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Create or update client and contact records from Microsoft Teams chat messages

Create or update client and contact records from Microsoft Teams chat messages

Capture new chat messages in Microsoft Teams to create or update client and contact records in BQE CORE. Ensure relevant information is organized efficiently for faster onboarding and improved client management.

Create or update client and contact records from Microsoft Teams chat messages

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Overview

Capture new chat messages in Microsoft Teams to create or update client and contact records in BQE CORE. Ensure relevant information is organized efficiently for faster onboarding and improved client management.

Create or update client and contact records from Microsoft Teams chat messages