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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


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


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


Managing Your Leads with CRM As A Service
Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.

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


Import / Upload Data in CRM As A Service
Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.

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


Enhanced Automation Capabilities in Ticketing As A Service for Microsoft Teams
Automate ticket routing in Microsoft Teams to boost efficiency, reduce errors, and resolve issues faster with Ticketing As A Service.

Marc (TeamsWork)
Aug 15, 20243 min read


Seamless Task Management in Microsoft Teams with Checklist As A Service
Imagine if you could integrate a powerful task management tool directly within Microsoft Teams, making it easier to organize, track, and

Marc (TeamsWork)
Jun 3, 20243 min read


Build Microsoft Teams Help Desk System with Ticketing As A Service
Turn Microsoft Teams into a help desk system with Ticketing As A Service to manage requests efficiently and boost team productivity.

Marc (TeamsWork)
Jun 3, 20243 min read


The Best Ticketing System for Small Business on Microsoft Teams
Recommendation on the best ticketing system for small business on Microsoft Teams

Marc (TeamsWork)
Mar 13, 20244 min read


Owner vs Assignee vs Member - Understand roles in Ticketing As A Service
Discover the crucial distinctions between owners, assignees, and members in Ticketing As A Service, and learn how to configure them.

Marc (TeamsWork)
Mar 9, 20242 min read


Build a Risk Register tool using Ticketing As A Service for Microsoft Teams
Discover how Ticketing As A Service in Microsoft Teams transforms risk management.

Marc (TeamsWork)
Feb 10, 20243 min read


Renaming Instances in Ticketing As A Service
You can now rename ticketing instances in TeamsWork for easier management. Quick, simple, and more user-friendly!

Marc (TeamsWork)
Oct 17, 20231 min read


Get your Invoices and Upgrade/Change your TeamsWork App subscription (Stripe)
Learn how to access invoices and manage your TeamsWork App subscription via Stripe with simple, step-by-step instructions.

Marc (TeamsWork)
Oct 17, 20232 min read


How to Download Invoices for Your TeamsWork Subscription
Easily download your invoices or change plan for your TeamsWork App subscription.

Marc (TeamsWork)
Oct 17, 20232 min read


Streamlining Legal Workflows with Checklist As A Service for Microsoft Teams
Streamline legal Workflow including Court hearing and Litigation, Document Review and Filing with Checklist As A Service for Microsoft Teams

Marc (TeamsWork)
Sep 24, 20233 min read


Previewing attachments in Ticketing As A Service
We're thrilled to share a new feature that will transform how you interact with attachments.

Marc (TeamsWork)
Sep 21, 20231 min read
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