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Microsoft Teams

Teams calls land in the call list automatically and Teams meetings are created straight from the projectfacts calendar. Without copying meeting URLs.

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What the Microsoft Teams integration does

The integration connects projectfacts to your Teams tenant through Microsoft Graph and covers two directions: Teams calls are logged automatically and appear in the phone interface, and Teams meetings are created straight from the projectfacts calendar.

That removes the hunting around. Anyone wanting to send an e-mail or book time after a Teams call previously had to look up the address in their mail client and match it to the right call. Now both hang off the logged conversation.

What the Teams integration is for

Calls logged

Every Teams call of the last seven days in the phone interface, with time, duration and main contact.

Meetings from the calendar

Create Teams meetings in the usual appointment dialogue; Microsoft sends the invitations.

Pick up where you left off

Book time against a call or send an e-mail without looking up the address.

Teams calls in the projectfacts phone interface

Teams calls

Every conversation in the phone interface

The telephone icon in the sidebar gives you access to all incoming and outgoing calls, including every Teams conversation of the last seven days. If you have also connected your telephone system, Teams calls can be told apart by the Teams icon in the top right corner.

Incoming calls are marked with a green arrow pointing left, outgoing ones with a blue arrow pointing right. The list shows the time and duration as well as the main contact, and for group meetings the number of further participants.

  • Teams conversations of the last seven days
  • Incoming and outgoing distinguished by colour
  • Main contact and participant count at a glance
Call list with Teams conversations in the CRM module

Call list in the CRM

A detailed view of your Teams conversations

The full overview sits in the call list of the CRM module. Depending on your permissions you can also see your colleagues' calls there.

The quick filter switches between incoming and outgoing calls and distinguishes Teams meetings by whether you joined as organiser or as participant. Clicking a row takes you to the main contact of the call, provided it is stored in the CRM.

  • Start and end time plus duration per conversation
  • Filter by direction and by organiser or participant
  • Jump to the main contact with one click

Connect Teams and projectfacts

In a free initial consultation we go through the setup and show what the connection brings to your team's working day.

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Creating a Teams meeting in the projectfacts calendar

Teams meetings

Create meetings directly in projectfacts

You click the plus symbol in the team calendar as usual and choose a new appointment. In the online meeting field you select the Microsoft option, enter the appointment details and add the participants, groups and people from your organisation as well as external guests.

Once you send it, Microsoft automatically issues the invitations to everyone on the list, with the title and description text carried into the mail. If you later change the time or the description, an updated invitation goes out automatically.

  • Create a Teams meeting in the usual appointment dialogue
  • Add internal and external participants
  • Invitations and updates sent automatically

How the interface is set up

The connection is enabled once in the configuration. Our consulting team will support you with it.

Three steps in the configuration

In the configuration you go to the general menu item and choose interfaces. The button for granting access to Microsoft Graph gives projectfacts the administrator consent. You then assign your employees to the matching users through the Azure AD user assignment.

For call logging you finally activate the Teams call history. For meetings the first two steps are enough.

  • Grant access to Microsoft Graph
  • Assign Azure AD users to your employees
  • Activate the Teams call history

Your benefits at a glance

No scattered meetings

Appointments and calls sit where you already work.

Billable

Book time directly against a Teams conversation.

Traceable

Every conversation can be found on the contact and in the call list.

Still have questions? We have the right answer!

Would you like to connect Microsoft Teams to projectfacts? Our consulting team will support you with the setup.

Contact us to the FAQ to the help center

Frequently asked questions about the Microsoft Teams integration

What does the Microsoft Teams integration in projectfacts do?
It covers two directions: Teams calls are logged automatically and appear in the phone interface, and Teams meetings can be created straight from the projectfacts calendar, with invitations sent automatically.
How do I set up the Teams interface?
In the configuration, under general and then interfaces, you grant projectfacts administrator consent for Microsoft Graph and then assign your employees to the matching Azure AD users. For call logging you additionally activate the Teams call history.
How far back can I see my Teams calls?
The phone interface in the sidebar holds every Teams conversation of the last seven days. A more detailed overview is available in the call list of the CRM module.
How do I tell Teams calls apart from landline calls?
By the Teams icon in the top right corner of the entry, provided you have also connected your telephone system to projectfacts. Incoming calls carry a green arrow pointing left, outgoing ones a blue arrow pointing right.
Can I book time against a Teams conversation?
Yes. Through the phone interface you pick up a logged Teams conversation, book time against it or send an e-mail, without having to look up the address separately.
Can I invite external participants to a Teams meeting?
Yes. In the appointment dialogue you add groups and people from your organisation through the participants field, and external participants through the selection below it. Microsoft then sends the invitations automatically.
What happens if I change a Teams appointment afterwards?
If you change details in the master data of the appointment, such as the time or the description, an updated invitation is sent automatically to all participants of the meeting.
Can I see my colleagues' Teams calls?
In the call list of the CRM module that is possible depending on your permissions. The quick filter additionally distinguishes meetings you joined as organiser from those you joined as participant.