iGlobe Outlook Add-in for iGlobe CRM Office 365
par iGlobe
Manage your customer in iGlobe CRM directly from Outlook on any device
iGlobe CRM Outlook Add-in is a free Outlook add-in for iGlobe CRM Office 365. The Add-in can only be used with a valid iGlobe CRM Office 365 license. NOTICE, this Add-in from the Store only support Outlook for Windows, MAC clients and Web mail.
iGlobe Outlook Add-in provide you with three Add-ins
- Outlook CRM
- iGlobe Contact
- Meeting Helper
iGlobe Outlook Add-in provide you with the following key features; 1. Mails you receive and 2. Mails you send.
- 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.
- 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)
The dream of one platform for your CRM where one click will do the trick is now a reality!
iGlobe CRM Outlook Add-in is a part of several Add-ins that are included with a valid iGlobe CRM Office 365 license
- iGlobe CRM for Teams
- iPlanner Pro for Outlook
- Office2SharePoint for Outlook
- MIPA for iGlobe CRM Office 365
- MIPA for Outlook
- MIPA - Your Personal Assistant (microsoft.com)
- Mobile App using Power App
Support and user guides
- Installation instruction
- Users guide
- Question and support please send us an e-mail
This Add-in is optimized to iGlobe CRM version 5.0.0.3 and above.
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut lire ou modifier le contenu des éléments de tout élément de votre boîte aux lettres et créer des éléments. Elle peut accéder aux informations personnelles (le corps, l’objet, l’expéditeur, les destinataires ou les pièces jointes) des messages ou à des éléments du calendrier. Elle peut également envoyer ces données à un service tiers.
