- 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 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:
- Click Add.
- In the field Choose the resource, select the desired resource. Exactly one connection is possible per resource.
- Optional: limit the connection to specific booking options via Select booking options. Without a selection, All booking options applies.
- In the field Choose the meeting host, select the person in whose calendar the appointments are created.
- Optional: use Select the default participants of the meeting to define people who are invited to every meeting.
- Confirm the connection and repeat the steps for further resources.
3
Activate
Activate the integration via the toggle in the top right.
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
You can do both under Integrations: deactivate via the toggle in the top right, delete via the three dots → Delete.FAQ
How do my customers get the join link?
How do my customers get the join link?
The booking confirmation email contains the Join Teams meeting button. The calendar entry of the booking also contains the link. In addition, the customer is added to the appointment as a participant at Microsoft. As an admin, you see the link in the booking overview under Start MS Teams meeting.
What happens on reschedules or cancellations?
What happens on reschedules or cancellations?
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.
I already use a calendar integration with Teams meetings. Do I need this integration as well?
I already use a calendar integration with Teams meetings. Do I need this integration as well?
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.
Why does a person not appear in the host selection?
Why does a person not appear in the host selection?
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
No meeting is created for a booking
No meeting is created for a booking
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 join link leads to an error page
The join link leads to an error page
Either the meeting has not yet been created or it no longer exists. Right after the booking, it can take a moment until the meeting is created at Microsoft. If the booking was cancelled or moved to a different resource, the old link is invalid; in the second case, the current booking contains a new link.