Do you link your customers in CRM to their respective Teams? At SSW we have a custom property for each client that stores the Teams URL.
At your company, you never want to have a person ask “Where is that file?” The answer should be “The answer is Teams, the question is irrelevant”.
Microsoft Teams is a great solution for organizing client files and conversations. Create a new Team for each of your clients, and if you have multiple projects for one client, use Channels to keep them separate. There’s no need to create a new Team just for a new project.
Once you have this set up, it is likely that you want to have a link between your Teams instances and the associated CRM record.
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About the speakers
Adam Cogan blogs at adamcogan.com and interviews for SSW TV frequently. He is the Chief Architect at SSW, a Microsoft Certified Gold Partner specializing in custom enterprise .NET and Azure solutions mostly using Angular and React.
His solutions also involve Office365, SharePoint, Dynamics 365, and Power BI.
His deep knowledge of SharePoint's many capabilities, combined with the latest technologies (Angular, React, SPFx), let him propose high-quality tailored SharePoint Applications to clients.
Having inconsistent resource names across projects creates all sorts of pain:
– Struggling to identify resources
– Unsure what to label new resources.
– Risk of duplicating resources
In this talk, Jason Taylor will demonstrate an approach using permission-based authorization to overcome these limitations by building a flexible approach to managing roles and permissions from within your system. This will improve the maintainability and visibility of access control across your system. Putting the power into the hands of application users and administrators, rather than developers.
On the 4th of February we welcomed everyone back to the office with a fantastic lunch! 🥗
It has been a roller coaster 12 months with restrictions, so it was amazing to see everyone back in the office working side by side again 👏
Join Adam as he delivers the latest Tech News during our March User Group.
Our development team spent a few months working really hard on this new product, and Chief Architect Adam Cogan is officially launching it today.
Do you know the security best practices for both end-users and SysAdmins?
Join Adam for the 10 tips CEOs must know for both end-users and SysAdmins.
Learn from Patrick how valuable Ocelot is and see the ins and outs of building an API gateway and protect the services using Azure VNet.
Some people are really good at using Outlook search to find the emails they need, while others have a hard time. Searching for emails can be a real struggle, sometimes you want to find emails from months ago but you aren’t sure exactly what to search for.
Notifications from GitHub can be quite a pain, as they send a lot of emails. This leads to many developers ignoring the important emails they receive.
Do you link your customers in CRM to their respective Teams?
Microsoft Teams is a great solution for organizing client files and conversations. Create a new Team for each of your clients, and if you have multiple projects for one client, use Channels to keep them separate.