Meetings in the teamspace calendar
You create Teams meetings straight in the calendar. The invitation goes out automatically to everyone, internal and external alike, and changes are resent.
Microsoft Teams integration: meetings in the calendar, calls in the CRM.
With the Microsoft Teams integration you create Teams meetings straight in the teamspace calendar, join them with a click and see every Teams call in the call list. A call becomes a CRM contact, a booked hour, a ticket or a follow-up. Included from the office edition onwards, with no extra module.
Scope
What the Microsoft Teams integration delivers.
Join without switching tools
The join button sits in the calendar entry. One click opens the meeting, with no jumping between applications.
Calls as an overview in the CRM
Every Teams call appears in the call list, with direction, duration and main contact. From there every call carries on into your processes.
Appointments
Teams meetings start in the teamspace calendar.
You create a Teams meeting where your appointments already sit: in the teamspace calendar. A tick turns the appointment into a Microsoft Teams meeting, and the rest works like any other entry.
- Invitation sent automatically to all participants, internal colleagues and external guests alike.
- Change resent: move the time or add someone, and everyone receives the updated invitation.
- No second program to set the appointment, everything stays in the calendar.
The meeting is created in a single step, rather than being maintained twice between calendar and Teams.
Joining
Join with a click, including Zoom and Meet.
When a Teams meeting sits in the calendar, a join button appears on the entry. One click opens the conversation, and you stay in the logic of your teamspace day.
- Other meeting URL can be added: if the meeting was created in Zoom, Google Meet or another tool, you paste the URL in and join with a click just the same.
- One click instead of switching tools, no one has to dig the link out of an email or a chat.
Whether Microsoft Teams or another tool: the way into the meeting runs through the calendar entry.
From the call
A call becomes a contact, time or ticket.
From every Teams call you trigger a series of follow-on actions in teamspace. That way communication hangs on your processes, rather than ending up in a phone log.
A Teams call does not stay in the phone log; it becomes a process in teamspace.
“Our staff appreciate how simple the system is.”
Overview
Every Teams call appears in the overview.
As soon as the connection is active, you see in the sidebar all the Teams calls and meetings of the last seven days that you took part in. Each row shows direction, duration and main contact.
- Calls and landline in one place: alongside the Teams conversations, ordinary calls sit in the same list.
- Filter precisely in the CRM: calls only, meetings only, as organiser or as participant.
- One click to the contact: from the call list you jump to the assigned contact in the CRM software.
That turns a fleeting call history into a list you can keep working from.
Day to day
What the connection saves in everyday work.
Three things by which the Microsoft Teams integration can be measured. All three run where the work already sits.
Appointments and calls in one place
- Meeting in the calendar, not beside it
- Calls in the CRM call list
- No jumping between applications
A conversation becomes a case
- Book time against the call
- Open a ticket from the request
- Note and follow-up on the contact
With your own Microsoft account
- Activated per user, optional
- Data in your own Microsoft tenant
- teamspace data stays in the EU
Intro call
15 minutes along your Teams workflow.
You show us how meetings and calls happen at your firm today. We show how appointments and calls come together with contacts, hours and tickets. After that you know whether the connection fits your setup.
More from teamwork
What the Teams connection borders on in everyday work.
The connection is part of the teamwork software. These areas border on it directly and share the same user groups.
Team calendar
The team's appointments, availability and meetings in one view.
Learn moreTeam chat
1:1 and group chat in the system, Microsoft Teams compatible.
Learn moreTask management
An agreement becomes the open item with owner and deadline.
Learn moreFile management
Store shared files versioned, on the project and the client.
Learn moreCompany wiki
What gets asked often belongs versioned in the wiki.
Learn moreTeam forum
For topics that run longer, with polls and editing.
Learn moreDefinition
What is the Microsoft Teams integration?
The Microsoft Teams integration connects Microsoft Teams with teamspace. Appointments, joins and calls take place in teamspace, while Microsoft Teams handles the communication. The connection is optional and is activated by the customer with their own Microsoft account.
In practice this means: Teams meetings start in the teamspace calendar, joining works with a click, and Teams calls appear in the CRM call list. From there every call can be linked with a contact, a booked hour, a ticket or a follow-up.
A chat sync of the Teams channels is deliberately not provided. The familiar Microsoft 365 world stays, and the link to projects, clients and tickets is made in teamspace. For professional services firms what counts most is that conversations do not sit beside the work, but on it.
At a glance
The Teams connection is one area of teamwork.
Appointments and calls are one thing, the rest of the collaboration another. How teamspace bundles boards, wiki, forum, team calendar and chat in one application, each board with its own wiki, forum and file drawer, is shown by the overview of the teamwork software.
To the teamwork softwareData protection
Activated with your own Microsoft account.
The connection is optional. The customer activates it per user via the Microsoft login and connects their own Microsoft tenant with teamspace. Calendar and call data thus flow into the customer's tenant; here 5 POINT is not a sub-processor, but only provides the connection.
