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Notifications in CRM As A Service for Microsoft Teams
Stay informed with real-time CRM notifications in Microsoft Teams. Get instant updates on leads, opportunities, and cases effortlessly.
Marc (TeamsWork)
Mar 273 min read
20 views
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How to Create a QR Code for Easy Ticket Submission in Microsoft Teams
Easily generate a QR code to streamline ticket creation in Microsoft Teams. Just scan and open the New Ticket form instantly!
Marc (TeamsWork)
Feb 241 min read
32 views
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Configure Custom Fields in Your Lead and Opportunity Form in CRM As A Service
Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service ....
Marc (TeamsWork)
Sep 19, 20242 min read
90 views
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Mastering the Sales Pipeline in CRM As A Service
Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.
Marc (TeamsWork)
Sep 18, 20243 min read
102 views
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Managing Your Leads with CRM As A Service
Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.
Marc (TeamsWork)
Sep 18, 20243 min read
164 views
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Create and Manage Opportunities in CRM As A Service
Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success
Marc (TeamsWork)
Sep 18, 20244 min read
145 views
0 comments

Import / Upload Data in CRM As A Service
Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.
Marc (TeamsWork)
Sep 18, 20243 min read
124 views
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Owner vs Assignee vs Member - Understand roles in Ticketing As A Service
Discover the crucial distinctions between owners, assignees, and members in Ticketing As A Service, and learn how to configure them.
Marc (TeamsWork)
Mar 9, 20242 min read
334 views
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Managing Users in Apps and Controling User Lists in People Picker
3 simple ways to control who appears in the people picker for your Checklist or Ticketing instance.
Marc (TeamsWork)
Feb 29, 20242 min read
85 views
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Configuring Display of Tickets list in Ticketing App by TeamsWork
Users can effortlessly configure the order of columns by simply dragging and dropping them in the contextual menu.
Marc (TeamsWork)
Oct 17, 20231 min read
42 views
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Renaming Instances in Ticketing as a Service
Hi All, Instance name appear in 2 locations: in your personal ticketing tabulation and for Ticketing Owners, instance panel is also...
Marc (TeamsWork)
Oct 17, 20231 min read
63 views
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Previewing attachments in Ticketing as a Service
We're thrilled to share a new feature that will transform how you interact with attachments.
Marc (TeamsWork)
Sep 21, 20231 min read
76 views
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Ensuring Data Privacy: TeamsWork Apps Meet HIPAA Compliance Standards
While not HIPAA certified, data privacy is a priority. Discover our robust privacy measures, Azure security, and encryption.
Marc (TeamsWork)
Aug 17, 20232 min read
159 views
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Receving Ticketing Notifications in Teams Channel, Leveraging Email to Ticket feature
Hi all, In this blogpost, we are going to talk about notifications sending in teams channel rather than privately.
Marc (TeamsWork)
Aug 11, 20231 min read
153 views
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Visibility and Progress in Checklist
In this blogpost, we are going to talk about Visibility & Progress in Checklist As a Service.
Marc (TeamsWork)
Jul 28, 20231 min read
63 views
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Introduction to Personal Tab in Ticketing App by TeamsWork
Introducing the exciting new feature in Ticketing App: the Personal Tab. Now managing tickets from multiple instances is easier than before.
Marc (TeamsWork)
Jun 24, 20232 min read
612 views
0 comments


Attaching Photos and Videos with your Device's Camera in Ticketing App by TeamsWork
We are excited to announce the release of a new feature in our Ticketing App that allows you to capture photos and videos using your device.
sangdelattre
Jun 24, 20231 min read
81 views
0 comments


Introduction to 300+ curated ready-to-use templates in Checklist App by TeamsWork
Discover efficiency and consistency with our Templates Library! Streamline operations, and enhance productivity across departments.
Marc (TeamsWork)
Jun 20, 20231 min read
446 views
0 comments


Introduction to Recurring Checklist in Checklist App by TeamsWork
By automating creation of repetitive checklists, you can save time, enhance consistency, and improve productivity within your organization.
Marc (TeamsWork)
Jun 20, 20232 min read
341 views
0 comments

What Ticketing Tool for Microsoft Teams in 2023 to support your Customers and Employees
choosing the right ticketing tool for Microsoft Teams is an important decision for any customer service team. The ticketing solution must to
Marc (TeamsWork)
Mar 9, 20239 min read
201 views
0 comments
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