Integre o Microsoft Office 365 com Nutshell
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Economize tempo e mantenha-se produtivo com nosso add-in exclusivo para usuários do O365.
Benefícios da integração do CRM com o Office 365
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- Work where you work: Access Nutshell’s most important features directly from your email.
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- Economize tempo: Permaneça em um único local em vez de alternar entre programas.
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- Get organized: Centralize your email communications and calendar activities across Office 365 and Nutshell.
Com o suplemento Nutshell Outlook CRM Office 365, você pode...
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- Criar contatos e tarefas
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- Exibir atividades agendadas
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- Acompanhe cronogramas de comunicação
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- Escrever anotações
Nossa integração do Microsoft Office 365 CRM também permite que você sincronize seu e-mail e calendário do Office 365 com o Nutshell.
Requisitos para a integração do CRM Office 365 do Nutshell
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- Conta do Office 365
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- Nutshell para o suplemento do Outlook (gratuito no Microsoft AppSource)
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- Compatibilidade: o suplemento Nutshell para Outlook funciona para PC ou Mac
Saiba como instalar o suplemento Nutshell para Outlook aqui!
Saiba como configurar a sincronização de e-mail do Office 365 aqui!
Perguntas frequentes
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Do I need a specific Nutshell plan to use the Microsoft Office 365 integration?
No. The Microsoft Office 365 integration is available to all Nutshell users on every plan—Foundation, Growth, Pro, Business, and Enterprise. There are no restrictions based on your subscription tier.
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Does the Nutshell-Microsoft Office 365 integration involve additional costs?
Not at all. Email and calendar sync with Office 365 are included with every Nutshell plan at no extra charge. You won’t pay anything extra to connect Nutshell with your Microsoft Office 365 account.
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Can I sync both my Office 365 email and calendar with Nutshell, or just one?
You can sync both. Nutshell lets you synchronize your Office 365 email and calendar separately or together. Activities you create in Nutshell automatically appear in your Office 365 calendar, and vice versa for forward-going events.
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What data syncs between Nutshell and Microsoft Office 365?
Calendar data syncs include: all-day flag, date and time, location, and participants. For email, your sent and received messages from Office 365 sync to Nutshell based on your sync settings. Initial sync brings your last 45 days of email.
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Does Nutshell have its own built-in Outlook add-in, or do I need to use a third-party tool?
Yes, Nutshell has a free Outlook add-in available at the Microsoft AppSource marketplace. It works on both PC and Mac, letting you create contacts, view leads, and access Nutshell data directly from your Outlook inbox.
