Spot overdue sales tasks early with CRM Power BI in Microsoft Teams CRM and keep your pipeline moving with better follow-up.

Use Time in Stage analysis from CRM Power BI to track deal progress inside your Microsoft Teams CRM workspace.

See where your deals drop off with Waterfall Analysis in CRM As A Service stage-by-stage pipeline clarity in Power BI.

Unlock sales trends over time with CRM As A Service Power BI Dashboard. Visualize conversion speed and improve strategy.

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

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

How to capture log info for Ticketing/Checklist App issues in Microsoft Teams Desktop to assist developer troubleshooting.

Top Microsoft Teams productivity tools in 2025 to boost collaboration, task management, and streamline workflows for all teams.

Simplify legal client intake with CRM As A Service in Microsoft Teams. Streamline workflows, improve communication, and grow your firm.

Manage the full mortgage process with CRM As A Service—track loans, resolve cases, and collaborate easily within Microsoft Teams.

Easily customize your view in CRM As A Service by adding, hiding, sorting, and rearranging columns to fit your workflow.

Explore how CRM As A Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

Turn contact form submissions into CRM leads automatically using Microsoft Forms, Power Automate, and CRM As A Service.

Stay updated with team activities in CRM As A Service, view current and recent actions, and keep track of progress in real-time.

Easily manage every Activity—calls, meetings, tasks, and follow-ups—right from CRM As A Service in Microsoft Teams.

Centralize sales activity, notes, attachments, and emails in one view with the History panel in CRM As A Service.

Learn how to record PSR and HAR files in Incognito mode to help troubleshoot issues with TeamsWork apps efficiently.

Stay informed with real-time CRM notifications in Microsoft Teams. Get instant updates on leads, opportunities, and cases effortlessly.

Understand the roles of Contact, Other Participants, and Followers in CRM As A Service to improve collaboration and sales efficiency.

Manage financial deals efficiently in Microsoft Teams with CRM As A Service—centralized tracking, collaboration, and seamless Outlook sync.