Setting up Your CRM As A Service
Updated: Oct 8
In today’s fast-paced business world, companies are always looking for better ways to manage their customer relationships. As a native Microsoft Teams CRM, CRM As A Service provides a simple, all-in-one solution to handle leads, opportunities, and customer interactions right from the tools your team already uses. Here’s how you can easily set up CRM As A Service and get started in just a few steps.
1) Adding CRM As A Service to your Teams
The first step in setting up CRM As A Service is navigating to the Apps section within Microsoft Teams.
Once you’re in the Apps section, the process is straightforward.
Type "CRM As A Service" into the search field.
When the App appears, click Add to install it.
This will immediately integrate the CRM solution into your Teams environment.
In addition to Microsoft Teams, CRM As A Service can also be installed in Outlook. Read our blog to learn how to set up CRM As A Service in Outlook.
2) Setting Up Users
During your first login, you can invite your colleagues by searching for their names and assigning them as either Members or Owners. As the person who installed CRM As A Service, you are a CRM Owner by default, allowing you to configure the app and invite others from your organization.
Read this blog post to learn more about roles in CRM.
With the app installed and your users in place, you're ready to begin managing your leads, opportunities, and customer interactions—all from within Microsoft Teams. CRM As A Service makes it easy to track potential deals, streamline communication, and ultimately drive better business performance.
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