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Best CRM for Small Business on Microsoft Teams
The best CRM for small business fits how your team already works, not the other way around.

Marc (TeamsWork)
May 136 min read


Best CRM for Remote and Hybrid Sales Teams
The best CRM for remote and hybrid teams keeps your pipeline moving no matter where your reps are.

Marc (TeamsWork)
May 75 min read


What Makes a CRM GDPR Compliant? Guide for EU Organisations
What GDPR requires from a CRM, the features to check, and how CRM as a Service keeps your EU customer data compliant.

Marc (TeamsWork)
Apr 295 min read


CRM as a Service Is GDPR Compliant for EMEA Organisations
CRM as a Service is GDPR compliant for EMEA organisations, with EU data stored in Germany and a documented SAR process.

Marc (TeamsWork)
Apr 293 min read


Sales Management in Microsoft Teams with CRM as a Service
Manage your entire sales pipeline in Microsoft Teams with CRM as a Service, without switching apps.

Marc (TeamsWork)
Apr 24 min read


Legal CRM for Law Firms: Client Intake and CRM Software for Legal Firms
Managing legal client intake across inboxes and spreadsheets creates gaps. Here's what to look for in a legal CRM for law firms.

Marc (TeamsWork)
Apr 16 min read


CRM for Manufacturing: Manage Sales & Orders in Microsoft Teams
See how manufacturing teams manage sales pipelines and customer relationships using a CRM built for Microsoft Teams.

Marc (TeamsWork)
Mar 315 min read


Group Visibility in CRM As A Service
Learn how Group Visibility in CRM As A Service control who can view and edit data, ensuring secure and predictable collaboration.

Marc (TeamsWork)
Jan 263 min read


How VC Firms Can Track Investments in Microsoft Teams with CRM as a Service
Explore how CRM as a Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

Marc (TeamsWork)
Dec 31, 20253 min read


Edit OneDrive Documents in Microsoft Teams CRM
Cloud storage in CRM As A Service keeps your documents organized, secure, and accessible directly from Microsoft Teams.

Marc (TeamsWork)
Dec 18, 20253 min read


How Outlook Sync in Microsoft Teams CRM Simplifies Customer Communication
Centralize all your customer communication in Microsoft Teams with Outlook Sync in CRM As A Service — stay organized and connected effortlessly.

Marc (TeamsWork)
Oct 29, 20252 min read


How to Manage Your CRM Calendar in Microsoft Teams
Discover how integrated calendar features in Microsoft Teams CRM streamline scheduling, boost productivity, and keep your sales team aligned.

Marc (TeamsWork)
Oct 14, 20253 min read


Enhance Follow-Up Performance Using Overdue Activities in Microsoft Teams CRM Power BI
Spot overdue sales tasks early with CRM Power BI in Microsoft Teams CRM and keep your pipeline moving with better follow-up.

Marc (TeamsWork)
Aug 15, 20253 min read


Monitor Sales Stage Duration Using Time in Stage Analysis in Microsoft Teams CRM Power BI
Use Time in Stage analysis from CRM Power BI to track deal progress inside your Microsoft Teams CRM workspace.

Marc (TeamsWork)
Aug 1, 20253 min read


Waterfall Analysis: See Where Your Sales Pipeline is Leaking
See where your deals drop off with Waterfall Analysis in CRM As A Service stage-by-stage pipeline clarity in Power BI.

Marc (TeamsWork)
Jul 16, 20253 min read


Unlock Sales Insights with Cohort Analysis in the CRM As A Service Power BI Dashboard
Unlock sales trends over time with CRM As A Service Power BI Dashboard. Visualize conversion speed and improve strategy.

Marc (TeamsWork)
Jul 11, 20253 min read


How to Set Up CRM As A Service in Outlook for Better Sales Management
Set up CRM As A Service in Outlook to manage leads, track deals, and boost sales—all without leaving your inbox.

Marc (TeamsWork)
Jun 4, 20253 min read


How to Change or Upgrade Your TeamsWork Subscription
Learn how to change, upgrade, or manage your TeamsWork subscription via Microsoft Teams or AppSource with step-by-step guidance.

Marc (TeamsWork)
May 30, 20253 min read


How to Capture the Log Information about Ticketing / Checklist App in Teams Desktop
How to capture log info for Ticketing/Checklist App issues in Microsoft Teams Desktop to assist developer troubleshooting.

Marc (TeamsWork)
May 22, 20252 min read


Streamline the Mortgage Process with CRM as a Service in Microsoft Teams
Manage the full mortgage process with CRM as a Service. Track loans, resolve cases, and collaborate easily within Microsoft Teams.

Marc (TeamsWork)
May 9, 20253 min read
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