Do you link your customers in CRM to their respective Teams?
28/03/2020 9:05 AM by
If you use a Team per client, it is likely that you want to have a link between your Teams instances and the associated CRM record.
At SSW we have a custom property for each client that stores the Teams URL:
- Figure: Live CRM | Company/Account Form – added Teams URL field
To get that URL, simply click the ellipsis next to your Team name and click "Get link to Team"
- Figure: get the Teams URL
This process can even be automated using Azure functions and Graph API to provision a new Team every time a new client is created in CRM.
Do you feel this rule needs an update?