Outlook, SharePoint, Teams and OneNote

With Click's CRM you can seamlessly work with other Microsoft tools to effortlessly align your team and keep everyone informed and up to date on key Account, Contact and Opportunity information. 

The Microsoft integrations that are available today are: 

1. Outlook Email
2. Outlook Email Notifications 
3. Teams Chat Notifications 
4. SharePoint 
5. Teams Channel 
6. OneNote 

Outlook Email

There are four components to the Outlook Integration; 

1. Sales Engagement/ Outlook integration
   • This allows the PowerPack System to send automated emails on behalf of the user and allows the user to send emails from within PowerPack via their outlook account.
   •  Allows for email tracking, including opens, as part of sequences.
     
     
2. Advanced Outlook email tracking (Microsoft feature).
   • This allows all emails to be tracked. 
   • To enable this functionality the system admin will have had to complete the Advanced Email Tracking Setup. 
3. Sync Outlook contacts to CRM contacts
   • This allows each user to sync their Outlook contacts to CRM. 
   • Simply navigate to App Settings > CRM > Users - CRM. Select the Sync Contacts button and allow the system to create new contacts from your existing Outlook contacts.
     
     
4. Outlook Email Notifications 

Outlook Email Notifications 

Outlook email notifications can be configured per user in the user setup under App Settings > CRM > Users - CRM. Simply select your user and navigate to the Notifications tab. On the Notifications tab you can enable the notifications you would like to receive via your outlook email. 

Teams Chat Notifications 

Teams chat notifications can be configured per user in the user setup under App Settings > CRM > Users - CRM. Simply select your user and navigate to the Notifications tab. On the Notifications tab you can enable the notifications you would like to receive via teams chat. 

Note: The your system admin will have had to complete the Teams Setup for the notifications to send.  

SharePoint 

Opportunity and Account records offer the option to create a SharePoint location where you can save all relevant documentation for an account and associated opportunities in one central location.

All documents will be displayed in the account entity in a new documents tab.               

Note: The your system admin will have had to complete the SharePoint Setup for this functionality to work.  

1. To create a SharePoint location navigate to an Account record and click Create SharePoint.
2. The system will automatically create the SharePoint location.
3. From the Account, users can now see a Documents tab in the Related dropdown that will allow them to add new or upload existing documents to the SharePoint area that was generated for the Account. 
4. From any of the opportunities for the Account, users can now see a Documents tab in the Related dropdown that will allow them to add new or upload existing documents to the SharePoint area that was generated for the opportunity.

Teams Channel 

Opportunity and Account records offer the option to create a Teams Channel where you can easily chat or schedule meetings that are relevant for an account and associated opportunities.

• A team’s channel for the account is created and sub channels are set up for opportunities associated to the account. 
• Once a Teams Channel has been created on the Account you can access the channel from the Chat tab in the Account & Opportunity records.

Note: The your system admin will have had to complete the Teams Setup for this functionality to work.

1. To create a SharePoint location navigate to an Account record and click Create SharePoint.
2. The system will ask you if you want to create the channel. Click OK to create the channel.
3. The System will notify the user that the Channel has been created.
4. The user will see an activity notification in within Teams that shows that the Channel was added.
5. The user will see the channel, which will be named after the Account as well as any sub channels, which will be named after each opportunity.
6. From any of the opportunities for the Account, users can now see a Chat option that will allow them to chat in the channel that was generated for the opportunity. 

OneNote 

Keep track of all account and opportunity notes, insights, and actions.

Note: The your system admin will have had to complete the OneNote Setup for this functionality to work.  

A OneNote notebook will be created for the account and a separate tab within the notebook will be created for each opportunity associated with the account. 

From any of the opportunities for the Account, users can now see a OneNote option that will allow them to take notes in the Notebook that was generated for the opportunity.