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 Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 900 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 16 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube