Video & Meetings
Auto-generate a Teams link when you schedule a client call.
Teams meeting links are created through the same Microsoft Graph OAuth grant used for Microsoft 365.
How the connection works
You connect with a secure OAuth sign-in — TPP never sees or stores your password for this service.
Enabled automatically once Microsoft 365 is connected.
What syncs
Data permissions your firm controls
Microsoft Teams connects from inside TPP once your firm signs up — no separate setup outside the app.
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