For example, FEDEX trackers take the information from an email telling you if something has been dispatched and adds the delivery date to your calendar. This category predominantly covers add-ins that give extra information based on email content or the sender. Several add-ins work specifically with Sharepoint – allowing users to conveniently upload emails, attachments and snippets directly to Sharepoint, show Sharepoint notifications in Outlook.Īttachment Manager, DocSend for Outlook, Dropbox to Outlook Import, harmon.ie: SharePoint Online Client (Mac), MediaValet Library for Outlook, MessageFiler, Moxtra – Team Collaboration and Communication, OnePlaceMail, Progressly – Live SharePoint process notification, ShareFile, SharePoint Connect. All ways to streamline your document management and improve workflow. Other ways to manage your documents through add-ins include inserting a link to large documents stored in the cloud, printing from any device and attaching files in DropBox. Of course, the reverse is true and documents can easily be retrieved and inserted in to correspondence from the cloud.
It’s a great way to unclutter your inbox and be certain files are securely stored in the location you choose. Document Management, Filing and Storageĭocument management covers a range of services the most popular being the ability to upload emails and attachments directly to your cloud storage. Outlook add-ins definitely enhance the user experience of CRMs and as add-in functionality develops, they will become a more useful addition to Outlook.Īct!, Insightly, LawVu, Pipedrive, Rocket Matter, Salesforce, Yoxel, Zoho CRM.
Many of the add-ins are provided by the CRM provider and support contact management, creating tickets, opportunities and projects and calendar appointments. The flexibility to access and work directly in your CRM from Outlook is a great way to save time. CRMĮasily the most popular category was Outlook integration with CRMs. We may not have got every one right, but we think the overall result is still worth reviewing. Some add-ins defy categorisation, while others cover several categories, but we put each add-in in just one category which we (subjectively) thought was the best fit. And if you look carefully, you may just see a competitor of yours who is already starting to explore the possibilities. Having built a few add-ins ourselves, we thought we would take a look at just what they are being used for.
#Moxtra for outlook windows
They run in traditional desktop Outlook as well as Outlook for Mac, Outlook Web Access, and Outlook mobile, so they have some significant benefits over traditional plugins – which only work in Windows Desktop versions of Outlook. If you are not familiar with Office add-ins, they are Microsoft’s latest feature to let third party applications integrate with Office – or in our case specifically integrate with Microsoft Outlook. The Microsoft Office Store currently includes around 250 Outlook add-ins.