Case Study

D365 Teams Meeting Automation

Server-side Dynamics 365 plugin that automates the entire Teams meeting lifecycle — creation, updates, cancellation, and rebooking — from the Schedule Board.

C# PluginDynamics 365Microsoft Teams APIDataverse SDKServer-Side SyncEnvironment Variables
blitzy.com.au/stories/dynamics-teams-integration

What you're watching

This animated walkthrough shows how a single booking action on the Schedule Board triggers automatic Teams meeting creation, email notifications, timezone displays, and bidirectional sync.

Watch the full lifecycle: create, update, cancel, and rebook.

Key outcomes

Zero manual steps after booking
Bidirectional sync (Booking↔Teams↔Case)
Cross-timezone awareness
Multi-trigger lifecycle management

The problem

Manual Teams creation

Schedulers had to manually open Teams, create a meeting, copy the join link, paste it into the case event — for every booking.

Forgotten notifications

When times changed or bookings were canceled, registrars weren’t notified — leading to missed meetings.

Broken links

Teams meeting links were hardcoded per environment. Moving between dev, test, and production broke every link.

Timezone confusion

Schedulers and registrars in different timezones had no clear display of meeting times in their local timezone.

What we built

Auto-create meetings

Plugin fires on booking creation — reads case details, creates Teams meeting under the registrar’s identity, links everything together.

Full lifecycle sync

Time changed? Meeting updates. Resource changed? Ownership transfers. Canceled? Meeting cancels. Rebooked? New meeting created.

Environment-agnostic links

Case URLs resolve dynamically per environment (dev/test/prod) using environment variables — links always work.

Timezone display

Every notification shows meeting time in both the scheduler’s and registrar’s timezones — no confusion.

Who this is for

Government tribunals

Legal and administrative tribunals managing case hearings, listings, and conferences.

Enterprise scheduling

Organisations using D365 Schedule Board for resource booking that need Teams integration.

Case management systems

Any D365-based CRM needing automated meeting lifecycle tied to case events.

Need D365 automation?

We build server-side Dynamics 365 plugins that automate Teams meetings, notifications, and bidirectional sync from the Schedule Board.

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