Microsoft 365 Users

Getting Started and Advanced topics for Microsoft 365 users.

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14 articles in this collection
Written by Sanket Karamchandani, Sanika Lakka, Eric Luu and 1 other

Getting Started Series

Install and Set Up Groove for Outlook

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

Written by Sanket Karamchandani
Updated this week

Getting Started with Groove for Outlook

Microsoft 365 users' guide for navigating Groove within Outlook

Written by Eric Luu
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.

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

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

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

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.

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

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.

Written by Sanket Karamchandani
Updated over a week ago

Advanced Series

Suggested Records - Decide which Opp to log to in Outlook

Groove presents suggested records and you choose the best one

Written by Sanket Karamchandani
Updated over a week ago

Search and Select - Log activities to custom objects

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

Written by Sanket Karamchandani
Updated over a week ago

Additional Fields for Email and Calendar Logging

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

Written by Sanket Karamchandani
Updated over a week ago

Microsoft 365 <> Groove FAQs

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

Written by Sanket Karamchandani
Updated over a week ago

Product Updates

New Groove Add-in Experience for Outlook

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

Written by Jason Klein
Updated over a week ago