Setting up future meetings with participants using Teams calendar or Outlook integration
Hi Hannah,
Thanks for clearly outlining the workflow you are trying to achieve.
Based on the documented Microsoft integration, the main difference is the direction of synchronization:
- Creating the webinar directly in Teams
If you create a Teams Webinar directly from the Teams app, there does not appear to be a documented native synchronization path that automatically sends the webinar registration and attendance data back into Dynamics 365 Customer Insights - Journeys.
If CRM-based registration, reporting, and attendance tracking are important, it would therefore be safer to continue managing the event through Customer Insights - Journeys.
Creating the webinar through Dynamics 365
When the webinar is created and managed through Customer Insights - Journeys, registrations can synchronize with the associated Teams webinar. However, the documented attendee calendar functionality does not appear to provide the same automatic calendar invitation experience as a webinar created directly in Teams.
The supported approach is to use Customer Insights - Journeys email communications with calendar/.ics functionality. This allows registrants to add the event to their calendars, although it is not exactly the same as automatically placing a calendar hold immediately after registration.
So, if your priority is CRM integration and attendance reporting, I would recommend keeping the webinar managed through Customer Insights - Journeys and using its calendar/.ics functionality for attendees.
If your priority is automatic calendar invitations immediately after Teams webinar registration, the native Teams webinar experience may be a better fit, but you would need to verify whether your organization can build the required Dynamics synchronization through Power Automate or another integration.
Useful Microsoft documentation:
Teams webinars with Customer Insights - Journeys
Teams webinars v2 in Customer Insights - Journeys
I hope this helps clarify the trade-off between the two approaches.Hi Hannah,
Thanks for clearly outlining the workflow you are trying to achieve.
Based on the documented Microsoft integration, the main difference is the direction of synchronization:
Creating the webinar directly in Teams
If you create a Teams Webinar directly from the Teams app, there does not appear to be a documented native synchronization path that automatically sends the webinar registration and attendance data back into Dynamics 365 Customer Insights - Journeys.
If CRM-based registration, reporting, and attendance tracking are important, it would therefore be safer to continue managing the event through Customer Insights - Journeys.
Creating the webinar through Dynamics 365
When the webinar is created and managed through Customer Insights - Journeys, registrations can synchronize with the associated Teams webinar. However, the documented attendee calendar functionality does not appear to provide the same automatic calendar invitation experience as a webinar created directly in Teams.
The supported approach is to use Customer Insights - Journeys email communications with calendar/.ics functionality. This allows registrants to add the event to their calendars, although it is not exactly the same as automatically placing a calendar hold immediately after registration.
So, if your priority is CRM integration and attendance reporting, I would recommend keeping the webinar managed through Customer Insights - Journeys and using its calendar/.ics functionality for attendees.
If your priority is automatic calendar invitations immediately after Teams webinar registration, the native Teams webinar experience may be a better fit, but you would need to verify whether your organization can build the required Dynamics synchronization through Power Automate or another integration.
Useful Microsoft documentation:
Teams webinars with Customer Insights - Journeys
Teams webinars v2 in Customer Insights - Journeys
I hope this helps clarify the trade-off between the two approaches.