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.
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.
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.
Use 'Group' for team collaboration
