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?
What are the requirements to use Vtiger CRM in Microsoft Teams?
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 add a Vtiger CRM module to a Teams Channel in Microsoft Teams?

How do I use Vtiger CRM in Microsoft Teams?

You can access and perform CRM-related actions directly within Microsoft Teams using the My CRM tab.

Follow these steps to use Vtiger CRM in Microsoft Teams:

  1. Log in to the Microsoft Teams
  2. Go to the Vtiger CRM app from the left panel.
  3. Click on the My CRM tab.
  4. Your Vtiger CRM dashboard opens inside Teams.
  5. Use the left sidebar to navigate to modules like Contacts, Deals, Tasks, and more.
  6. Click on any module to view and manage related records.
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