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Take notes on calls in Microsoft Teams – with TwinCap First add-ons

Take notes on calls in Microsoft Teams

Anyone who works with Microsoft Teams on a daily basis is familiar with the problem: A call comes in, the conversation is important – but where are the notes? The standard functions of Microsoft Teams do not allow call notes to be recorded directly during a call. Following up on missed calls is also complicated. This costs time, nerves – and often information. But there is a solution: TwinCap First add-ons close this gap. And they do so in a way that fits into your everyday work routine. Now you can easily record notes on calls in Microsoft Teams – we’ll explain how!

Why call notes are so important

In many companies, telephone calls are still central to business. Whether in sales, support, project management, or administration, communication by telephone is often faster, more direct, and more personal than an e-mail or chat message.

But that’s precisely where the risk lies: What isn’t documented is quickly forgotten. Who called? What was discussed? What are the next steps? Without clear notes, important information is lost – and that leads to mistakes, unnecessary queries, or duplicate work. Notes create clarity, commitment, and traceability. This makes it all the more important that note-taking is seamlessly integrated into the communication process – ideally during or immediately after the conversation.

What Microsoft Teams can’t do (yet)

Microsoft Teams has established itself as the central platform for communication and collaboration. However, when it comes to call notes, it has a clear weakness: There is no way to create a structured note during a call – let alone link it to other tools such as Outlook or Planner.

Missed calls are also poorly documented. If you don’t process them immediately, you quickly lose track of them. What’s missing is a simple way to do the following from within a call:

  • Create a note
  • Write an e-mail
  • Create a task

This is exactly where TwinCap First add-ons come in.

The solution: Add-ons from TwinCap First – Easy Console, Easy Call Report, and Easy Calling

TwinCap First offers various extensions for Microsoft Teams that enable precisely that: Structured note-taking during calls. The add-ons Easy Console, Easy Call Report, and Easy Calling allow you to take notes while you are on a call, without leaving the call or opening additional tools.

With just a few clicks, you can:

  • Record a conversation log
  • Record a follow-up
  • Create a task in the planner
  • Record a personal task
  • Or open an e-mail draft right away (with predefined email templates for structured and consistent communication)

Perfect for customer calls, support cases, or internal discussions requiring action. Of course, the various add-ons can do much more—find out everything about the individual add-ons and their functions here.

The above functions are already available in the Easy Console, but only during an active call. The functions will be available in the Easy Call Report add-on with the upgrade at the beginning of September. Easy Calling will be launched on September 5, 2025, and will include additional exciting functions in addition to those mentioned above.

More than just notes: Integration into everyday life

What makes TwinCap First solutions special is that they go beyond mere notes. They turn calls into a starting point for action. A conversation often triggers a series of tasks—a callback, an offer, an appointment. Anyone who uses Teams as their central communication tool should ensure that information from calls is not lost. With TwinCap First add-ons, this is exactly what you get:

  • Notes during the conversation
  • Processing missed calls
  • Direct actions from a call

All of this makes the difference between frantic improvisation and professional work. Are you interested in add-ons for taking notes in Microsoft Teams calls? Try the add-ons now for free:

Try the Easy Console

Easy Call Report: Test it now (Upgrade on September 05, 2025)

Easy Calling is coming on September 5, 2025

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