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Procore

Tutorials

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Background

While in Procore’s Meetings tool, users with the ability to edit and create meetings can create Microsoft Teams meetings for both one-off meetings and recurring meetings. From the Meetings tool, users can log in to Microsoft Teams which enables the Create a Teams Meeting option. A Microsoft Teams link for the meeting is automatically added to the Video Conferencing Link field. The Microsoft Teams link can then be accessed by meeting attendees via web, iOS, and Android, as well as in any meeting PDFs and emails sent to the meeting attendees. Using Microsoft 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.

Important:

  • In order to use the Microsoft Teams Meeting feature with the Procore Meetings tool, a company administrator must install the Microsoft Teams integration from the Procore App Marketplace.
  • For general information on installing and uninstalling Procore Marketplace Apps, see Install an App from the App Marketplace and Uninstall an App.
  • In order to "Log in to Teams" from within the Procore Meetings tool, your organization may require that proper user permissions are set up in advance by an Azure Active Directory administrator. Please see Grant tenant-wide admin consent to an application on the Microsoft Azure product site for additional guidance.

Creating a Microsoft Teams Meeting in Procore

  1. Navigate to the project's Meetings tool.
  2. To create a new meeting, click Create Meeting.

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  1. Under Meeting Information, fill in the relevant information for the new meeting.
  2. In the Video Conferencing Link field, click Log in to Teams. If you are already logged into your Microsoft Teams account you can skip to Step 6.

microsoft-teams-login.png

  1. You will be prompted to log in to your Microsoft Teams account. Note that you must have a valid Microsoft Teams account to create a Microsoft Teams meeting.
  2. After successfully logging in to your Microsoft Teams account, you should see the Create a Teams Meeting button. You may need to refresh the page for the button to become visible.

create-teams-meeting.png

  1. Click Create a Teams Meeting. The Video Conferencing Link field is automatically filled in with the Microsoft Teams meeting link.

join-teams-meeting-link.png

  1. Click Create to finish creating the meeting.

Joining a Microsoft Teams Meeting in Procore

After a Microsoft Teams meeting is created using the Procore Meetings tool, meeting invitees can join the Microsoft Teams meeting directly from the Procore Meetings tool using the following steps.

  1. Navigate to the project's Meetings tool.
  2. Open the meeting that has the Microsoft Teams information within it.

join-teams-meeting.png

  1. Click Join Teams Meeting. You will be placed onto the Microsoft Teams meeting.
 Note
Procore Mobile (iOS and Android) users may be prompted to download and install the Microsoft Teams app to their device when tapping the URL link to the Microsoft Teams meeting. Users that already have the app on their device will not be prompted to install Microsoft Teams.

Logging Out of (De-authenticating) Microsoft Teams

  1. Log in to Procore and click the Account & Profile icon in the top toolbar.
  2. Click My Profile Settings.
  3. Scroll down and locate 'Microsoft Teams Authorization'.
  4. Click Log Out.