Everything you get with Microsoft Teams
5 powerful features, seamlessly integrated
Pipeline Review
Today · 2:00 PM — 2:45 PM
Meeting Chat
Pipeline Review started. Acme Corp — Stage: Proposal. Value: $45,000.
Reminder: Contract expires in 3 days. Action required.
Teams Meetings
Schedule, manage, and track Teams meetings directly from contact and opportunity records. Auto-sync recordings and transcripts.
Teams Phone System
Click-to-call, call logging, and voicemail integration for organizations with Teams Phone licenses.
Channel Notifications
Post CRM events (deals won, leads assigned, etc.) to Teams channels as rich adaptive cards.
CRM Bot
Interact with your CRM from Teams chat. Look up contacts, create leads, log activities, and view pipeline summaries.
Presence Sync
See real-time Teams presence status (available, busy, away) on CRM contact and user cards.
Setup in minutes
Bring your own API key — connect and go
- 1
Ensure you have a Microsoft 365 or Office 365 account with Teams enabled.
- 2
Return to Coeffection and click Connect to start the OAuth authorization flow.
- 3
Sign in with your Microsoft account and grant Coeffection access to Teams, calendar, and contacts.
- 4
For org-wide features (Teams Phone, presence), an administrator must grant consent.
- 5
Once connected, configure meeting defaults, notification channels, and bot settings.
Bring Your Own API Key
Connect Microsoft Teams using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.
Securely connect with a single click. No credentials stored — we use industry-standard token-based authorization.
Your Keys, Your Control
Credentials never leave your tenant. Encrypted at rest with AES-256.
Zero Markup
Pay the provider directly at their published rates. No Coeffection surcharge.
Enterprise Security
SOC 2 compliant credential storage with automatic key rotation support.
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