Microsoft Outlook Plugin SharePoint Applications

Microsoft Outlook Plugin SharePoint Applications Add On by Crow Canyon Software

With the Crow Canyon Plugin for Microsoft Outlook, users can create a ticket in SharePoint, convert an email to a ticket, and link an email to a ticket from the Outlook Ribbon.

The plugin is quick to install on any Outlook client. Once installed, it puts a section in the Outlook Ribbon that provides an easy way to interact with our Sharepoint applications while in Outlook.

The plugin can be used to create a new ticket in the SharePoint system.

In addition, the plugin can take an existing email and make it into a new ticket. This is especially useful when a support issue is sent to a staff member’s Inbox instead of the Ticketing system. With a simple click, that email can become a ticket in SharePoint.

The Outlook Plugin can also link an email to an existing ticket. Once an email in the Inbox is selected, the “Link email to Ticket” button gives the user an opportunity to select which ticket to link with. The email then becomes part of the Email History of that ticket.

Key Features of Outlook Plugin

  • Create a Ticket – people can create a ticket in SharePoint from their Microsoft Outlook client.
  • Convert an email to a ticket – people can select an email in the Inbox and convert it to ticket in the SharePoint
  • Link email to a ticket – an email in the Inbox can be selected and then linked to an existing ticket in SharePoint so that it becomes part of the email history and log of that ticket.
  • Easy to Install – a simple setup file is provided that installs the Outlook Plugin.

Added features in Customer Support version

The Outlook Plugin for our Customer Support version includes all of the above plus

  • Convert Email to a Lead – an email in Outlook can be selected and then turned into a Lead in our Customer Management application for Sharepoint.
  • Convert Email to a Contact – an email in Outlook can be selected and then turned into a Contact in our Customer Management application for Sharepoint.
  • Link email to a Contact and Account – an email in Outlook can be linked to a Contact or Account and then becomes part of the interaction history in SharePoint.
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