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SmartCloud Connect for bpm'online

BPMONLINE DISTRIBUTION LIMITED

4.0 (4)

Office365 and Outlook integration for bpm'online

Office Add-In for Outlook 2013+ and Office 365 that brings the power of bpm'online to your mailbox and calendar (including compose forms). Requires NO special user effort to get enabled. Anyone with bpm'online and Office 365 (Outlook 2013+) accounts can enable it without involving admins.

Instantly view bpm'online insight of email or calendar event: Get contacts, leads, associated accounts, opportunities, cases, planned tasks and events and more

L​ink emails and calendar items to any object in bpm'online (Contacts, Accounts, Leads, Opps, etc)

Share emails and events (including attachments) to CRM: no needless “save-open-attach” - do it in one click

Create new Contacts and Leads in one click

Quickly create any other record in bpm'online: app pre-fills forms, making adding of new records a matter of just few clicks

Search and process any bpm'online record within your mailbox.

SmartCloud Connect supports all bpm'online 7.7+ (including Sales, Service and Marketing editions), Outlook 2013+, Office 365 on any device and browser. Even for Mac and iPhone!

Note, that Outlook Web App when accessing with Internet Explorer 9 (or lower) and Outlook Client on Windows 7 with Internet Explorer 9 (or lower) are not supported.

Capacitats del complement
Quan s'utilitza aquest complement:
  • Pot enviar dades per Internet.
  • Aquest complement pot accedir a informació personal del missatge actiu i modificar-la, com ara el cos, el tema, el remitent, els destinataris i la informació adjunta. És possible que el complement enviï aquestes dades a un servei de tercers. No es poden llegir ni modificar altres elements de la bústia de correu.
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