Share and discuss CRM records natively inside Teams
Share CRM records via Teams channels, chats, meetings, and video conferences.
All CRM records are displayed inside Teams in their native CRM format including any custom modules, custom fields and customized views that you’ve defined in your CRM.
Inline edit and update records directly from within Teams without having to switch to the CRM.
Save conversations and generate collaboration logs in the CRM for future reference or audit trail purposes.
Share any CRM record and start a Teams conversation with your team directly from Teams, Outlook or your CRM.
Share and discuss CRM records natively inside Teams
Share CRM records via Teams channels, chats, meetings, and video conferences.
All CRM records are displayed inside Teams in their native CRM format including any custom modules, custom fields and customized views that you’ve defined in your CRM.
Inline edit and update records directly from within Teams without having to switch to the CRM.
Save conversations and generate collaboration logs in the CRM for future reference or audit trail purposes.
Share any CRM record and start a Teams conversation with your team directly from Teams, Outlook or your CRM.