FAQs in this section
What is Office 365?
What is the Vtiger Outlook add-in?
What are the benefits of using the Vtiger CRM with Office 365?
How do I install the Vtiger Outlook add-in?
How can I log in to the Vtiger Outlook add-in?
What is the Vtiger Outlook plugin?
What are the benefits of using the Vtiger Outlook plugin?
What prerequisites must be satisfied before installing Vtiger CRM Plugin for Outlook?
What will happen if I uninstall the plug-in, reinstall it, and sync the records?
How can I install the Vtiger Outlook plugin?
How do I activate the Vtiger Outlook plugin from Add-ins?
How can I update the Vtiger Outlook plugin?
How can I log in to the Vtiger Outlook plugin?
How can I attach an email to a record from the Outlook plugin?
How do I sync contacts between Vtiger and the Outlook plugin?
How can I sync calendars between Vtiger and the Outlook plugin?
How can I sync tasks between Vtiger and the Outlook plugin?
How do I set up my preferences in the Vtiger Outlook plugin?
I am not able to locate the Vtiger CRM menu after installation in the Outlook plugin. What do I do?
Is Office 365 available in the Sales Starter edition?
Is Vtiger CRM integration available in all editions of Office 365?
Is Office 365 available by default in Vtiger CRM?
How do I download and install Office 365 in Vtiger CRM?
From where can I configure the sync between Office 365 and Vtiger CRM?
How can I configure the sync between Office 365 and Vtiger CRM?
How can I deactivate the Office 365 sync from Vtiger CRM?
When can I start the synchronization between Office 365 sync and Vtiger CRM?
How do I sync records between Office 365 and Vtiger CRM?
What is the Sync Log?
Why is the syncing between Office 365 and Vtiger CRM slow?
How can I sync emails from Outlook to Vtiger CRM
What are the limitations of Office 365 API?
Can I sync emails from Vtiger to Office 365?
Can I attach Office 365 emails to all modules?
How can I sync the replies of previous emails from Office 365?
How can I sync the replies of previous emails from Office 365?
What details can I view in a Vtiger Outlook add-in?
What actions can I take in a contact record from the Vtiger Outlook add-in?
From where do I download the Microsoft Outlook plugin?
What is the Microsoft Teams feature?
What is the Vtiger CRM integration with Microsoft Teams?
What are the benefits of Vtiger CRM and Microsoft Teams integration?
How do I activate the Microsoft Teams and Vtiger integration?
How do I install the Microsoft Teams Add-on?
How do I install the Vtiger CRM app in Microsfot Teams?
What are the actions possible in Microsoft Teams?
Can I share records within the group I have created for my team in Microsoft Teams?
How do I use the  Vtiger Bot in the Microsoft Teams Chat window (tab)?
Can I deactivate Microsoft Teams in Vtiger CRM? 
How do I uninstall the Vtiger CRM App from Microsoft Teams?
How do I uninstall the Microsoft Teams add-on from Vtiger CRM?
How do I activate Teams Meetings in Vtiger CRM?
In which modules of Vtiger CRM is Teams Meetings available?
How do I use Microsoft Teams Meetings in Vtiger CRM?
How do I use Microsoft Teams Meetings from Vtiger's Events module?
How do I use Teams Meetings in Vtiger's Contacts or Deals modules?
How do I use Teams Meetings in my emails?
How do I create a meeting using Teams meeting from Web Chats?
How do I deactivate Teams Meetings in the CRM?
How do I install the Microsoft Outlook add-on?
How do I log in to Vtiger Outlook?
How do I create a lead or a contact in Vtiger Outlook?
What is Microsoft Outlook add-on?
What can I do using Vtiger Outlook add-on?
Can I see the synced emails under the Sync Log?
What best practices does Microsoft recommend for maintaining email hygiene?
How does domain authentication affect my bulk email delivery through Microsoft in Vtiger?

What are the actions possible in Vtiger Outlook?

You can perform other actions in Vtiger Outlook like:

  • Creating a Lead or Contact - When you click on an email, if no lead or contact records in your CRM account match the sender’s email address, you can create them by clicking the Create Lead or Create Contact button.
     
  • Viewing a Lead or Contact - Once you create a lead or contact in your CRM from Gmail, you can view all their details. 
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