Microsoft Teams Integration For RISE CRM

Microsoft Teams Integration for RISE CRM

Note: This will not be a standalone software. This is a plugin for RISE CRM. You have to put in the RISE – Ultimate Project Manager & CRM (model 2.9.2 or larger) to make use of this plugin.

This is a plugin for RISE CRM that lets you combine with a single Microsoft account which can be utilized by permitted crew members/shoppers to create/handle Microsoft Team conferences.

Important: This will work solely on HTTPS server. And a Microsoft Business account might be wanted to make use of this plugin. You can’t apply it to a non-business account. Also earlier than purchase, please examine you possibly can create an occasion with crew assembly in your Outlook calendar. Go to https://outlook.live.com/calendar/ and double-click on a day to get full add occasion type. There must be crew assembly choice on a enterprise account. You can’t use this plugin if there hasn’t this selection. If there has no assembly choice, it could possibly be the primary time you’re creating an occasion. There has some timezone difficulty with Microsoft providers. Please wait as much as 24 hours to get the assembly choice out there. And as soon as out there, you should purchase this plugin.

Features

Schedule conferences with all/particular crew members and/or all/particular shopper contacts.
Give entry permission to non-admin crew members to handle conferences.
Sync your conferences along with your Microsoft Outlook Calendar.
Filter conferences simply.

Documentation

Plugin Documentation.

Support

Please ship an e mail from Support web page for any points, questions or strategies. To save time and get fast suggestions, please don’t ask for help in feedback part.