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.

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

Learn the difference between Resolve, Close, and Unresolved status in Ticketing As A Service to improve support workflows.

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

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

Simplify student admissions, tracking, and engagement with CRM As A Service—natively integrated within Microsoft Teams.