Microsoft 365 Users

Getting Started and Advanced topics for Microsoft 365 users.

Sanket Karamchandani avatar Sanika Lakka avatar
12 articles in this collection
Written by Sanket Karamchandani and Sanika Lakka
Getting Started Series

Install and Set Up Groove for Outlook

Microsoft 365 users' guide for getting Groove up and running in your Inbox
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Written by Sanket Karamchandani
Updated over a week ago

Recommended Tricks and Tips for your Outlook Inbox

Learn recommended tricks and tips to improve your Outlook Inbox with Groove's sales engagement features.
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Written by Sanket Karamchandani
Updated over a week ago

Logging your Outlook Emails to Salesforce

Auto-log, or manually choose whichever emails you'd like to log to Salesforce
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Written by Sanket Karamchandani
Updated over a week ago

Tracking Emails for Opens, Clicks and Replies

Get notified when someone engages with the email you send them
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Written by Sanket Karamchandani
Updated over a week ago

Inserting Templates in Your Outlook Emails

Save time by using email templates which automatically populate with the client's Salesforce data using merge fields
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Written by Sanket Karamchandani
Updated over a week ago

Salesforce Context in Your Outlook Inbox (Omnibar)

Groove's Omnibar is a powerful Salesforce control panel that fits perfectly into your Outlook Inbox and daily workflows.
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Written by Sanika Lakka
Updated over a week ago

Logging Calendar events from Outlook to Salesforce (Beta)

With Background Calendar Sync, your meetings with prospects and customers will get automatically logged to Salesforce
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Written by Sanket Karamchandani
Updated over a week ago

Booking Meetings via Groove Scheduler - Microsoft 365 Users

Use Groove Scheduler for Microsoft 365 to set up meetings with prospects and clients without multiple emails and changing schedules.
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Written by Sanket Karamchandani
Updated over a week ago