Microsoft Teams integration
complete
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Travis Phipps
We use MS Teams for conf calls and other meetings with clients. It'd be great to optionally allow TimeZest to generate and include the Teams meeting request and include that in the invites.
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Eric Schueler
Agreed. We need Audio Conferencing included in the invites. All Microsoft Partners with a competency get free Audio Conferencing so this would apply to nearly all of your customers.
Jason Langenauer
complete
We know you've all been looking forward to this, and it's finally here! TimeZest can now integrate with Microsoft Teams, and automatically add a Teams online meeting to appointments, and let everyone know the information they need to join.
If you'd like to try it out, you can get all the details you need to know here: http://help.timezest.com/en/articles/4299398-scheduling-online-meetings-with-microsoft-teams
We'd love to hear any feedback you have, and are always here to answer any questions, or help with problems.
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Eric Lancy
Jason Langenauer: you guys do a fantastic job at listening to your customers and implementing meaningful updates/changes. Keep up the great work!
Eric Allerton
Jason Langenauer: This is great and almost 100% essential. We really need the ability for the Teams Meeting to utilize the MS Audio Conferencing license which adds a conference bridge number and pin. If for no other reason, if the user's computer is inaccessible, there's no other way for them to join the meeting.
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Bob Dickson
Jason Langenauer: We are evaluating both TimeZest and Calendly. Like @Eric Langerauer said back in August, we really need the Teams call- in number in the confirmation email. Calendly has figured this out (See attached comparison). We much prefer the Connectwise Manage Integration in Time Zest but cant use without a dial in number in teams. Hoping you can easily resolve
Jason Langenauer
Bob Dickson: Hi Bob,
This is an issue we're aware of, but it's reasonably involved to implement due to our templating system (as well as the need to also support Zoom), so I'm not sure when we'd have the resources to get to it. I've put it on my list to investigate further.
Jason Langenauer
in progress
We're starting work on this, and taking a risk on using the beta API which Microsoft has made available.
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Foster Charles
Jason Langenauer: Yay! Looking forward to this!
Jason Langenauer
Just to update on this: we've been investigating, and at the moment Microsoft only offers the ability to create an online meeting for the user who authorised the integration. This is a bit of a problem, as it creates a lot of complexity for TimeZest around getting each individual user to authenticate TimeZest with their Office 365 account, and then making TimeZest gracefully handle all the edge cases (e.g. if an Appointment Type requires a MS Teams video call, but the member being scheduled hasn't authenticated).
Microsoft has a more general API ("Create an online meeting on behalf of anyone in the organisation") but this is still in beta, and appears to be changing rapidly. Hopefully Microsoft includes this as part of their next release of the Graph API, and we can build on it then.
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Martin Henriksson
Jason Langenauer:
We await this with eager minds and hearts. This would drastically improve the usecases for this integration and would almost certainly mean that we would not only get this for ourselves but also recommend to all partners whom book meetings and has ConnectWise Manage.
Heck, even if you implement the single-authentication per user it would be something that can be used.
Give it a button to enable per user in TimeZest and warn the admin that the user needs to individually authenticate for it to work.
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Richard Juliano
We're also a Teams shop and recommend Teams to all of our clients.
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Kipp Stumpf
It would be nice if this would be configured at a member level as well. Most of our resources already have personal rooms so if a meeting is schedule with that resource it would be nice to have the information live on the member profile within time zest and then you could use a token in the e-mail template to pull in that information if desired. Something like the attached.
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Brady Nielsen
Zoom seems to be the standard between us, our clients and our vendors (Except Cisco, who uses WebEx).
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Matthew Zaroff
We work with a lot of MSPs. Teams, Zoom, GTM & WebEx seems to be the most common. I personally think that Teams & Zoom are the most popular at this time.
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Dave Kenworthy
I think this would pretty much work the same regardless of the conference tool (Skype for Business, Teams, Zoom, GoToMeeting etc) I imagine each user in TimeZest could configure it to point at their Teams account. Then the appointment type could have a 'create Teams meeting' option which created a new Teams meeting for that user and included the link in the invites that went to the client.
We have used Acuity scheduler (and built an integration with ConnectWise using Zapier). Acuity has an integration like this with both Zoom and GoToMeeting. We currently use the Zoom version but would much prefer Teams (and much prefer the slick integration with CW that TimeZest has)
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Travis Phipps
My thinking is this would be configured for specific appointment types like you suggested. Basically, allow us to create an appointment type for say "Remote QBR" and then let us optionally have TimeZest create and include a Teams meeting link when scheduling that appointment type.
I love the idea of being able to do this for CW Control (ScreenConnect) also.
I run into others using Zoom quite often. Not sure on the others. I've definitely used them but can't really say if they're common in other MSPs. Teams is becoming more and more common as it's included for MS Partners using Office 365.
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Dan Baird
Travis Phipps: checkout (and please vote on) https://timezest.canny.io/feature-requests/p/integrate-with-connectwise-control
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