This page provides an overview of all the basic and advanced features you need to familiarize yourself with regarding the Microsoft Teams CRM As A Service. All the posts in the Getting Started section are a must-see.
Explore the various sections of this blog post:
Getting Started - A Must Read!!!
Facing permission issue to install CRM As A Service? Read this blog post: How to Get Permission to Install TeamsWork App
Roles in CRM As A Service - Read the post
Understand the different roles within CRM As A Service and their capabilities.
Setting up CRM As A Service - Read the post
A step-by-step guide to setting up CRM As A Service in Microsoft Teams.
Configure the Sales Pipeline - Read the post
Set up your sales pipeline to reflect your sales stages and manage leads effectively.
Upload your Leads in CRM As A Service - Read the post
Import and organize your leads into CRM for streamlined tracking.
Create and Manage your Leads in CRM As A Service - Read the post
Create new leads, manage existing ones, and track their progress through the sales funnel.
Create and Manage Opportunities in CRM As A Service - Read the post
Turn leads into opportunities and manage them until they're closed.
Configure the Lead and Opportunity Form - Read the post
Customize your lead and opportunity forms to collect the information that matters most to your business.
Configure the Case Workflow and Form - Read the post
Set up case management workflows to handle customer inquiries and service requests efficiently.
Configure Email Sync in CRM As A Service - Read the post
Sync your email in Outlook with CRM to track communication with leads and customers.
Configure Contact Sync in CRM As A Service - Read the post
Keep your CRM contacts up-to-date by syncing with your Outlook contacts or the other way around.
Configure Calendar in CRM As A Service - Read the post
Sync your Outlook calendar with CRM to manage meetings and events related to your leads and customers.
Create and Manage Case in CRM As A Service - Read the post
Use the case management feature to handle customer issues from creation to resolution.
Filter your data with Views - Read the post
Use custom filter to organize your data for quick insights.
How to Subscribe to CRM As A Service - Soon
Choose a plan and subscribe to CRM As A Service through Microsoft Teams.
How to Unsubscribe to CRM As A Service - Read the post
Follow these steps to unsubscribe from CRM As A Service when needed.
Download Your Invoices and Change Your App Plan - Read the post
Access your billing information and adjust your subscription plan.
We are sorry if you are facing issues. Here are some common issues and resolution guidance.
The "Authentication in progress" message is stuck and nothing is happening - Read the Post
Error Message when adding an App Subscription on a New Azure Instance - Read the post
If you still have a question / enquiry about Ticketing App, do not hesitate to contact us here.
Curious about how Microsoft Teams CRM As A Service can benefit your team? Give the app a try and experience its powerful features firsthand.
Comments