GrinMark Outlook 365 Plugin for Sugar

GrinMark Outlook 365 Plugin for Sugar

Integration between Sugar and Microsoft Office 365


Email archiving, synchronization of contacts, meetings and tasks, email signature extraction for Microsoft Outlook be it Outlook Web App, Outlook 2013+ on PC or Outlook 2016 on MAC. It supports both Office 365 accounts and Exchange Server 2013 on-premises installs.

Features and Benefits

Archiving Emails from Outlook Online

<ul> <li> - Archiving from Inbox, Sent Items and any other Outlook folder</li> <li> - Auto detection and linking to related SugarCRM contacts, leads and accounts</li> <li> - Links to SugarCRM email and related items from Outlook email message</li> </ul>

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Relating emails to CRM items

<ul> <li> - Search in Contacts, Accounts, Leads, Opportunities, Cases and other modules using wildcards</li> <li> - Check found items and link with the email by pressing Relate button</li> </ul>

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View CRM Item Details

You can preview CRM items right in Outlook.

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One-way and two-way synchronization of Contacts, Meetings and Tasks

<ul> <li> - On-demand. User decides when to synchronize.</li> <li> - Only items updated since last synchronization are processed</li> <li> - Private items are automatically ignored</li> <li> - Synchronization is performed in background and you can continue working on other tasks</li> <li> - Detailed history of synchronization</li> <li> - Notification email at the end of synchronization with summary information</li> <li> - Smart merge of duplicates</li> </ul>

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DETAILS
Version Compatibility

Archiving Emails from Outlook Online

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<ul> <li> - Archiving from Inbox, Sent Items and any other Outlook folder</li> <li> - Auto detection and linking to related SugarCRM contacts, leads and accounts</li> <li> - Links to SugarCRM email and related items from Outlook email message</li> </ul>

Relating emails to CRM items

<ul> <li> - Search in Contacts, Accounts, Leads, Opportunities, Cases and other modules using wildcards</li> <li> - Check found items and link with the email by pressing Relate button</li> </ul>

View CRM Item Details

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You can preview CRM items right in Outlook.

One-way and two-way synchronization of Contacts, Meetings and Tasks

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<ul> <li> - On-demand. User decides when to synchronize.</li> <li> - Only items updated since last synchronization are processed</li> <li> - Private items are automatically ignored</li> <li> - Synchronization is performed in background and you can continue working on other tasks</li> <li> - Detailed history of synchronization</li> <li> - Notification email at the end of synchronization with summary information</li> <li> - Smart merge of duplicates</li> </ul>

Mass Email Archiving

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Mark emails with ToCRM category in Outlook and archive them using Synchronization tab of the plugin.

Email Signature Extraction

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The first and the only automatic email signature extraction for SugarĀ®. Leading edge technology for mining contact data. Email messages contain valuable auxiliary information: signatures, addresses, events and more. GrinMark provides a solution for automatic extraction of email signatures in a structured way: name, title, organization, address, phone, etc. With this structured data users can quickly create new or update existing contacts in SugarĀ®.

Support

Phone Support:
Support Email: support@grinmark.com
Support Knowledge Base: http://www.grinmark.com/products/aesync365/

Terms & Conditions

Terms of Service: http://www.grinmark.com/eula.html
Privacy Policy: http://www.grinmark.com/privacy.html

Email ArchivingEmail Archiving
Email Signature ExtractionEmail Signature Extraction
Relating emails to CRM itemsRelating emails to CRM items
CRM Item DetailsCRM Item Details

Resources

Please where we're going to have PDF and what not

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