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Setting up Your Billing as a Service
Billing as a Service brings quotations, sales orders, and invoices into Microsoft Teams, ready to set up in a few steps.

Marc (TeamsWork)
Aug 62 min read


How to Delete a Ticket in Ticketing as a Service
You can now delete tickets in Ticketing as a Service. Here is who can do it, how it works, and what happens to your quota.

Marc (TeamsWork)
Aug 43 min read


Automatic Ticket Reassignment with Ticketing as a Service Webhooks
Learn how to set up webhooks in Ticketing as a Service and connect them to Power Automate for real-time ticket workflow automation.

Marc (TeamsWork)
Jul 293 min read


Unified Chat in CRM as a Service
Stop tab-switching! Keep sales conversations in context with a dedicated Teams chat per opportunity, lead, or case.

Marc (TeamsWork)
Jul 153 min read


Leverage the Opportunity Email Address to Save Client Emails
Give every opportunity, lead, and case its own email address, so any message you send stays on that one record in CRM.

Marc (TeamsWork)
Jul 153 min read


How to Use Microsoft Teams for Incident Management with Ticketing as a Service
Set up a complete incident management system in Microsoft Teams using Ticketing as a Service. No extra tools needed.

Marc (TeamsWork)
Mar 254 min read


Ensuring Data Privacy: TeamsWork Apps Meet HIPAA Compliance Standards
Learn how TeamsWork protects Protected Health Information across all its products under HIPAA standards.

Marc (TeamsWork)
Feb 32 min read


Group Visibility in CRM as a Service
Learn how Group Visibility in CRM As A Service control who can view and edit data, ensuring secure and predictable collaboration.

Marc (TeamsWork)
Jan 263 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)
Jan 254 min read


How to Set Up Bug and Issue Tracking in Microsoft Teams
Configure a Microsoft Teams issue tracker to log, assign, and resolve issues directly inside Teams using Ticketing As A Service.

Marc (TeamsWork)
Jan 195 min read


7 Best Microsoft Teams Ticketing Tools (Compared and Ranked)
We ranked 7 Microsoft Teams ticketing systems using a transparent scoring framework. See which tool earns #1 and why.

Marc (TeamsWork)
Jan 16 min read


How VC Firms Can Track Investments in Microsoft Teams with CRM as a Service
Explore how CRM as a Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

Marc (TeamsWork)
Dec 31, 20253 min read


How to Create Tickets Directly from Microsoft Teams Message
Turn Teams chats into support tickets instantly! Stop copy-pasting and save time with one-click ticket creation in Ticketing As A Service.

Marc (TeamsWork)
Dec 2, 20252 min read


Unified Ticket Chat in Ticketing as a Service
Stop tab-switching! Keep support chats and ticket context unified in Microsoft Teams with our new "1 Chat per Ticket" feature.

Marc (TeamsWork)
Dec 2, 20254 min read


Managing Catalog and Items in Billing As A Service
Organize your products and services with the Catalog in Billing As A Service so you can create accurate, consistent quotations every time.

Marc (TeamsWork)
Nov 26, 20252 min read


Tax and Calculation Settings in Billing As A Service
Configure tax rules, calculation methods, and rounding settings in Billing As A Service to keep quotations and invoices accurate.

Marc (TeamsWork)
Nov 26, 20252 min read


Setting Up Your Quotation in Billing App
Set up your quotation documents with tailored permissions, validity rules, and formatting options.

Marc (TeamsWork)
Nov 26, 20252 min read


Creating your First Quotation in Billing As A Service
Create and send your first quotation in Billing As A Service, from drafting to approval—all seamlessly inside Microsoft Teams.

Marc (TeamsWork)
Nov 26, 20252 min read


How Outlook Sync in Microsoft Teams CRM Simplifies Customer Communication
Centralize all your customer communication in Microsoft Teams with Outlook Sync in CRM As A Service — stay organized and connected effortlessly.

Marc (TeamsWork)
Oct 29, 20252 min read


How to Manage Your CRM Calendar in Microsoft Teams
Discover how integrated calendar features in Microsoft Teams CRM streamline scheduling, boost productivity, and keep your sales team aligned.

Marc (TeamsWork)
Oct 14, 20253 min read
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