Microsoft Teams is more than a video conferencing solution. It facilitates topic-based conversations via channels and through integrations, helps team members share information that will spur actions and move tasks forward.
We are pleased to share that (with excellent support from Microsoft’s Teams division), we have built and launched the Vtiger App in the Microsoft Teams marketplace.
With this integration, you can:
- Pin and view your CRM Dashboards and Lists within the Team's Channels.
- Use Vtiger Bot to view and share CRM Deal, Task, and other info directly from within Teams.
- View the day’s agenda.
- Create and send Teams Meeting links from within CRM, in the Contact, Deal, Email, Chat, and Event pages.
- View details such as meeting URLs, recording URLs, and invitees’ attendance in the CRM event record.
Whether you are using Microsoft Teams on desktop, web, or mobile, you can easily access and share your CRM records. The Salesforce acquisition of Slack demonstrates the value of integrations with collaboration apps. In the coming months, we will be enhancing Teams integration to deliver more value to you. Install the Vtiger app in Microsoft Teams today. Click on Add-ons from your Teams, and search for Vtiger.
For details, please click here or watch this video.