Remote Detailing Launch: Microsoft Teams

Table of Contents

Add the CT Presenter app to share CLM presentations during the Teams meeting.

Teams Meeting: Presenter

Currently, you can use only the desktop application MS Teams for presentations. Click here to download the app.

To add the CT Presenter app before a Teams meeting:

To add an app during Teams meeting:

For more details, refer to Use apps in Teams meetings.

To share CLM presentations during the Teams meeting:

Before the Teams meeting:
1. create the invitation link;
2. add the desired CLM presentations;
3. copy the Meeting ID.
  
  For more information, refer to Remote Detailing Launch: Salesforce Side.
Click the CT Presenter app.
Click Login via Salesforce, enter your Salesforce credentials, and click Log In.
Enter the Meeting ID and click Select.
Click Save to start sharing CLM presentations.
Wait for attendees to join and click Admit to add an attendee from the lobby to the Teams meeting.
When all attendees are at the meeting, click on the sidebar menu to share CLM presentations.

To finish the Teams meeting, click Leave. All statistics will be saved on the corresponding Activity record.

Due to Microsoft restrictions, attendees have to use the Teams desktop or mobile app. Click to download the app.

To view CLM presentations:

Accept and open the Teams meeting.
Wait in the lobby till the presenter admits your access.
- Teams for Desktop
- Teams for Mobile

To finish the Teams meeting, click Leave.