Setting up Microsoft Teams Meeting App with BoldDesk

Microsoft Teams is a powerful collaborative platform that allows users to schedule, join, and manage virtual meetings efficiently.

Integrating the Microsoft Teams Meeting app with BoldDesk allows support agents to schedule meetings directly within BoldDesk.

Key features

• Schedule meetings from BoldDesk: Easily schedule, reschedule, or cancel meetings in BoldDesk. This keeps your workflow smooth, and all your meeting activities organized in one place.
• Join meetings from BoldDesk: After a meeting is scheduled, the link will be promptly updated in the activity comments section. This lets you join the meeting directly from BoldDesk.
• Meeting events added to the MS Teams calendar: When you configure Microsoft Teams in BoldDesk, any meeting you create will be automatically added as an event in your MS Teams calendar.
• Reminders from MS Teams: Any updates to the meeting are announced via email and a reminder is sent 15 minutes before the meeting starts. This process is handled on the MS Teams platform.

How to install and configure the MS Teams Meeting app

Follow the provided steps to install the MS Teams Meeting app:

1. Navigate to the Admin menu > Marketplace.
2. Search and select the MS Teams Meeting app.
   
   
3. Click the Install button to initiate the installation process.
   
   

Edit MS Teams Meeting app configuration

Configuring BoldDesk API Key

1. Follow this link to generate your BoldDesk API key.
2. Once generated, paste it into the designated textbox and proceed by clicking Next.
   
   

Configuring app permissions

• All: This feature enables all agents to schedule and manage meetings, irrespective of their individual roles or permissions.
  
  
• Specific roles: This feature allows only specific agents within the organization to schedule meetings, based on their roles or permissions.