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?
How can I install the Vtiger CRM app in MS Teams?
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 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?
What is the use of Chat tabs in MS Teams?
Table of Contents
From the Chat tab in Teams, you can send commands to Vtiger Bot to retrieve information from CRM.
The commands listed below are supported in Vtiger Bot: .
To learn more about MS Teams integration, click here.
The commands listed below are supported in Vtiger Bot:
- My Agenda - You will see upcoming meetings for the day.
- Search Contacts
- You can search for a contact by First or Last Name, Phone number, or Email address of a contact. If multiple matches are found, Vtiger will return the one created first. For example, Search Contact John, Search Contacts [email protected], etc. - Search Deals
- You can search for a deal only by its Deal name. If multiple matches are found, Vtiger will return the one created first. For example, Search Deal Grasspods.
To learn more about MS Teams integration, click here.
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