Events > Working with Events > Microsoft Teams Meetings

The LMS supports Microsoft Teams integration, allowing LMS administrators to generate a Teams meeting link directly from an LMS Calendar event using the Include Webinar and Teams Meeting options. Invited users receive standard Outlook/Teams invitations, and accepted meetings are automatically added to their Outlook and Teams calendars.

Teams meetings can be added to, removed from, or regenerated for existing LMS Calendar events at any time. To function correctly, a Teams meeting must have at least one Event Contact assigned. The Event Contact is designated as the Teams meeting organizer.

Before using this feature, certain technical requirements must be configured within your environment. Share the Teams Integration Technical Requirements with your IT team to ensure the necessary configuration and supports are in place.

Add a Teams Meeting Link to an Event

1.Create or edit a scheduled webinar/event in the LMS Calendar.

2.Check the Include Webinar option.

Include Webinar Option

3.Select the Teams Meeting option.

Teams Meeting Option

4.Add the Event Contact(s). To ensure proper management of the Teams meeting at least one Event Contact is required to be added to the meeting. It is highly recommended that the Instructor, Trainer, and/or Facilitator be designated with this role. For more information about configuring Event Contacts in your LMS, see Event Contacts.

Important!

Each Teams meeting requires at least one Event Contact. Each Event Contact added to the LMS event will automatically be designated as a Teams meeting co-organizer.

Only individuals explicitly added to an LMS event as Event Contacts will receive Teams meeting co-organizer permissions. If an Event Contact is removed from the event, they will also lose their co-organizer permissions for the Teams meeting.

You can add multiple Event Contacts to an event, and each will be designated as a Teams co-organizer.

5.Save the event. Once saved, the LMS automatically generates the Microsoft Teams meeting link and associated meeting details.

Teams Meeting Link generated

6.Complete any remaining event details and select Save.

7.Add users to the event or allow users to self-enroll.

8.Invited or enrolled users will receive the standard Outlook/Teams invitations. Accepted meetings appear in their Outlook and Teams calendars.

9.After the session, attendance data is synchronized nightly from Microsoft Teams back to the LMS for reporting and completion tracking.

Important!

Attendance, transcripts and recordings are available via the Teams chat for organizers (Event Contacts) after the meeting ends but are subject to your organization's retention policies. We do not store this data, the organizer and the firm is responsible for this information.

Teams meeting settings are controlled by the organizers (Event Contacts) when the meeting starts. It is recommended the organizer join the meeting 5 minutes early to access the Controls within the meeting, i.e. lobby settings, who can present, etc.