Configure Custom Fields in CRM As A Service

Hi All,

Today, let’s dive into a powerful feature that enables you to customize your forms in Microsoft Teams CRM. Whether you’re working with Leads, Opportunities, Contacts, or Organizations, tailoring these forms ensures your team captures the most important information—improving efficiency, accuracy, and collaboration across the entire customer lifecycle. In CRM As A Service, Leads and Opportunities share the same form, which simplifies data management throughout the sales process. Contacts and Organizations also support custom fields, allowing you to capture client- and account-specific details in a way that fits your business needs.

Let’s explore two ways a CRM Owner can configure the form:

a) Configure Form in Settings

b) Configure Form via Lead, Opportunity, Contact, or Organization Page

Select Field Name & Type

Configure Form in Settings

As a CRM Owner, simply go to Settings > Form Settings and select the form you want to customize. From there, you can create new fields by clicking + New Field

Configure Form via Lead, Opportunity, Contact, or Organization Page

You can also customize forms directly on the entity page. For example, go to the Leads tab, select a lead, click the three dots next to Summary, and choose Customize Field. From there, click + New Field to add your custom fields. The same steps apply when working with Opportunities, Contacts, or Organizations.

Select Field Name & Type

Then you can set the field name and type—whether it's a combo box, date, time, or email.

For example, Megan, the sales manger, wants to systematically track which competitors are involved and capture the specific business challenges that the client is facing.

• Competitors: To effectively track competitors involved in the opportunity, Megan adds a custom field named Competitors. This field allows multiple selections from a predefined list of key competitors. Here’s how she sets it up:

• Business Challenges: To gain deeper insights into the specific issues the client is facing, Megan adds a custom field named Business Challenges. This field utilizes a Text Area, allowing Megan to capture detailed descriptions of the client’s main pain points.

I hope you found this post helpful in configuring your forms in CRM As A Service.

Have a great day!

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#CRM #LeadManagement #SalesPipeline #MicrosoftTeams #TeamsWork

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TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.