Administrator interface > Apps/MarketPlace > Marketplace: 

For this step, all you have to do is: 

• Look for the app Microsoft and open the app
• Click on Install

Administrator interface > Managers/Roles > Manager/Role in question :

In order to do so, you should:

• Check the box in front of the Microsoft app
• In the "Apps with advanced functionalities" section, select Microsoft for the Calendar field 
• Save!

From your BoondManager interface, follow these steps below:

• Go to: Your Manager interface > Apps > Microsoft
• Log into your Microsoft account
• Accept the conditions/authorizations requested by Microsoft

Installing the BoondManager app on your Microsoft user environment

From your Microsoft interface, follow the steps shown below:  

• 1 - Go to your web interface Outlook.com (Email) 
• 2 - Create a new email message
• 3 - Click on the "..." menu then on Get Add-Ins 

• 4 - Click then on My add-ins
• 5 - Click on Add a custom add-in then on From a URL.. 
  • Copy the following URL in the requested field: https://ui.boondmanager.com/api/apps/microsoft/manifest

• Click on OK and Install

Installing the BoondManager app for all users of your Microsoft interface from the Administrator console 

From your Microsoft interface, follow the steps below:
 

• 1 - Go to your Admin interface

• 2 - Go to Settings / Integrated apps then choose Add-ins 

• 3 - Select Deploy add-in at the top of the page, then select Next

• 4 - Click on Add a custom add-in

• 5 - Click on I have a URL for the Manifest file 

• Copy the following URL in the requested field: https://ui.boondmanager.com/api/apps/microsoft/manifest
• Click on Next
• Adjust the rights and methods of deployment that you wish to set up 

• Finally, click on Deploy

Usage example: you wish to create a reminder for a client meeting, to invite them to the event and to synchronize this reminder in your Outlook calendar.

You therefore create a reminder action on your CRM card then follow these steps below:

• Click on Add to manager calendar

You will see then these fields appear. Some are auto-filled but you can always edit them! You can change the title, location, start and end dates, as you wish. And if you need to, you can also add/delete guests by entering their names (if they have a manager account on Boond) or by entering their email address:

Don't forget to save for modifications to be taken into account, especially in order to create/update the event in your calendar.

You can now refresh your Outlook calendar and find that the event was added/updated!

Creating an action form an Outlook even

Usage example: You create an Outlook event such as a client meeting and you wish to also save it in this client's card on BoondManager.

You therefore create a new event on Outlook, then follow the steps below: 

• Enter the event information (title, potential guests, dates, comments etc.) 
• Then click on the "..." menu on the top right and choose BoondManager. 
• A section appears on the right of the event, and you can then indicate on which BoondManager card you wish to save this event. 
• Use the search bar and filters to choose the right CRM card then click on Add:

• NB : Once added, the event can be updated in the same way (from Outlook), in order to keep Outlook and BoondManager synchronized:

• You can now check the details of your meeting in the CRM card of your client on BoondManager: 

And done! Your action was successfully created on your BoondManager interface! :-)

Creating an action from your email

Usage example: You receive an email from a client on your Outlook inbox and you wish to save it on their BoondManager card.

You therefore open this email on Outlook, and follow the steps below: 

• Click on the "..." menu on the top right of the email
• Choose BoondManager
• A section appears to the right, and the CRM card from BoondManager is automatically detected through the email addresses of the sender and/or recipient.
  • Important : the detection of the CRM card is done within the limits of your BoondManager access rights to this card
• Then choose the type of action to create in the CRM card 
• Finally click on Add: 

• You can now find the email in the history of your client on BoondManager: