eWay-CRM Collaboration

Manage clients, track sales, deliver projects, and run marketing campaigns from Microsoft Outlook or Teams.

eWay-CRM is your complete business hub, built right into Microsoft 365.

Seamless integration with Microsoft 365

Microsoft Outlook

Organize emails, contacts, and meetings — all linked to your clients and deals.

• Save emails to eWay‑CRM and organize them by contacts, companies, deals, or projects. Use auto-saving to do it for you.
• Share emails with colleagues without CC’ing or forwarding.
• Let AI detect tone and summarize emails to spot unhappy customers faster.
• Convert emails to contacts, deals, tasks, or projects in one click.
• Sync contacts and build a shared team database.
• Customize fields, forms, workflows, and permissions to match your needs.
• Link meetings with clients or deals to keep everyone in the loop.

Microsoft Teams

Discuss customers, share info, and turn chats into tasks — all in Teams.

• Use Chat in Teams in eWay-CRM to send a direct link to a contact, deal, or task.
• Get key info in chat with a smart card. Click Open for full details.
• Turn messages into tasks in just two clicks.
• Save important chats as journals linked to customers.
• Access eWay-CRM from the Teams left panel anytime.

Microsoft SharePoint

Manage documents in folders linked to clients, projects, or deals.

• Keep using SharePoint for documents — eWay-CRM works with it perfectly.
• eWay-CRM creates folders automatically for each new item.
• Add a SharePoint URL field and jump to the right folder in one click.

Need help setting up the connector? Contact our support.

Microsoft Power BI

Create reports with eWay-CRM data and pin them to your CRM.

• Connect eWay-CRM with Power BI and build dashboards in minutes.
• Use charts, tables, maps, and drag-and-drop tools to visualize data.
• Pin reports to eWay-CRM — even for specific items.
• Share dashboards company-wide for better collaboration.
• Try the free Activity Dashboard for an instant overview.

Microsoft Power Automate

Automate workflows and connect with external apps in just a few clicks.

• Turn emails into contacts or create new deals automatically with Power Automate.
• Use ready-made templates or tweak them to suit your needs.
• Start from scratch and pick from many triggers and actions.

Bring CRM directly into Microsoft 365 and empower your team today. Just visit our signup page and create an account.

eWay-CRM uses AI. Learn more about AI in eWay-CRM in the documentation, including how to disable AI features if you prefer not to use them. If you need even more information or come across any objectionable AI-generated content, please contact our support.