Finance and Insurance

WITH MICROSOFT TEAMS TEMPLATES

Collaborate effectively on deals, share documents, and automate workflows with Microsoft Teams Templates

Modèles Microsoft Teams

Construire Modèles d'équipes for proposal management, key account management, retail bank, and other use cases. Build standard, shared, and private channels, upload files and folders, connect and pre-configure any Microsoft or 3rd party app 

File Cloning

Upload guidelines, contract and proposal templates, codes of practice, and other documentation that will be useful for future teams based on your templates. Rest assured, they will be cloned to all newly created teams. En savoir plus

Connect any 3rd party App

Using your line-of-business applications or third-party apps for managing operations and data analysis? Connect them with Microsoft Teams Templates using nBold APIs. En savoir plus

Politiques de gouvernance

Configure Naming Convention, Audience Targeting, Security Policies, Permanent Membership, and other governance policies. Set up a strong Teams governance without charge on IT. Explorer maintenant

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Microsoft Teams for Finance and Insurance