This page provides an overview of all the basic and advanced features you need to familiarize yourself with regarding the Microsoft Teams CRM As A Service. All the posts in the Getting Started section are a must-see.
Explore the various sections of this blog post:
Getting Started - A Must Read!!!
Facing permission issue to install CRM As A Service? Read this blog post: How to Get Permission to Install TeamsWork App
Roles in CRM As A Service - Read the post
Understand the different roles within CRM As A Service and their capabilities.
Setting up CRM As A Service - Read the post
A step-by-step guide to setting up CRM As A Service in Microsoft Teams.
Configure the Sales Pipeline - Read the post
Set up your sales pipeline to reflect your sales stages and manage leads effectively.
Upload your Leads in CRM As A Service - Read the post
Import and organize your leads into CRM for streamlined tracking.
Create and Manage your Leads in CRM As A Service - Read the post
Create new leads, manage existing ones, and track their progress through the sales funnel.
Create and Manage Opportunities in CRM As A Service - Read the post
Turn leads into opportunities and manage them until they're closed.
Configure the Lead and Opportunity Form - Read the post
Customize your lead and opportunity forms to collect the information that matters most to your business.
Configure the Case Workflow and Form - Read the post
Set up case management workflows to handle customer inquiries and service requests efficiently.
Configure Email Sync in CRM As A Service - Read the post
Sync your email in Outlook with CRM to track communication with leads and customers.
Configure Contact Sync in CRM As A Service - Read the post
Keep your CRM contacts up-to-date by syncing with your Outlook contacts or the other way around.
Configure Calendar in CRM As A Service - Read the post
Sync your Outlook calendar with CRM to manage meetings and events related to your leads and customers.
Create and Manage Case in CRM As A Service - Read the post
Use the case management feature to handle customer issues from creation to resolution.
Filter your data with Views - Read the post
Use custom filter to organize your data for quick insights.