Groove

Sanket Karamchandani

Getting Started and Advanced topics for Microsoft 365 users. 

Microsoft 365 users' guide for getting Groove up and running in your Inbox

Ensure Groove is fully supported by your computer environment

Microsoft 365 users' guide for navigating Groove within Outlook

Learn recommended tricks and tips to improve your Outlook Inbox with Groove's sales engagement features.

Auto-log, or manually choose whichever emails you'd like to log to Salesforce

Get notified when someone engages with the email you send them

Save time by using email templates which automatically populate with the client's Salesforce data using merge fields

Groove's Omnibar is a powerful Salesforce control panel that fits perfectly into your Outlook Inbox and daily workflows.

With Background Calendar Sync, your meetings with prospects and customers will get automatically logged to Salesforce

Use Groove Scheduler for Microsoft 365 to set up meetings with prospects and clients without multiple emails and changing schedules.

Groove presents suggested records and you choose the best one

Learn how Groove's Search and Select feature complements automatic logging by enabling you to log specific activities to any record.

Update custom Salesforce fields from your Inbox/Calendar to capture important data

Learn the answers to common questions about using Groove with Microsoft 365.

On June 2, 2021, Groove updated the add-in experience for Microsoft Outlook. Learn about the enhancements here.