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

Marc (TeamsWork)
Mar 192 min read
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Managing Financial Deals in Microsoft Teams with CRM As A Service
Manage financial deals efficiently in Microsoft Teams with CRM As A Service—centralized tracking, collaboration, and seamless Outlook sync.

Marc (TeamsWork)
Mar 183 min read
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How to Better Manage CRM by Popping Up Its Window in Teams and Bookmarking the Page in Chrome
Easily access your CRM in Microsoft Teams! Learn quick tricks to pop up the CRM window and bookmark it in Chrome for seamless navigation.

Marc (TeamsWork)
Mar 112 min read
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Accessing and View Archived Leads in CRM As A Service
Easily access and restore archived leads in CRM As A Service with the Archive View. Keep your sales pipeline organized and efficient.

Marc (TeamsWork)
Mar 102 min read
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A Smarter CRM for Educational Institutions in Microsoft Teams
Simplify student admissions, tracking, and engagement with CRM As A Service—natively integrated within Microsoft Teams.

Marc (TeamsWork)
Feb 183 min read
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Maximize Your Microsoft 365 Investment with CRM As A Service
Unlock the full potential of Microsoft Teams with CRM As A Service—streamline sales and boost productivity in one place.

Marc (TeamsWork)
Dec 13, 20243 min read
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How to Streamline Your Sales Process in Microsoft Teams with CRM As A Service
Integrating CRM directly into Microsoft Teams simplifies the sales process and boosts team productivity.

Marc (TeamsWork)
Nov 28, 20243 min read
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Seamless Sales Management in Microsoft Teams with CRM As A Service
If your sales team already uses Microsoft Teams for communication, integrating your CRM directly into Teams can streamline your workflow.

Marc (TeamsWork)
Nov 26, 20243 min read
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CRM As A Service Now Available on Microsoft AppSource
Following the success of Ticketing As A Service and Checklist As A Service, we are thrilled to introduce CRM As A Service for Microsoft Team

Marc (TeamsWork)
Nov 13, 20242 min read
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Stay in Control of Your Budget: TeamsWork’s Flexible Subscription and Quota System
This article explains quotas, what happens when you reach them, and why upgrading your plan is essential for smooth TeamsWork usage

Marc (TeamsWork)
Sep 27, 20244 min read
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Why seek CRM integration with Microsoft Teams when a native CRM option is available?
Native apps like CRM As A Service are specifically designed to function seamlessly within the Microsoft Teams ecosystem. Here's why CRM As A

Marc (TeamsWork)
Sep 26, 20242 min read
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What is Lead, Opportunity, Contact, and Organization: Clearing Up the Confusion
When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...

Marc (TeamsWork)
Sep 20, 20243 min read
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Setting up Your CRM As A Service
CRM as a Service with Microsoft Teams makes it easy to manage leads, opportunities, and customer interactions using familiar tools

Marc (TeamsWork)
Sep 19, 20242 min read
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Introduction to Microsoft Teams CRM As A Service for Employees
Get started with CRM As A Service in Microsoft Teams—streamline sales, manage leads, and sync Outlook seamlessly.

Marc (TeamsWork)
Sep 19, 20242 min read
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Understanding Roles in CRM As A Service: Owners & Members Capabilities
Understand the roles of Owners and Members in CRM As A Service and how they help streamline your team's sales and data management.

Marc (TeamsWork)
Sep 19, 20243 min read
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Configure Custom Fields in CRM As A Service
Customize Lead and Opportunity forms in CRM As A Service to capture key sales data like competitors and business challenges.

Marc (TeamsWork)
Sep 19, 20242 min read
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Managing your Calendar Sync in CRM As A Service
CRM as a Service integrated into Microsoft Teams, streamline your scheduling process by synchronize calendar with outlook.

Marc (TeamsWork)
Sep 18, 20242 min read
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Configuring Case Workflows and Forms in CRM As A Service
Case Management feature in CRM as a Service helps businesses track, manage, and resolve customer inquiries by providing a centralized record

Marc (TeamsWork)
Sep 18, 20243 min read
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Managing your Contacts in CRM As A Service
Manage and sync contacts in CRM As A Service for Teams. Keep info updated and customized across Outlook and CRM seamlessly.

Marc (TeamsWork)
Sep 18, 20243 min read
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