operation: Settings can only be edited while the integration is deactivated.

Disconnecting

If you deactivate the integration, anny no longer creates, updates, or deletes Teams meetings. This also applies to existing bookings: if a booking is rescheduled or cancelled during deactivation, its meeting stays unchanged in the calendar. When you delete the integration, your connections are removed. Already created appointments remain in the hosts’ calendars and must be deleted there manually if needed.
You can do both under Integrations: deactivate via the toggle in the top right, delete via the three dotsDelete.

FAQ

anny keeps the meeting up to date automatically: on a reschedule the appointment is adjusted, the join link stays valid. On cancellation, decline, or deletion of the booking, the meeting is deleted. If the booking switches to a different resource, anny deletes the old meeting and creates a new one according to the connection of the new resource.
No. The participant list of the appointment is hidden. Only the host sees who is invited. This is especially relevant for courses with several bookings in the same time slot.
The Outlook and Microsoft 365 calendar integrations can attach Teams meetings directly to synced appointments. The Microsoft Teams integration works independently of that and needs no calendar sync. Use only one of the two approaches per resource: if both run in parallel, two separate meetings are created per booking.
The selection only shows people from your Microsoft directory who have their own email address with a mailbox. The list is also cached for up to one hour: newly created people therefore appear with a delay.

Troubleshooting

Usually the integration is deactivated or no connection matches the booking. Check whether the toggle is active, whether a connection exists for the resource, and whether the booked booking option is included in it. Also note: meetings are only created for confirmed bookings with a customer and only after the booking process is complete.
The grant was not confirmed by an administrator of your Microsoft directory or was cancelled. Start the authorization again and have it confirmed by a person with Microsoft admin rights. Via the three dotsTest connection you can then check whether the connection is in place.