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Generating Microsoft Teams link while setting up meetings in Recruit CRM

This article explains how to generate a Google Meet link while setting up meetings in Recruit CRM.

Written by Sanjana Panigrahi

What this feature does and when to use it?

The Microsoft Teams integration lets you generate a Microsoft Teams link directly while creating a meeting in Recruit CRM. When you add a Microsoft Teams link from within the meeting form, the system places the link in the “Where” section or in the meeting description with a default message.

The system can also generate a confirmation email with the meeting details, Microsoft Teams link, and description for the candidate or contact.

You can use this feature when:

  • When you schedule interviews or meetings inside Recruit CRM and need an automatically generated Microsoft Teams link.

  • When you are scheduling meetings from the Chrome extension and want to add a Microsoft Teams link.

Before you begin:

  • Currently, the integration with Teams only works with organizational Microsoft accounts, so to generate a Teams link, you'll need to connect your Outlook Calendar as well so please make sure you have your calendar connected with Recruit CRM.

  • The integration only works with organizational Microsoft accounts. If you choose a personal account, the Teams meeting link will not be generated and the system will return an error.


Integrating Microsoft Teams with Recruit CRM


1. Once you have integrated your calendar with Recruit CRM, you can click on the Profile icon and select the Meeting Integration tab.

2. Click the Connect button next to Microsoft Teams Integration.

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3. Select the Microsoft account you want to connect and allow the necessary access when prompted.


Generating Microsoft Teams links while creating meetings


1. Open the candidate or contact record you want to schedule a meeting with.

2. Click Add Meeting from either:

  • The Activities section on the right, or

  • The Assigned Jobs widget next to the respective candidate details.

3. In the meeting form, under the Where section, click the button 'Add MS Team Link'.

4. You will see the generated link under the “Where” section.

5. Click the Add button to save and schedule the meeting.

6. Once you click on the “Add” meeting button, the system will generate the confirmation email with the meeting details, the link, and the description that you choose to send out to the candidate/contact or not.

To ensure security and access control, web authentication is required for recruiters using the Mobile app and the Chrome extension to create Microsoft Teams meeting links.


Generate a Microsoft Teams link from the Chrome extension


1. On the Recruit CRM Chrome extension, after saving the candidate/contact you can add a meeting as well:

The candidate/contact will then receive the confirmation email and they can join the meeting right from their email.

Please note: The description box and the link are adjusted to the system language set by you in the profile settings.


Troubleshooting


Problem: The Microsoft Teams option does not appear in the meeting form.

Likely cause: Microsoft Teams is not connected, or the calendar is not integrated with Recruit CRM.

What to check: Confirm that your calendar is integrated and that the Microsoft Teams integration in calendar settings shows as connected.

Resolution: Go to your profile’s calendar settings, scroll to the Microsoft Teams integration, click Connect, choose your account, and allow access.


FAQs


Where does the Microsoft Teams link appear in the meeting details?

The Microsoft Teams link appears in the Where section.

Does the candidate or contact receive the Microsoft Teams link by email?

Yes, if you choose to send the confirmation email when adding the meeting, the email will include the meeting details, the Microsoft Teams link, and your description.

Conclusion:

By connecting your Microsoft organizational account and Outlook calendar to Recruit CRM, you can generate Microsoft Teams links directly while scheduling meetings, ensuring candidates and contacts receive clear, join-ready invitations.

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