Administrator Interface > MarketPlace: 

For this step, simply:

• Search for and open the Microsoft application
• Click on Install

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!

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

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. 

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

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!

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! :-)

Create an action from your 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: