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Product Suggestions
Created by Guest
Created on Jan 19, 2016

Improved Outlook Integration

There are various ideas that I am sure a lot of people have surrounding improvements to our Outlook integration. Below are a few of mine:

  1. Save to CRM availability via the Outook Web App & Mobile app.
  2. "Create a Contact" functionality from Outlook using contact email address, contact card and signature data. 
  3. Outlook App (like LinkedIn Outlook app) that allows for contact, lead & problem Prospect365 drill down.
  4. Make the process of saving emails to Prospect365 more of a "1 click" process using an Outlook side panel with matching records and their appropriate .
  5. Improved Outlook Calendar integration to allow for the visibility/linking of Outlook appointments in to Prospect365 CRM. (https://youtu.be/Ev5QfABB8uU?t=3m3s)
  • ADMIN RESPONSE
    Jan 26, 2022

    This sounds like a great idea and one we will consider for a future version.

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  • Guest
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    Jan 3, 2017

    MS Dynamics have also introduced a great looking Outlook app that works across all its platforms (desktop, web and mobile). https://www.youtube.com/watch?v=Cp6h9ItFqZI 

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