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Microsoft 365 Users
Microsoft 365 Users
Getting Started and Advanced topics for Microsoft 365 users.
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16 articles in this collection
Written by
Phill Legnitto,
Sanket Karamchandani,
Sanika Lakka
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 over a week ago
Supported environments for the Groove Outlook Add-in
Ensure Groove is fully supported by your computer environment
Written by
Sanket Karamchandani
Updated over a week ago
Getting Started with Groove for Outlook
Microsoft 365 users' guide for navigating Groove within Outlook
Written by
Phill Legnitto
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
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
Scheduler Microsoft Teams Integration
Using Microsoft Teams with Groove
Written by
Aamir Peeran
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
Phill Legnitto
Updated over a week ago