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 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 access Teams Meetings in the CRM?
How can I deactivate Teams Meetings in the CRM?

What is the use of Chat tabs in MS Teams?

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:
  1. My Agenda - You will see upcoming meetings for the day.
  2. Search Contacts <Keyword> - 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 john@testemail.com, etc.
  3. Search Deals <Name> - 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.
 Similarly, you can fetch a record from other modules like Cases, Tasks, etc., using the command Search <Module> <Name>.

To know more about MS Teams integration, click here.
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