Introduction

If you have integrated Vtiger CRM with your Office 365 account, you can make your communication even more efficient by auto-forwarding emails from your Distribution List to Vtiger CRM. This ensures all relevant conversations whether from customers, partners, or internal teams are captured directly in your CRM for better tracking and collaboration.

Distribution List in Microsoft 365

A Distribution List up is an email management feature in Microsoft Office 365 that lets you send emails to multiple recipients using a single email address.

It simplifies communication by making sure important messages reach everyone in the group without needing to add each address individually.

Types of Distribution Groups

In Office 365, you can create the following types of Distribution groups:

• Public Groups: These are open for any user within the organization to send emails to, and are typically used for broader communications like newsletters, announcements, or meeting invitations. 
• Private Groups: These are restricted to specific users, and only these users can email other group members. These are suitable for sensitive communications.  

Creating a Distribution List for Vtiger in Office 365

Creating a distribution list for Vtiger in Office 365 can significantly improve communication and foster better collaboration among team members who use Vtiger CRM.

It allows for easy sharing of tips, troubleshooting advice, best practices, and CRM updates that can help users maximize their use of the software.

Auto-forwarding Emails from Microsoft Office 365 to Vtiger CRM

You can add CRM users, company employees, customers, or external groups (partners, clients, contractors, and stakeholders) to a Distribution List or group.

When you integrate your Office 365 account with vtiger CRM, you can forward emails from your Distribution list email ID to Vtiger Inbox. This will help you manage your email communication efficiently.

If your Office 365 Mailing Group account is under the Distribution group, then click here to auto-forward your emails to Vtiger.

Auto-forwarding your Distribution Group Emails to Vtiger CRM

Once your Distribution List is set up, you can add internal employees, CRM users, and even external stakeholders (such as partners, clients, and contractors). By integrating with Vtiger, emails sent to the Distribution List can be automatically forwarded to the Vtiger Inbox helping you track and manage all conversations directly from the CRM.

Auto-forwarding your Distribution List emails to Vtiger CRM requires you to:

• Step 1: Create a Distribution List in Office 365. To learn more about creating a Distribution List in Microsoft Office 365, click here.
• Step 2: Add contacts to a Distribution List. To learn more about adding a contact to a Distribution List in Microsoft Office 365, click here.
• Step 3: Add external users (customers, partners, stakeholders)to a Distribution List. To learn more about adding external email IDs to a Distribution List on Microsoft Office 365; click here.
• Step 4: Auto-forward emails to Vtiger CRM. To learn more about auto-forwarding your emails from a Distribution List in Outlook 365 to Vtiger, click here.