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How to View Your Team Members’ Activities in CRM As A Service Home Page
Stay updated with team activities in CRM As A Service, view current and recent actions, and keep track of progress in real-time.

Marc (TeamsWork)
Apr 30, 20252 min read


Stay on Top of Every Interaction: Managing Activity in CRM As A Service
Easily manage every Activity—calls, meetings, tasks, and follow-ups—right from CRM As A Service in Microsoft Teams.

Marc (TeamsWork)
Apr 23, 20253 min read


Track Every Activity, Update, and Log in CRM As A Service with History Panel
Centralize sales activity, notes, attachments, and emails in one view with the History panel in CRM As A Service.

Marc (TeamsWork)
Apr 22, 20252 min read


How to capture PSR and HAR for Troubleshooting Issues in Teamswork Apps
Learn how to record PSR and HAR files in Incognito mode to help troubleshoot issues with TeamsWork apps efficiently.

Marc (TeamsWork)
Apr 17, 20252 min read


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 27, 20253 min read


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 19, 20252 min read


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 18, 20253 min read


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 11, 20252 min read


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 10, 20252 min read


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 18, 20253 min read


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


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


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


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


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


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


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


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


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


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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