Microsoft Teams + CRM Entegrasyonu
Start Teams meetings from CRM, view customer info in Teams, auto-log all communication history.
Entegrasyon Olmadan
- ✗ Switch between Teams and CRM constantly
- ✗ Manually log calls and meetings
- ✗ No context about customers during calls
- ✗ Team collaboration disconnected from CRM
- ✗ Files shared in Teams not linked to deals
Rapitek + Microsoft Teams Entegrasyonu ile
- ✓ CRM data visible in Teams sidebar
- ✓ Calls and meetings logged automatically
- ✓ Customer history visible during calls
- ✓ CRM notifications in Teams channels
- ✓ Files linked to customer records
Microsoft Teams Entegrasyon Özellikleri
Microsoft Teams ve CRM arasında çift yönlü veri akışı
Teams Meetings
Schedule and start Teams meetings directly from CRM records with one click.
Teams Calling
Make Teams calls from CRM. Call logs saved automatically to customer timeline.
Chat Integration
View CRM customer info while chatting in Teams. Full context at your fingertips.
File Sharing
Files shared in Teams conversations linked to CRM customer records.
CRM Notifications
Get CRM alerts for new leads, won deals, and task reminders in Teams.
CRM Search in Teams
Search and view CRM records without leaving Teams using /crm command.
Entegrasyon Nasıl Çalışır?
Connect M365
One-time Azure AD authorization
Install Teams App
Add Rapitek app to Teams
Configure Channels
Set up notification channels
Start Using
Meetings and calls synced
Sıkça Sorulan Sorular
With Teams CRM integration, you can start Teams meetings from CRM, view customer info in Teams, and automatically log communication history. OAuth connection is established with your Microsoft 365 account.
Yes, calls made through Teams are automatically added to the relevant customer or opportunity record. Call duration, date and notes are saved.
Yes, Microsoft 365 Business or Enterprise license is required. Limited features available with Teams Basic.
Click 'Teams Meeting' button on customer or opportunity record. Select date and time, add participants. Invitation is sent automatically.
Teams chats with customers can optionally be viewed in CRM. Configured according to privacy settings.
No, Microsoft Teams integration is included in all Rapitek CRM packages. There is no additional fee.
Microsoft Teams ile CRM Entegrasyonunu Başlatın
Ücretsiz demo ile Microsoft Teams entegrasyonunu görün. Kurulum desteği dahil.