top of page

Ticketing
Ticketing As A Service
An intuitive & easy Microsoft Teams ticketing system to handle service request and incidents efficiently.
Learn More
Try Ticketing Free
Quick Links
User Reviews
Frequently Asked Questions
Power BI Report
API
Documentation
Key Features
Custom Workflow
Custom Form
Automation
See More
Use Cases
Human Resources
Customer Service
Managed Service Provider
See More
See Plans & Pricing
Subscribe
Checklist
Key Features
300+ Editable Templates
Recurring Checklist
Custom Form
Quick Links
User Reviews
Frequently Asked Questions
Documentation
Checklist As A Service
Collaborative to-do list and task management solution featuring 300+ ready-to-use templates designed to help teams organize, prioritize, and complete tasks faster and more efficiently.
Learn More
Try Checklist Free
Accounting
Employee Onboarding
Legal Workflow
Use Cases
See More
See More
See Plans & Pricing
Subscribe
‎CRM
See More
Key Features
Lead Management
Opportunity Management
Case Management
CRM As A Service
A comprehensive Microsoft Teams CRM app to streamline your sales pipelines and track sales force activities.
Learn More
Try CRM Free
Quick Links
Frequently Asked Questions
Power BI Report
API
Documentation
Use Cases
Sales Management
Educational Institutions
Financial Deals
See More
See Plans & Pricing
Subscribe
Development
Development Services
Microsoft Teams App
Microsoft Power Platform
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI (BI Solusi)
Project Portfolio
Inventory Management
Weekly Reporting
Button
Expenses Management
Button
Site Inspection
Button
More

CRM Tutorials

Find helpful guidance for common tasks.

Getting Started

Installation & Setup

Install CRM App

Configure Sales Pipeline in CRM

Configure Email Sync in CRM

Configure and Manage Contact Sync in CRM

Configure Calendar Sync in CRM

How to Set Up CRM As A Service in Outlook

CRM Fundamentals

What is Lead, Opportunity, Contact, and Organization

Understanding Contact, Other Participants, and Collaborators

Understanding Roles in CRM

How Notifications Work in CRM

Understanding Home Page in CRM

Importing & Data Setup

Upload Your Data in CRM

Managing Leads and Opportunities

Lead Management

Create and Manage your Leads in CRM

Manage and View Archived Leads

Opportunity Management

Create and Manage Opportunities in CRM

Activities

Manage Activities in CRM

History Panel in CRM As A Service

Settings & Features (Admin Configuration)

Configure Custom Fields

Group Visibility in CRM

Cloud Storage in CRM

Reporting & Analytics

Power BI in CRM

Integration and Automation

How to Transform Your Contact Form into Lead with CRM API

Tips & Tricks

How to Configure Column View in CRM

How to Pop Up CRM Window in Teams

How to Use Filters in CRM

Troubleshooting

How to Capture the Browser Log Information about TeamsWork App

Troubleshooting Subscription Issues in TeamsWork App

How to Contact Microsoft Support

Contact Us background

Got a Question or Need Help?

Reach out! Whether you're looking for support or have a cool suggestion for the app, we’re excited to hear from you!

bottom of page