This leaves untouched how teamspace processes your data: still exclusively in the EU, in an ISO 27001 certified data centre in Frankfurt am Main. Anyone switching the integration on assesses the additional data flow to Microsoft for themselves; teamspace itself keeps no US data flows in the mandatory data path. The contracting party is 5 POINT AG from Darmstadt.
Related modules
What people usually talk about on a call.
Whoever is on a call or holding a meeting almost always talks about a project, a client or a booked hour. Here are the shortest routes there.
Project management
A meeting becomes project work: structure, phases and planned-versus-actual, up to date.
- Tasks on the work package
- Gantt with predecessor logic
- Planned-versus-actual and contribution margin
CRM software
The call lands on the contact: cases, history and call lists in one place.
- Organisation, contact and case
- Digital customer file as a timeline
- Calls and emails on the contact
Time tracking online
A call becomes the booked hour: billable or internal, kept apart.
- Book onto project or ticket
- Duration and partner carried over
- Approvals traceable
Microsoft Teams and teamspace working together
In many firms Microsoft Teams is the central tool for meetings and calls. When appointments and calls sit in one tool and projects, hours and tickets in another, double maintenance arises. The Microsoft Teams integration connects both worlds: meetings start in the teamspace calendar, joining works with a click, and Teams calls appear in an overview from which contacts, times, tickets and follow-ups can be linked.
Creating Teams meetings in the teamspace calendar
In the teamspace calendar you create Microsoft Teams meetings directly. The invitation goes out automatically to all participants, internal and external. If you adjust the appointment later, for instance the time, description or participants, everyone receives an updated invitation, without you switching between applications.
Joining straight from the calendar
As soon as the mouse hovers over a calendar entry with a Teams meeting, a join button appears. One click opens the meeting, and you stay in the logic of your teamspace day.
Using other meeting tools
Instead of a Microsoft Teams URL you can also add Zoom, Google Meet or other meeting links in the calendar entry. Joining works the same way through a click in the teamspace calendar.
Overview of your Teams calls and meetings
As soon as your Microsoft Teams connection is active, you see in a sidebar all the Teams calls and meetings of the last seven days that you took part in, with direction, duration and main contact. Through the CRM module you filter precisely: calls only, meetings only, as organiser or as participant.
Carrying on from the call
For each Teams call teamspace offers a series of follow-on actions with which you connect the communication to your processes:
- Jump to the CRM contact, if stored; otherwise create the contact with one click.
- Book working time, with meeting duration and conversation partner taken over automatically.
- Add a CRM note, to document the reason and content of the call on the contact.
- Create a ticket, opening a ticket straight from a client request, with contact details carried over.
- Set up a follow-up appointment, with one click, again as a Teams meeting if you wish.
Data protection and activation
The Microsoft Teams integration is optional and is activated by the customer with their own Microsoft account. Calendar and call data thus flow into the customer’s Microsoft tenant; here 5 POINT is not a sub-processor, but only provides the connection. The processing of teamspace customer data remains untouched by this and still takes place exclusively in the EU, in an ISO 27001 certified data centre in Frankfurt am Main.
Does this fit your requirements?
Wondering whether the Microsoft Teams integration makes sense in your organisation? In the 15- to 30-minute call we look at your Teams workflow, the permission logic and which follow-on functions are relevant for you.
Frequently asked questions on the Microsoft Teams integration
How is the integration activated?
Activation happens per user via the Microsoft login. The customer's Microsoft tenant is connected with teamspace, after which calendar appointments and calls appear in teamspace. The connection is optional and included in the office edition.
Which data is exchanged?
On activation, teamspace connects to the customer's Microsoft tenant. Calendar appointments and Teams calls of the logged-in user are shown in teamspace. The data flows into the customer's own Microsoft tenant; here 5 POINT is not a sub-processor. teamspace itself processes customer data exclusively in the EU.
Do Zoom or Google Meet work too?
Yes. Instead of a Microsoft Teams URL you can also paste meeting URLs from other tools, such as Zoom or Google Meet, and join with a click just the same. The call overview and the CRM link, however, relate specifically to Microsoft Teams.
Are Teams chats synchronised to teamspace?
No, a chat sync of the Teams channels is deliberately not provided. The connection covers appointments, joins and calls. For communication on the case there is the teamspace team chat, which is compatible with Microsoft Teams.
What happens during a Teams outage?
The teamspace web interface and the installable web app (PWA) work independently of Microsoft Teams. During a Teams outage, staff keep working via browser or PWA; only the Teams-specific call and appointment functions pause.
Which edition includes the integration?
The Microsoft Teams and the Outlook interface belong to the office edition and are included there at no extra charge for a separate module. The data sits in an ISO 27001 certified data centre in Frankfurt am Main; the contracting party is 5 POINT AG from Darmstadt. Which edition fits, we clarify in the intro call.
Intro call
See the Teams connection in an example.
We discuss your Teams workflow and check which follow-on functions count for you. You get an honest assessment of whether the connection fits your setup.