Follow these steps to share records in a Microsoft Teams conversation:
- Log in to the Microsoft Teams.
- Click Teams.
- Click on the Channel (e.g., General) under the selected Team.
- Go to a Teams channel > New Conversation.
- Click on Actions and Apps.
- Search Vtiger.
- Choose the record you want to share.
- Click Send.
CRM records are shared as interactive cards in Microsoft Teams conversations, showing key details like name, email, or deal stage. Team members can click the card to open the full record in Vtiger CRM.