FAQs in this section
What is MS Teams?
How can I activate MS Teams in Vtiger CRM?
Can I install the MS Teams add-on manually?
How can I install the MS Teams extension manually in Vtiger CRM?
What can I do using the Vtiger CRM app in MS Teams?
How can I add Vtiger Dashboard to my team channel?
How can I deactivate MS Teams in Vtiger CRM?
How can I uninstall the MS Teams extension in Vtiger CRM?
Can I do host meetings using MS Teams?
How can I activate Teams Meetings in Vtiger CRM?
How can I create a Teams Meeting from the Events module?
What happens to the participant status in Teams Meeting when an event is marked as held?
Can I get the recording link of the Teams Meeting?
How can I create a Teams Meeting from the Contacts module?
How can I send a Teams Meeting from Emails?
How can I create a Teams Meeting from the Web Chats module?
What is the use of Chat tabs in MS Teams?
How can I access Teams Meetings in the CRM?
How can I deactivate Teams Meetings in the CRM?
How can I install the Vtiger CRM app in MS Teams?
How can I uninstall the Vtiger CRM app in MS Teams?

What are the benefits of MS Teams and Vtiger CRM integration?

With Vtiger CRM integration, Teams' users can view contact and deal information directly in MS Teams Channel and Chat tabs. Along with this, Teams' users can add dashboards to their Personal and Channel tabs.

Here are a few benefits of MS Teams & Vtiger CRM integration:
  • View your Tasks, Contacts, Deals, and CRM Dashboards directly in Teams within your group's Channel and Personal tabs. 
  • Ask Vtiger Bot for your agenda for the day.
  • Get Contact or Deal information by searching in Vtiger Bot.  
This integration also enables you to create and insert meeting links quickly when sending emails, chat replies, or meeting invites from the CRM. To know more, click here.
To know more about MS Teams integration, click here.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube