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?
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 can 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 can I sync records between Office 365 sync 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?
What are the limitations of Office 365 API?
Can I sync emails from Vtiger to Office 365?
Can I see the synced emails under the Sync Log?
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 can I do on a contact record in the Vtiger Outlook add-in?
How can I log in to the Vtiger Outlook add-in?
Table of Contents
Once you have installed the add-in, it will appear in the Outlook emails. When you click on the Vtiger for Outlook gadget, it will open the Vtiger CRM window.
Follow these steps to log in to add-in:
To know more about Office 365 integration, click here.
Follow these steps to log in to add-in:
- Log in to your Outlook.
- Open an email.
- Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
- Here you can do two things:
- Sign Up if you don’t have Vtiger credentials
- Click Sign Up.
- Enter the relevant details.
- Click Save.
- Sign Up if you don’t have Vtiger credentials
- Sign In if you have Vtiger credentials
- Click Get Started.
- Enter your Vtiger CRM credentials.
- Click Login.
To know more about Office 365 integration, click here.
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