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Microsoft Teams Integration

Connect Microsoft Teams to Unificus to automatically generate video meetings for your appointments.

About Microsoft Teams

Microsoft Teams is Microsoft’s collaborative workspace platform, included in the Microsoft 365 suite. It combines instant messaging with video conferencing capabilities.

By integrating Teams with Unificus, you can automatically schedule a Teams meeting whenever an appointment is booked. You’ll need a Microsoft 365 account to enable this feature—your contacts don’t require one.

Learn more about Microsoft 365 options.

Understanding My Portal App

My Portal App is our Integrations Microservice. We built a secure, white-label microservice architecture that handles authentication and integration management behind the scenes. When you see “My Portal App” during setup, you can trust it’s completely secure and protects your brand identity.

Connecting Microsoft Teams to Your Account

  1. Go to Flyout Menu > Integrations
  1. In the Microsoft section, verify you’re signed in and connected

See instructions for integrating Microsoft Outlook Calendar

  1. Select your calendar from the dropdown menu
  2. Once connected, the status updates automatically
  3. Optionally, click ‘Push Existing Data’ to sync your current appointments and events

You’re all set to use Microsoft Teams for appointments!

Enabling Teams Meetings for Appointments

First, you’ll need at least one Appointment Generator configured. Learn about Appointment Generators.

  1. Navigate to Calendar > Appointment Generators
  1. Click the Options menu (three dots) next to your chosen Appointment Generator
  2. Select Auto-Create Meeting
  1. Choose your meeting provider: select Teams from the dropdown
  1. The system confirms Microsoft Online Meeting with Teams selected. (Note: If you have a Microsoft account but not Microsoft 365, Skype appears as an alternative)
  1. Adjust settings as needed by clicking ‘Update Connected Calendar Settings’, or click Save to confirm

What Participants See

When an appointment is scheduled, both parties receive an email notification containing the Teams meeting link.

Learn about scheduling appointments

Each participant can also access the meeting link directly in Unificus by selecting the appointment from their calendar.