Quick guide to getting Microsoft & Pipeliner working together
Microsoft 365 (Office 365) Outlook Email IntegrationHow to integrate MS Outlook emails with Pipeliner 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 Pipeliner CRM
Pipeliner Microsoft 365 (Office 365) Add-in — Working with Microsoft Outlook InboxThis article will show you how to install and use the Microsoft Office 365 Add-in within your Outlook Inbox
Microsoft 365 (Office 365) — Sending Emails from PipelinerThis article covers sending emails directly from Pipeliner using the Create Email function, send to a single recipient or group.
Microsoft 365 (Office 365) — Using Templates with Word and ExcelUsing the Pipeliner Templates Add-in for Office 365 to pull your Pipeliner data directly into Word/Excel & saving files to the Documents tab
Integrating your Microsoft 365 (Office 365) Contacts with Pipeliner CRMHow to integrate your Microsoft 365 Contacts with Pipeliner to synchronise Contacts between Outlook and Pipeliner CRM
Integrating your Microsoft 365 (Office 365) Appointments with Pipeliner CRMHow to connect your Microsoft 365 Calendar to Pipeliner and options to choose which appointments will appear in Pipeliner
How to enable and use the Office 365 Sharepoint Online Integration to Pipeliner CloudHow to enable Office 365 Sharepoint integration to Pipeliner Cloud to link to files stored in Sharepoint/OneDrive from within Pipeliner.