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.

Learn how to streamline customer support with Microsoft Teams ticketing system. Stay organized, improve accountability, and boost response times.

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.

A global healthcare company used Power Automate and RPA to automate weekly reporting, saving two full workdays every week and eliminating manual errors.

Need help from Microsoft Support? Follow these steps to raise a ticket and get assistance for your issue.

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

Ticketing As A Service runs on US, EU, and APAC servers. Subscribed to a different region? Here’s how to access the right one.

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

Easily access your CRM in Microsoft Teams! Learn quick tricks to pop up the CRM window and bookmark it in Chrome for seamless navigation.

Easily access and restore archived leads in CRM As A Service with the Archive View. Keep your sales pipeline organized and efficient.

Learn how to configure a shared mailbox for the Email-to-Ticket feature in Ticketing As A Service to streamline support requests efficiently

Streamline leave management with Power Apps in Teams. Automate processes, improve efficiency, and enhance workforce productivity.

Easily generate a QR code to streamline ticket creation in Microsoft Teams. Just scan and open the New Ticket form instantly!

The Ticketing System for Microsoft Teams that ensures efficiency, security, and GDPR compliance for EU businesses.