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iGlobe CRM for Teams

iGlobe

5.0 (1)

Give your team built-in access to customer CRM data where they need it, right in Microsoft Teams

iGlobe Team App for iGlobe CRM is only valid with iGlobe CRM Office 365. For more information on iGlobe CRM Office 365 – http://www.iglobecrm.com

Before you can install and use iGlobe CRM Teams, you MUST have a fully functional iGlobe CRM.

Working in teams is todays new normal. Microsoft provides us with great service, Microsoft Teams. The dream of one workspace. Having all the information and programs you need at anytime and anyplace. Important however, is to have it all just one click away. Microsoft Teams gives us exactly that. You can have, Chat, calls, meetings, create a Planner, insert a SharePoint Site, and many other services. Now you can have information from iGlobe CRM directly from within the Team.

The app will allow you to search for companies that are relevant for this specific team and add the contacts from these companies to the Team. When clicking on a contact you will see the contact information and the recent activities on the selected contact from iGlobe CRM. You will be able to see recent; Notes; e-mails, Meeting reports and Opportunities. When clicking fx on a note it will open the note in iGlobe CRM.

This version is optimized to iGlobe CRM version 4.5.0.0 and above.

Privacy, Security & GDPR

iGlobe CRM Office 365 and the connected Office Add-ins are built on and into Microsoft Office 365 platform. iGlobe are following the Microsoft security model 100%. Add-ins and Apps in Office 365 that are using services across Office 365, as Microsoft requires, are using the Microsoft Graph API to connect between the services. Hence, it is the API that requires permission to be able to display the data in the Add-in and provide you the functionality you want. IGlobe don’t have access, it is the API that need this permission. Second, regarding your data. Data is not saved. We don’t save your data on our server. (we don’t have access or permission).

The GDPR and Security is key issue for iGlobe. We relay 100% on Microsoft and are following 100% the requirements they set. - http://iglobecrm.com/content/iglobe-crm-office-365-gdpr-ready

Funcionalidades do suplemento
Quando este suplemento é usado, ele
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