Microsoft 365 Users

Booking Meetings via Groove Scheduler - Microsoft 365 Users

Written by Sanket Karamchandani
Updated over a week ago

1. 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 over a week ago

2. Recommended Tricks and Tips for your Outlook Inbox

Written by Sanket Karamchandani
Updated over a week ago

Additional Fields for Email and Calendar Logging - BETA (Outlook)

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

Written by Sanket Karamchandani
Updated over a week ago

3. 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

4. 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

5. 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

6. Salesforce Context in Your Outlook Inbox (Omnibar)

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

Search and Select - Log activities to custom objects

Written by Sanket Karamchandani
Updated over a week ago

Microsoft 365 <> Groove FAQs

Written by Sanket Karamchandani
Updated over a week ago