• Microsoft Teams

    Microsoft Teams Integration for
    Sage CRM

Discover a new way to work together

Microsoft Teams is a cloud-based app that creates a streamlined workflow for collaborative teamwork. Teams bring people, conversations, and collateral together while making the interaction between remote team members as productive as possible. This application is integrated into the Office 365 environment with standard office applications.

Microsoft Teams stores all data on remote servers and runs all updates in real time. Its features and benefits facilitate instant interaction between employees working remotely or in different departments.

Our Sage CRM Connector for Microsoft Teams makes collaboration and communication about customers, prospects and suppliers easy and smooth. Create cards against Opportunities and Cases and track and discuss your team’s progress in your channel and view CRM data without leaving Microsoft Teams

Easy Install

Easy to setup, no installation required to your current Sage CRM server, you will be up and running in a matter of minutes.

Easy to Use

From the chat tab in Microsoft Teams, users are able to search and show Sage CRM records within the Teams interface.

Always Available

At your desk, on the train or in a coffee shop you can access Microsoft Teams on any computer, tablet or mobile.

Powerful

Our Sage CRM bot will gain new functionality as the app matures and these updates are automatically rolled out.

Core Entities

Company, Person, Lead, Opportunity & Case entities are all available for MS Teams collaboration

Secure

Our configuration hosting platform is certified on the international standard ISO/IEC 27001:2013


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