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Monitor Sales Stage Duration Using Time in Stage Analysis in Microsoft Teams CRM Power BI
Use Time in Stage analysis from CRM Power BI to track deal progress inside your Microsoft Teams CRM workspace.

Marc (TeamsWork)
Aug 1, 20253 min read


Waterfall Analysis: See Where Your Sales Pipeline is Leaking
See where your deals drop off with Waterfall Analysis in CRM As A Service stage-by-stage pipeline clarity in Power BI.

Marc (TeamsWork)
Jul 16, 20253 min read


Unlock Sales Insights with Cohort Analysis in the CRM As A Service Power BI Dashboard
Unlock sales trends over time with CRM As A Service Power BI Dashboard. Visualize conversion speed and improve strategy.

Marc (TeamsWork)
Jul 11, 20253 min read


How to Set Up CRM As A Service in Outlook for Better Sales Management
Set up CRM As A Service in Outlook to manage leads, track deals, and boost sales—all without leaving your inbox.

Marc (TeamsWork)
Jun 4, 20253 min read


How to Change or Upgrade Your TeamsWork Subscription
Learn how to change, upgrade, or manage your TeamsWork subscription via Microsoft Teams or AppSource with step-by-step guidance.

Marc (TeamsWork)
May 30, 20253 min read


How to Capture the Log Information about Ticketing / Checklist App in Teams Desktop
How to capture log info for Ticketing/Checklist App issues in Microsoft Teams Desktop to assist developer troubleshooting.

Marc (TeamsWork)
May 22, 20252 min read


Configure Column View in CRM As A Service by TeamsWork
Easily customize your view in CRM As A Service by adding, hiding, sorting, and rearranging columns to fit your workflow.

Marc (TeamsWork)
May 6, 20252 min read


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


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


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


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


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
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