Video Meetings in Microsoft Teams

29/06/2023
Knowledge

How To

LEAP integrates with Microsoft Teams for video integration. Integration with Teams meeting allows you to schedule video calls from LEAP with one-click. The existing Microsoft Outlook integration seamlessly syncs and updates your Outlook calendar with scheduled Teams meetings or changes to existing items.

Schedule Teams meetings with colleagues or external parties. External attendees can join the meeting on a web browser instantly without downloading Teams or any plug-in.

Schedule and start Teams Meetings on the LEAP Mobile iOS and Android apps.

LEAP also integrates with Zoom for video meetings. For more information, click here.

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Please ensure that you have linked your Microsoft 365 email account and LEAP in order to use the following features. For instructions on linking your email account, please click here.

Desktop
iPhone
iPad
Android

Schedule a Teams Meeting from a Matter

Open the matter.
Click the Calendar & Tasks tab.
Click on the toolbar. A Meeting window will open in Microsoft Outlook with a 'Click here to join the meeting' link automatically created and added to the body of the meeting and the Location set to Microsoft Teams Meeting.
Add or edit the details of the meeting.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

Schedule a Teams Meeting from Microsoft Outlook

Open Microsoft Outlook.
From the Calendar view, click New Teams Meeting.

A Meeting window will open with a 'Click here to join the meeting' link automatically created and added to the body of the meeting and the Location set to Microsoft Teams Meeting.
Add or edit the details of the meeting. For more information on Microsoft Teams meetings in Outlook, click here.
Click in the LEAP section of the Meeting ribbon.
Choose the matter and click Select.
Click Send.

The meeting is saved to your Microsoft Outlook calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

Schedule a Teams Meeting in Shared Calendars

Open the matter.
Click the Calendar & Tasks tab.
Click next to New Teams Meeting.
Click New Teams Meeting in Shared Calendar: <Shared Calendar Name>.

If you have multiple shared calendars, use the arrow icon to select the relevant shared calendar.

A Meeting window will open in Microsoft Outlook with a 'Click here to join the meeting' link automatically created and added to the body of the meeting and the Location set to Microsoft Teams Meeting.

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Staff members must have their Permissions set to 'Can edit' in the Outlook Shared Calendar in order to create meetings for the Shared Calendar.

For more information regarding shared calendar permissions, please click here.

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If you have updated or removed any shared calendars, you may need to click Refresh Shared Calendars to resync the calendars.

Enter the details of the meeting. For more information on Microsoft Outlook meetings, click here.
Click Send.

The meeting is saved to your Microsoft Outlook shared calendar and added to the Critical Dates & Calendar Items list of the matter with a icon.

The meeting will also be saved for other members of the shared Microsoft Outlook calendar.

Start a Teams Meeting

Open the matter.
Click the Calendar & Tasks tab.
Hover over a meeting and click or right-click and select Start Teams Meeting.

Microsoft Teams will launch.
Choose your audio and video settings and click Join now when you are ready.

Your meeting is now up and running.

Postpone a Teams Meeting

Open the matter.
Click the Calendar & Tasks tab.
From the Critical Dates & Calendar Items list, select the meeting you wish to postpone.

To select multiple meetings, hold the Ctrl key and click multiple items on the list.
Click on the toolbar. A Postpone Item(s) window will open.
Enter or use the +/- buttons to select the number of day(s), week(s), month(s) or year(s) that the meeting will be delayed by.

You can also right-click on a meeting and click Postpone.
Click OK.

Your meeting is now postponed. The new date will sync and update the meeting in Microsoft Outlook.

Schedule a Teams Meeting from a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap then New Appointment.

You can also tap on the Home screen.
Enter the details of the appointment.
Toggle on.
Tap Save.

Start a Teams Meeting

Open the matter.
Swipe to or tap the Schedule tab.
Open the appointment.
Tap .

Microsoft Teams will launch.
Choose your audio and video settings and click Join now when you are ready.

Your meeting is now up and running.

Schedule a Teams Meeting from a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap then New Appointment.

You can also tap on the Home screen.
Enter the details of the appointment.
Toggle on.
Tap Save.

Start a Teams Meeting

Open the matter.
Swipe to or tap the Schedule tab.
Open the appointment.
Tap .

Microsoft Teams will launch.
Choose your audio and video settings and click Join now when you are ready.

Your meeting is now up and running.

Schedule a Teams Meeting from a Matter

Open the matter.
Swipe to or tap the Schedule tab.
Tap then Appointment.

You can also tap on the Home screen.
Enter the details of the appointment.
Toggle on.
Tap Save.

Start a Teams Meeting

Open the matter.
Swipe to or tap the Schedule tab.
Open the appointment.
Tap .

Microsoft Teams will launch.
Choose your audio and video settings and click Join now when you are ready.

Your meeting is now up and running.

Last Modified Date

29/06/2023 2:08 pm

Title

Video Meetings in Microsoft Teams

URL Name

Video-Meetings-in-Microsoft-Teams-NZ

Resolution