Meetings with Microsoft Teams

Data Connection

With the Teams integration you can:

Create Teams Meetings with one click from the meetings tool and include it in the agenda

Join Teams Meetings with one click from meeting agendas on the web, mobile, and email.

Store web conferencing meeting details in meeting agendas

Integration Summary

Procore customers leverage our meetings solution to ensure everyone is aligned and tracking critical updates and decisions on their projects. Many of these meetings happen in person; however, many of them need to include collaborators who are working in remote offices. Procore has enabled a seamless integration with Microsoft Teams, to ensure that all stakeholders can be connected no matter where they are or what device they are using. Users can continue to leverage Procore to collaborate and track critical project initiatives while ensuring their entire team can conference into any meeting with a single click.

How it works

While in Procore’s meetings tool, users with the ability to edit and create meetings can now create Teams meetings for both one-off meetings and recurring meetings. A user will be presented with the option to login to Teams for the first time and moving forward there will be the option to “Make it a Teams” meeting. A Teams link will populate the Video Conferencing Link field and these links can be accessed via web, iOS, and Android as well as in any PDF agendas and emails sent to the meeting attendees. Using Teams for video conferencing allows your team to visually share documents, discuss important updates, and check-in regularly despite working from a different location or remotely.

Integration Requirements
  • Teams Account (Free or Paid)
  • Permission to install apps into your Teams Account
  • Procore Project Management Pro or Project Management Owners
Required Procore Tools
  • Meetings
Helpful Links

Procore Support Article
Sign up for Teams Meeting & Chat

About Microsoft Teams

Microsoft Teams is an entirely new experience that brings together people, conversations and content—along with the tools that teams need—so they can easily collaborate to achieve more. It’s naturally integrated with the familiar Office applications and is built from the ground up on the Office 365 global, secure cloud.

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