Integrer Microsoft Office 365 med Nutshell
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Spar tid og vær produktiv med vårt eksklusive tillegg for O365-brukere.
Fordeler med CRM-integrasjon med Office 365
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- Work where you work: Access Nutshell’s most important features directly from your email.
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- Spar tid: Hold deg på ett sted i stedet for å bytte mellom programmer.
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- Get organized: Centralize your email communications and calendar activities across Office 365 and Nutshell.
Med Nutshell Outlook CRM Office 365-tillegget kan du...
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- Opprett kontakter og oppgaver
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- Se planlagte aktiviteter
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- Spor kommunikasjonstidslinjer
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- Skriv notater
Med vår Microsoft Office 365 CRM-integrasjon kan du også synkronisere e-post og kalender i Office 365 med Nutshell.
Krav til Nutshell's CRM Office 365-integrasjon
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- Office 365-konto
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- Nutshell for Outlook-tillegg (gratis på Microsoft AppSource)
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- Kompatibilitet: Nutshell for Outlook-tillegget fungerer for PC og Mac.
Finn ut hvordan du installerer tillegget Nutshell for Outlook her!
Finn ut hvordan du konfigurerer e-postsynkronisering med Office 365 her!
Ofte stilte spørsmål
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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.
