Microsoft Teams - Virtual Appointment - No app required!

Posted on: 03/29/2023

Microsoft Teams is rolling out Virtual Appointments. Virtual Appointments make it easy to schedule meetings, and the meeting attendees do not need to install Teams. Even joining from an Android or iPhone, there is no need to install Teams.

Examples of who would use Virtual Appointments: insurance agents meetings with new clients, financial advisors meeting with clients, and attorneys meeting with clients are just a few examples.

YouTube Video

Steps to create a virtual appointment

In Teams desktop, go to your Calendar.
Click the drop-down arrow for New Meeting, and select Virtual appointment
Type in the meeting title, the names and addresses of the attendees
Click Send.

**Create a virtual appointment in Teams**

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Just some of the topics covered

Navigation Teams
Using private Chat
Using group Chat
Teams Meetings
1. Scheduling Meetings
2. Meeting controls
3. Roles in a meeting
4. Sharing resources
5. PowerPoint in a meeting
6. Scheduling Team meetings from Outlook
Working with Teams and Channels
1. Conversations
2. Files
3. Wiki and OneNote
Using Outlook and Teams
Using apps in Teams

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Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.