SuiteCRM Enterprise-Class Outlook Integration

by Implicit Inc.

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. In addition, FrontEnd allows you to leverage the rich Outlook functionality to provide tools such as manual and automatic email archiving, collaboration and approval, opportunity tracking and more.

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#497 - Supporting Teams

Closed General Question created by mattb 7 years ago

Hey,

Looking to see how you handle teams.

Looking to assign different team groups to cases leads and opportunities.

SugarCRM has “Teams” which in SuiteCRM are Secuity Groups so really looking to see if this is achievable?

Thanks, Matt

  1. Implicit member avatar

    Implicit Inc. Provider

    7 years ago

    Hi Matt,

    We fully support SecuritySuite. All the functionality that exists in FrontEnd to support Sugar teams is available via security groups in SuiteCRM. That includes:

    Configuring Sync – Selecting records to sync based on their team assignment Assigning any record in Outlook to a team Publishing different FrontEnd configuration to different teams

    Ronnie

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  • Supported Versions
  • 7.0.0 to 8.6.1
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Administration Integrations Marketing Productivity Sales outlook Exchange INTEGRATION office 365 Productivity mail merge Administration email office word excel documents Microsoft 365 collaboration approval sync contacts Calendar calendars custom plugin add-in automation Archiving auto-archiving tracking centralized configuration templates actionable conversation customization Archive auto sync adoption