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iGlobe Outlook Add-in for iGlobe CRM Office 365

iGlobe
Manage your customer in iGlobe CRM directly from Outlook on any device

iGlobe Outlook Add-in for iGlobe CRM is only valid with iGlobe CRM Office 365. It is an Add-in for Outlook 2013, 2016, IOS 10 and OWA.

A large amount of customer communication takes place via email. That is why we created an Office 365 Outlook Add-in to give you the best integration to iGlobe CRM Office 365 no matter what device you are on. iGlobe Outlook Add-in for iGlobe CRM is only valid with iGlobe CRM Office 365.

iGlobe Outlook Add-in provide you with two key features; 1. Mails you receive and 2. Mails you send.

1. For mails you Receive, iGlobe Outlook Add-in will let you, directly from Outlook;

◦ Save the email in iGlobe CRM

◦ Create a company and a contact in iGlobe CRM

◦ Edit and update a contact and company in iGlobe CRM

◦ Create a note and opportunity

◦ Get an overview or the resent activities, like, e-mails, notes, meeting reports and opportunities

◦ Save an email on a selected contact

◦ Save the email and relate to an opportunity (SSO)

With a seamlessly integration to Office 365 Planner you will be able to create a Planner task directly from the Add-in. Assign the task to yourself or a colleague. When you create a task a link to the contact you have selected on the mail will automatically be added to the task.

The dream of one platform where one click will do the trick is now a reality!

2. for mails you send, iGlobe outlook add-in will let you;

◦ Check if the receiver exists in iGlobe CRM

◦ Add recipients to your mail, both into the To or Cc Fields

◦ Select if you want the mail to be saved on receivers from both the To or Cc Fields

◦ Save an email on a selected contact

◦ Save the email and relate to a pipeline (SSO)

Installation instruction - http://iglobecrm.com/content/122-iglobe-outlook-app-configuration

Information for managing Office Add-in

https://support.office.com/en-us/article/Office-Store-FAQ-a0d4f29c-13e2-4c56-a398-fe6fd3a6106d?redir=0&CorrelationId=0767e79d-706b-4bc4-95b4-a528c0a8ba08&ui=en-US&rs=en-US&ad=US

this Add-in is optimized to iGlobe CRM version 4.5.0.0 and above.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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