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

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

Stay on top of tasks in Microsoft Teams with the Checklist Dashboard—track progress, deadlines, and streamline follow-ups.

Easily migrate tickets between instances in Ticketing As A Service using Power Automate with our step-by-step guide.

Import tickets from Excel into Ticketing As A Service with ease using Power Automate—fast setup, no coding required.

Simplify legal client intake with CRM As A Service in Microsoft Teams. Streamline workflows, improve communication, and grow your firm.

Explore the best ticketing tools for Microsoft Teams in 2025 to support both customers and employees efficiently.

Populate custom fields in your Microsoft Teams tickets using the Ticketing API—customized automation made easy.

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.

Explore how CRM As A Service helps VC firms track investments seamlessly—right inside Microsoft Teams.

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.

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.