KamoCRM

KamoCRM + Microsoft Teams

将KamoCRM会议作为团队会议在自己的租户举行

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概览

For organizations already standardized on Microsoft 365, Teams is the meeting backend that needs no new habits. Connect the tenant once and every meeting KamoCRM books — from a contact, a deal, a support ticket, or the calendar — is created as a real Teams meeting in your tenant, on your licences, under your conditional access and retention policies. Attendees get the Teams invite they expect. The CRM keeps the thread: join link, attendees, recording, transcript, and the post-meeting summary all attach to the record the meeting was booked against.

常用案例

客户关系管理设立的小组会议

来自联系人、交易或机票的图书;会议在租户中出现,有正常的团队加入链接和正常的团队邀请.

每次都适用游说和介绍人政策

大厅的绕行范围、允许的介绍人、以及与会者的相机和麦克风权利为本组织设定了一次,并适用于客户关系管理安排的每次会议.

记录和记录誊本

团队的录音和录音记录 回到客户记录 在您配置的保存窗口, 所以见面历史坐 与交易,而不是在一个单独的驱动器.

将会后摘要写回

收视结果在收视结束后被汇总到记录上,所以下一个开账的人不需要观看任何东西.

设置

  1. 1开放设置 – 会议 – 在 KamoCRM 会见提供者设置
  2. 2Choose Microsoft Teams and start the authorization
  3. 3为租户注册为 Microsoft 365 管理员
  4. 4Grant the Microsoft Graph permissions for online meetings and recordings
  5. 5将 KamoCRM 用户映射到他们的 Microsoft 365 账户
  6. 6为本组织设置大厅、介绍者、出席者并记录违约情况
  7. 7运行连接测试并预订会议确认

什么数据同步

Scheduled Teams meetings with join links
Attendee lists and join times
Recordings and transcripts, within your retention window
Post-meeting summaries written back to the CRM record
Host mapping between KamoCRM users and Microsoft 365 accounts

关于Microsoft Teams的问题

What Microsoft 365 plan is required?
Any plan that includes Teams meetings and Microsoft Graph access for online meetings. Each user who hosts needs a licence in your tenant — KamoCRM books on your licences rather than reselling its own.
这跟Teams电话集成组一样吗?
没有 这是会议后端——安排和运行小组会议。 Teams Phone是一个单独的语音集成,用于呼叫和呼叫记录. 一个组织既可以使用,也可以不使用.
录音住在哪里?
In your tenant, under your own Microsoft retention and compliance policy. KamoCRM references them from the customer record rather than keeping a second copy.
KamoCRM可以控制什么会议设置?
图片显示:大厅和候车室、大厅绕行范围、访客和匿名进入、只有经认证的用户、允许的介绍人、观众相机和麦克风、会面、拨号、最长时间、录音和自动记录、记录誊本和保留。 Passcode和端到端加密都是Zoom-side概念,不在此提供,因为Teams不这样做.
与会者需要团队账户吗?
没有 匿名和来宾的加入由您的游说政策支持和控制,所以外部的参与者从浏览器中加入,如果没有租户账户,如果你允许的话.

更多集成像Microsoft Teams

ZoomHost KamoCRM meetings on your own Zoom accountRingCentralBusiness phone and SMS integrated with KamoCRMFreePBXSelf-hosted PBX integration for organizations running FreePBX

在免费计划中连接Microsoft Teams到KamoCRM. 无需信用卡.

免费开始

准备连接 Microsoft Teams?

启动免费的KamoCRM账户,并在几分钟内连接.

免费开始参见所有整合