FAQs in this section
What is MS Teams?
What are the benefits of MS Teams and Vtiger CRM integration?
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?
What is the use of Chat tabs in MS Teams?
How can I deactivate MS Teams in Vtiger CRM?
How can I uninstall the Vtiger CRM app in MS Teams?
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 access Teams Meetings in the 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?
How can I deactivate Teams Meetings in the CRM?
Can I change my account ID linked with MS Teams?
What do you mean by SaaS?
What is market place?
What do you mean by subscription?
What is SSO?
Should I have to pay for the SaaS offers?
Can I make an online payment to buy the subscription?
Do I have the option to choose the quantity I would like to purchase?
Is there a free trial option to use the service?
Can I use Vtiger only from MS Teams after subscribing?
How can I buy a Vtiger CRM subscription from Microsoft Marketplace?
What can you do with MS Teams - Bot Reports?
How can I install the Vtiger CRM app in MS Teams?
Table of Contents
Follow these steps to install the Vtiger CRM app in MS Teams:
To learn more about MS Teams integration, click here.
- Log in to your MS Teams account.
- Click on Apps.
- Search for Vtiger CRM.
- Here you have three options:
- Click Add to add Vtiger to the Personal tab.
- Click Add to Team to add the Vtiger page as a Channel tab. You can choose the page you wish to add, like Tasks, Deals, etc.
- Click Add to Chat to add Vtiger Bot to your Chat window.
To learn more about MS Teams integration, click here.
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