Outlook 365 Integration

Development Status
Stable
Active Installs
Download

Last updated: 2024-11-14

Works with CiviCRM 5.38 or higher.

This extension enables a user to query CiviCRM as an address book when using either Microsoft Outlook 365 Web and Desktop clients. This extension generates a Microsoft Outlook 365 add-in which connects Outlook 365 to the CiviCRM site, this add-in can be deployed organisation-wide or on a per user basis.

Features include:

  • Search CiviCRM for contacts or groups.
  • Search for contacts within a CiviCRM group.
  • Ability to send email to all contacts in a mailing group.
  • Select contacts across different mailing groups.
  • Ability to CC or BCC email to one group while sending email to another group.
  • Create CiviCRM contacts from the email recipients (To,CC,Sender).
  • Create multiple CiviCRM contacts with a single click.
  • Save multiple contacts to an existing group or create a new group in CiviCRM.
  • Store the current email in CiviCRM as an Activity and associate with the email recipients.
Screenshot (click to enlarge)