TeamsWork Community

We’re glad you’re here.

This space is for TeamsWork users to discuss the product, ask questions, report bugs, share feature requests, and exchange tips and best practices for using TeamsWork apps inside Microsoft Teams.

Whether you’re looking to improve a workflow, suggest a new idea, or clarify something about how the product works, this is the place to start the conversation. We encourage open discussions and real experiences from users across different teams and roles.

Hey TeamsWork Community! 👋

Starting fresh or moving your data over to CRM as a Service? You do not have to enter everything one by one. Just upload an Excel or CSV file and your leads, contacts, and organisations are ready to go. Here are a few things worth knowing to make the import go smoothly.

• Clean your data before uploading. Remove duplicates, fill in missing fields, and delete columns you do not need. Keep your file under 25 MB.

• Access the import feature from the left toolbar. Click the ellipsis icon on the left toolbar and select Import. This is where you upload your Excel or CSV file.

  

• Map your columns carefully. Match your spreadsheet columns to the right CRM fields. For leads and opportunities, Contact Name or Organisation Name is required.

Hey TeamsWork Community! 👋

For those of you based in the EU or across EMEA, CRM as a Service is now available for your region. The app meets GDPR requirements, so no extra compliance steps on your end.

Here is what is covered:

• Data stays within Europe. EU customer data is stored on servers in Germany, within the European Economic Area, meeting GDPR data residency requirements.

• Data subject rights are fully supported. This includes the right to access, erasure, restriction of processing, data portability, and the right to object.

• Subject Access Requests follow a documented process. Requests are handled in line with Article 15 of GDPR, transparently and on time.

You can now start a dedicated Teams chat directly from any sales record in CRM as a Service. Add your teammates as chat participants, start the chat, and it appears in Teams as a thread dedicated to that opportunity. No switching between apps — replies from Teams and from the CRM both land in the same thread in real time.

Has anyone had a chance to try it yet? Would love to hear what you think!