Integrating Coevera to Microsoft
Quick guide to getting Microsoft & Coevera working together
8 articles
- Microsoft 365 (Office 365) Outlook Email IntegrationHow to integrate MS Outlook emails with Coevera to track email communications with Contacts related to Accounts, Leads and Opportunities
- Office 365 Tasks IntegrationHow to integrate Microsoft Office 365 Outlook Tasks (To Do) with Coevera
- Coevera Microsoft 365 (Office 365) Outlook Add-inHow to install and use the Microsoft Office 365 Add-in within your Outlook Inbox
- Microsoft 365 (Office 365) — Sending Emails from CoeveraThis article covers sending emails directly from Coevera using the Create Email function, send to a single recipient or group.
- Microsoft 365 (Office 365) — Using Templates with Word and ExcelUsing the Coevera Templates Add-in for Office 365 to pull your Coevera data directly into Word/Excel & saving files to the Documents tab
- Integrating your Microsoft 365 (Office 365) Contacts with CoeveraHow to integrate your Microsoft 365 Contacts with Coevera to synchronise Contacts between Outlook and Coevera
- Integrating your Microsoft 365 (Office 365) Appointments with CoeveraHow to connect your Microsoft 365 Calendar to Coevera and options to choose which appointments will appear in Coevera
- How to enable and use the Office 365 Sharepoint Online Integration to Coevera CloudHow to enable Office 365 Sharepoint integration to Coevera Cloud to link to files stored in Sharepoint/OneDrive from within Coevera.