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.
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
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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