Microsoft Archives

Does a calendar overview exist in SharePoint?

Confusion in SharePointBefore Microsoft Teams became established, many companies used SharePoint as a central platform to organize projects efficiently. Project pages offered clear structures: lists, documents, calendars, tasks, news, and customized web parts. With Teams, however, collaboration shifted towards chat and simplified file storage. While SharePoint pages were automatically linked, their functionality was significantly reduced. Additionally, every project team in Teams or SharePoint is based on a shared group through which documents, activities, and permissions are shared—an advantage, but also a limitation when it comes to individual presentation and project transparency. The result: The familiar visual overview of a classic…

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2026-02-24

Can Teams open Salesforce when accepting incoming calls?

Yes it can, but ...When working with Salesforce as CRM, the wish for an easy way to get information on incoming calls comes easy. Looking for information in Salesforce while in a Teams call distracts from the call itself and costs time and mental bandwidth.Of course, there are some expansive and, oftentimes, expensive solutions trying to circumvent this issue, but wouldn't a simple and affordable solution be a better choice?Simple and CleanWhen receiving a call, the phone number will be displayed on Teams - accepting the call will start a search in Salesforce to find the relevant contact and open…

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2026-02-24

Microsoft / Q!365 / Salesforce

Q!365 – Teams Availability and Click to Dial within Salesforce

Bring Teams Closer into Your CRM If you've been following our blogs, you already know of Q!365's compatibility creation of Teams Meetings. This includes Embedded Teams Chat as well as managing MS Teams Shared Channels from within Salesforce. Today, we'd like to present a new component that focuses on viewing availability and the ability to connect with contacts and leads. Everything from within Salesforce itself as solution that works on both your desktop Teams client as well as the Teams mobile app. All relevant info can now be displayed and easily accessed, allowing for a fast and easy way for…

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2026-01-26

Microsoft / Q!365 / Salesforce

Insight: What Customers Automate with Q!365

Your Wish Is Our GoalQ!365 offers a variety of possibilities to automate a number of processes. Whether it's ones you might have already read about in other blogs, or experienced yourself. Our customers use automation in a variety of ways, some of which we would like to tell you about today.Thanks to the Graph API we can use the entire Microsoft environment. Whatever needs our customers may have that can be solved with it, we want to help solve. Whatever automation ideas you may have or be in need of, we'll help you make them real.Source: Datasciencetest.comHere is the list…

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2025-11-24

Microsoft / Q!365 / Salesforce

Access Co-Pilot Meetings Summaries From Within Salesforce

Using Copilot for SummariesIf your sales or service team relies on Microsoft Teams for meetings and CRM in Salesforce, you probably rely on notes or summaries. If the follow-up work relies on information from those meetings, going back and forth for critical information can become an issue.Not needing to switch between platforms or digging through meeting recordings or logs can save hours of time and effort. Exactly this is the goal set by Q!365. By integrating Copilot's summaries of Teams Meetings within your Salesforce you can now access all important information right away. Whether it's key notes, updates and information…

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2025-08-26

Microsoft / Q!365 / Salesforce

Salesforce Channels for Teams?

Bringing Swarming to Salesforce The concept of "Swarming" is currently a hot topic in the world of Customer Relationship Management. Swarming itself refers to a collaborative support model in which agents, engineers or other experts come together to work on cases or opportunities in real time. Rather than using the method of ticket escalation, this enables a faster and more efficient way of tackling these topics. Now, getting all those people into one group chat or channel can be a challenge - one that Salesforce thankfully just solved. Introducing: Salesforce Channels. Real-time collaboration, like swarming, enhances both customer support and…

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2025-08-04

Microsoft / OnTime

Where is the schedule view in my New Outlook?

Classic Outlook vs. New OutlookThe shift from the classic Outlook to the new Outlook has brought a range of changes, with one of the most notable being the removal of the Schedule View feature. In the classic Outlook, users could easily share calendars and mail folders with colleagues, providing a seamless collaborative experience. However, in the new Outlook, this feature has been replaced with a more streamlined interface, which some users find limiting. While the new design offers enhanced speed and modern functionality, the absence of shared view has left many wishing for the familiar flexibility and ease of collaboration…

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2025-03-20

Microsoft / Q!365 / Salesforce

Follow Your OneDrive Favorites in Salesforce

Stay in Sync With Your Favorite Files Whenever there is a file you're interested in in SharePoint, you can track the document of your choice by following it to keep a close eye on it and any updates regarding your document. Not all workflows work flawlessly and always get updated. Because of this, most users tend to favorite or follow files that they need to stay on top of. Q!365 solves this problem. After receiving customer feedback, we figured out a way to incorporate favorite files in OneDrive into Salesforce. Throughout the entirety of Salesforce and SharePoint, you can now…

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2025-02-26

Microsoft / Q!365 / Salesforce

Organize Teams Meetings from inside Salesforce

The Missing Link: Teams Meetings links in Salesforce In 2020, a Salesforce user shared their thoughts on the IdeaExchange forum. The idea itself was about creating a link to a Teams meeting as a meeting is made within the inbox app: As of January 2025, you'll still face the same problem. Creating an appointment with Salesforce is simple enough, but chances are you'll end up on Outlook and manually edit the meeting. Even Salesforce Scheduler, which creates meetings automatically, runs into the same issue. So, today, we'll look into how to fix this old annoyance and automate the process efficiently…

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2025-01-29

Microsoft / Q!365 / Salesforce

Q!365 – Introducing New SharePoint Capabilities for Files View and Markup

Adding 300 Formats to Q!365 including the brand new Loop files At the end of March 2024 Microsoft introduced new performance, collaboration and interactivity upgrades to the file viewer in Microsoft 365. With that update, previewing files is now possible without needing the specific app to open said files or even having to download them. Now, Q365! offers the same options to allow all the new supported file formats to work the very same way - including within Salesforce! No matter if it's videos, PDF files, drawings or other file types. Everything is accessible. Information and Action Overviews If you're…

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2024-10-24