Which data is shared between Office 365 and other apps

Here you will find all the information you look for regarding the data sharing between Office 365 and the other apps of the marketplace


Interesting workflow you can accomplish with Office 365 on our MarketPlace

When I create a new contact in Outlook, it is replicated in my CRM or accounting system. If I update this contact in another system, Outlook is updated

When I create a new task (incl. meeting), or an associated project in Outlook, it is replicated in my CRM system.

Data shared between Office 365 and other apps


CRM and Sales data shared

Entity in ConnecEntity in Office 365

From Office 365 to other apps

From other apps to Office 365See it on my Impac! Dashboard
Contacts


Invoice List widget (If invoice is attached)



Other data shared

Entity in ConnecEntity in Office 365

From Office 365 to other apps

From other apps to Office 365See it on my Impac! Dashboard
Tasks






FAQ

  

Organization (edit) are not synced in Office365, is it normal?

If a user belongs to an organization in Office, a new organization will be created in Connec!. Any edit of this user's organization will create a new organization with the new name in Connec!.

For the moment, editing an organization name in another app will not reflect in the field company_name in Office.

What will happen if I enter wrong credentials while connecting the application to Maestrano?

On connector page, when you try to "Link" and mistakenly entered wrong credentials, you will get option to recover your password or create a new account. However you won't be re-directed back to Maestrano. Here, you need to go back to Maestrano dashboard by yourself.




Team Work 

All the apps available on Maestrano marketplace share data with Office 365

However, these three apps are the best matching for Office 365  

BaseCRM

Hubspot

Quickbooks Online

Any question? Contact us on support@maestrano.com