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.