TeamsWork Community

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!

If your team uses CRM as a Service for RFQs, feasibility checks, and post-sales support, here are a few ways to get more from it inside Microsoft Teams. Especially in manufacturing, where one customer journey often involves sales, operations, internal review, and after-sales follow-up, a few setup decisions can make a big difference in how smoothly the process runs.

• Set up pipeline stages to match your actual sales flow

  Manufacturing deals often move through inquiry, qualification, feasibility review, proposal, negotiation, and handover. Reflecting that directly in your pipeline makes it easier for everyone to track progress and manage handoffs.

  

• Use the same customer record for both sales and post-sales

  If your team handles warranty claims, service requests, or follow-ups after the deal closes, keeping them tied to the same customer record helps preserve the full history in one place.

Hey Teamswork Community! 👋

If your team stores proposals, contracts, or customer files outside the CRM, keeping everything organized and up to date becomes a real challenge. Cloud Storage in CRM as a Service connects your own SharePoint or OneDrive directly to your CRM records, so every document lands in the right place automatically.

A few things worth knowing:

• Grant admin permissions first

  Cloud storage won't work until an administrator grants the required app permissions in CRM settings. Get this done before anything else.

• Choose the storage type that fits your team

Before creating your next Lead or Opportunity, take a moment to review visibility settings. Here’s how to approach it strategically.

1. Set the right visibility when creating records

   You can define visibility for Contacts, Leads, Opportunities, and Organizations. Choose between Private, Group, or Organization based on who should access the record.

   
   

2. Use 'Private' for sensitive records

   Private records are only visible to the owner and group owners of that group. Ideal for confidential leads or early-stage opportunities.

   
   

3. Use 'Group' for team collaboration