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?
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 uninstall the Vtiger CRM app in MS Teams?

How can I install the Vtiger CRM app in MS Teams?

Follow these steps to install the Vtiger CRM app in MS Teams:
  1. Log in to your MS Teams account.
  2. Click on Apps.
  3. Search for Vtiger CRM.
  4. 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.
Vtiger CRM app is now added to your MS Teams account.
To know more about MS Teams integration, click here.
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