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 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?
Can I use a personal Microsoft account for Teams integration in Vtiger CRM?
How do I send a Teams meeting link from Live Chat?
How do I revoke access to Microsoft Teams from Vtiger CRM?
Why do I get a Microsoft Teams authentication error in Vtiger CRM?
How do I install Vtiger CRM in Microsoft Teams?
How do I sign up for Vtiger CRM from Microsoft Teams?
How do I get CRM alerts and notifications in Microsoft Teams?
How do I uninstall the Vtiger CRM from Microsoft Teams?
How do I share Vtiger CRM records in a Microsoft Teams conversation?
How do I use Vtiger CRM in Microsoft Teams?
How do I add a Vtiger CRM module to a Teams Channel in Microsoft Teams?

What are the requirements to use Vtiger CRM in Microsoft Teams?

To use Vtiger CRM with Microsoft Teams:
  • Have an active Organization Microsoft Teams account.
  • Have a Vtiger CRM account (sign-up is available from within Teams).
  • Ensure that your MS Teams Username matches your Vtiger CRM Username.
  • Install the Microsoft Teams add-on from the Extension Store in Vtiger CRM
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