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 Connec | Entity in Office 365 | From Office 365 to other apps | From other apps to Office 365 | See it on my Impac! Dashboard |
---|---|---|---|---|
Contacts | Invoice List widget (If invoice is attached) |
Other data shared
Entity in Connec | Entity in Office 365 | From Office 365 to other apps | From other apps to Office 365 | See 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