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Transform Your Contact Form Directly Into a Lead in CRM As A Service with CRM API
Turn contact form submissions into CRM leads automatically using Microsoft Forms, Power Automate, and CRM As A Service.

Marc (TeamsWork)
Apr 30, 20251 min read


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


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


Ticketing As A Service is Available in Multiple Regions! Here's What You Need to Know
Ticketing As A Service runs on US, EU, and APAC servers. Subscribed to a different region? Here’s how to access the right one.

Marc (TeamsWork)
Mar 19, 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


How to Create a QR Code for Easy Ticket Submission in Microsoft Teams
Easily generate a QR code to streamline ticket creation in Microsoft Teams. Just scan and open the New Ticket form instantly!

Marc (TeamsWork)
Feb 24, 20251 min read


5 Best Microsoft Teams Helpdesk Solutions for the EU: GDPR Compliance, Security & Multi-Language Support
Find the best Microsoft Teams helpdesk for the EU with GDPR compliance, EU data residency, strong security, and multi-language support.

Marc (TeamsWork)
Feb 11, 20254 min read


Ticketing As A Service for EU (EMEA) is LIVE!
Ticketing As A Service for EU (EMEA), hosted on Azure Germany West Server for faster, GDPR-compliant ticketing support across EMEA

Marc (TeamsWork)
Jan 28, 20252 min read


First Line vs. Second Line Support: How to Organize Your Customer Service for Maximum Efficiency
Organize your customer service with first and second-line support for faster responses, better resource allocation, and improved satisfaction.

Marc (TeamsWork)
Jan 2, 20254 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


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


Unread Updates Badge Notification in Ticketing As A Service
Stay on top of ticket updates with Unread Updates Badge in Ticketing As A Service — instant alerts for unseen changes!

Marc (TeamsWork)
Nov 6, 20242 min read


Automatic Tickets List Refresh feature in Ticketing As A Service
Keep your tickets list updated automatically with Ticketing As A Service and boost efficiency with real-time refresh.

Marc (TeamsWork)
Nov 6, 20242 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


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


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


Mastering the Sales Pipeline in CRM As A Service
Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.

Marc (TeamsWork)
Sep 18, 20243 min read


Create and Manage Opportunities in CRM As A Service
Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success

Marc (TeamsWork)
Sep 18, 20244 min read


Be More Efficient using Filters in CRM As A Service for Microsoft Teams
A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience

Marc (TeamsWork)
Sep 18, 20242 min read
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