Microsoft 365 Users

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

Booking Meetings via Groove Scheduler - Microsoft 365 Users

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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
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Written by Sanket Karamchandani
Updated over a week ago

2. Recommended Tricks and Tips for your Outlook Inbox

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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
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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
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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
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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
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Written by Sanket Karamchandani
Updated over a week ago

6. Salesforce Context in Your Outlook Inbox (Omnibar)

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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

Search and Select - Log activities to custom objects

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Written by Sanket Karamchandani
Updated over a week ago