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TeamsWork Community

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Welcome to the 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.

 

172 weergaven

Ticketing as a Service turns 5

Five years ago, Ticketing as a Service launched as a helpdesk solution built natively inside Microsoft Teams. Since then it has grown into a Microsoft 365 Certified app used by IT, HR, and customer support teams across organisations of all sizes.


Thank you to everyone who has been part of the journey, whether you joined early or just recently. It genuinely means a lot.


Here's to more to come! 🎉

18 weergaven

Importing Leads and Contacts into CRM as a Service? Read This First

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.


25 weergaven

CRM as a Service Launches for EMEA with GDPR Compliance

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.


20 weergaven
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