Overview of Outlook Integration

Microsoft Outlook can be integrated with B2C Service, enabling you to share your contacts and tasks and synchronize your email.

Using Outlook integration, your data will be more complete and up-to-date, and you’ll no longer need to switch back and forth between applications. You can also create contacts and incidents when syncing Outlook email with B2C Service.

Outlook integration comprises the following components:

• Contact synchronization—Enter contact information one time, in either B2C Service or Outlook, and have that information shared in both applications.
• Task synchronization—Enter task task information one time in either application and have that information shared in both applications.
• Email integration—Append Outlook email, including attachments, to existing contacts, organizations, opportunities, and incidents in B2C Service.

Besides synchronizing contacts, tasks, and email between Outlook and B2C Service, you can also implement a Microsoft smart tag in Outlook to open incidents directly from an email.