Our Microsoft application and the Outlook connector offer an interface with your Microsoft suite that allows you to:
Create an event in your Outlook calendar from BoondManager
Create an action in BoondManager from an event in your Outlook calendar
Keep your BoondManager actions and Outlook events synchronized
Log an email in BoondManager from your Outlook inbox
To take advantage of this, please follow the steps below:
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1 - Install the Microsoft application on BoondManager
Administrator Interface > MarketPlace:
For this step, simply:
Search for and open the Microsoft application
Click on Install
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2 - Authorize a manager to use them
Administrator Interface > "Managers/Roles" Tab > Relevant Manager/Role Profile:
To do this, you need to:
Check the box next to the Microsoft application
In the "Apps with advanced features" section, select Microsoft for the Calendar fields
Save!
N.B.: Do not configure Microsoft for the Mail field in the Apps with advanced features section because, to date, Microsoft does not support this feature.
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3 - Link your Microsoft account with your BoondManager account
From your BoondManager interface, follow the steps below:
Follow this path: Manager Interface > My Apps > Microsoft
Connect to your Microsoft account
Accept the conditions/authorizations requested by Microsoft
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4 - Install the BoondManager application on your Microsoft environment (Users)
Install the BoondManager application on your Microsoft user environment
From your Microsoft interface, follow the steps below:
1 - Download the add-in by following this link (right-click on the page to save the document as XML).
2 - Then go to your mailbox and open an email to access the applications via the die icon.
3 - Click "Get Add-ins"
4 - Then click "My add-ins"
5 - And finally on Add a custom add-in then Add from a file
6 - Select the file you previously downloaded.
Feel free to consult Microsoft support to learn how to use add-ins in Outlook on the web.
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5 - Install the BoondManager application on your Microsoft environment (Administrators)
Install the BoondManager application for all your users on the Microsoft environment from the Administrator console
From your Microsoft interface, follow the steps below
1 - Go to your Admin interface
2 - Go to Settings / Integrated apps:
3 - Click on Upload custom apps:
Integrated apps:
4 - Then click on App type / "Office add-in" and Provide a link to the manifest file
Enter the following URL in the appropriate field: https://ui.boondmanager.com/api/apps/microsoft/manifest
Click on Upload
Then adjust the Permissions you want to configure
Finally, click on Deploy
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IMPORTANT !
The application may take up to 6 hours to deploy to your interfaces.
Congratulations! You now have the ability to use the following functions:
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Create an event in your calendar from a BoondManager action
Use case: You want to create a reminder for a client meeting, invite the client to the event, and synchronize this reminder with your Outlook calendar.
So you create a reminder action on your CRM record and then follow the steps below:
Make sure you have installed Microsoft on your BoondManager interface and installed the BoondManager extension on Outlook
Click on Add to manager's calendar
You will then see that fields appear, some of which are pre-filled but you can obviously modify them! It's up to you to change the title, location, start date and end date as you wish. And if you want, you can even add/remove guests by typing their name (if they are managers with a BoondManager account) or their email address:
Don't forget to save so that the changes are taken into account and especially to launch the creation/update of the event in your calendar.
You can now refresh your Outlook calendar and you will see that the event has been added/updated!
Important
Please note that all guests will see the details of the comments of your BoondManager action, even after the event has passed.
Be sure to only enter information that you want to be visible, as any new comment recorded in this action will also be copied into the calendar invitations of all guests!
Create an action from an Outlook event
Use case: You create an Outlook event related to a client meeting and want to save it in their BoondManager record as well.
So you create a new event in Outlook, then follow the steps below:
Make sure you have installed Microsoft on your BoondManager interface and installed the BoondManager extension on Outlook
Fill in the event information, namely the title, any participants, dates, comments, etc.
Then click on the "..." menu at the top right and choose BoondManager.
A box will then appear on the right of the event, and you can then indicate in which BoondManager record you want to save this event.
Use the search field and filters to choose the correct CRM record and then click Add:
NB: Once added, the event can be updated via the same path to keep Outlook and BoondManager synchronized:
You can now view the details of the meeting in the BoondManager CRM record of this client:
That's it, your action has been successfully created in the BoondManager interface!
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Create an action from an Outlook email
Use case: You receive an email on Outlook from a client and want to save it in their BoondManager record.
So you open this email in Outlook, then follow the steps below:
Make sure you have installed Microsoft on your BoondManager interface and installed the BoondManager extension on Outlook
Click on the "..." menu at the top right of the email
Choose BoondManager
A box will then appear on the right, and the BoondManager CRM record is automatically recognized from the email addresses of the sender and/or the recipient.
Important: the recognition of the CRM record will be within the limits of your BoondManager access rights to this record
Then choose the type of action to create in the CRM
Finally click on Add:
You can now view the email in your client's history on BoondManager: