App/Connector for Microsoft Teams
An app or connector for Microsoft Teams. We use Teams for our phone system. Would be nice it would automatically look up client and pull the record up in teams. Also just having access to contacts in Teams app would be very convenient.
We would love the calendar to sync with Outlook and Teams automatically
I completely agree. I am in favor of having as much as RedTail CRM integrate with Microsoft Teams & their phone system. Similar to your current integration with Viirtue. Please make this a priority as Microsoft is one of the major players in cloud,UCaaS, and many advisors will be using them if not already.