Home Page
Integrate your sales application and Microsoft 365 to access your cloud data, such as contacts and appointments, through the side panel. You can also manage synchronization settings for contacts and activities using the side panel.
As long as you're signed into the add-in, you see the add-in home page when you open or preview an email. The add-in displays relevant information about all the known and unknown contacts associated with the email.
Here are the three main regions of the add-in home page:
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Records
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Connections
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Activities
Records
View the accounts, open opportunities, and open leads associated with a contact in the Records tab. Associate an email as an activity with any of the accounts, opportunities, and leads. Resources on the email are automatically added to the activity.
When you have gone deep into the records and want to get back to the homepage, use the home icon instead of back button.
Connections
View a list of resources from your company who have interacted most with the contact. These connections are listed in the order of resources with most interactions to resources with least interactions. Interactions are a set of emails, appointments, and calls with the contact.
You can view interactions from the current month, back to the first email, appointment, or call logged against the contact. You can also select a specific month or year to view activity history for that point in time.
Example of Familiarizing with Contacts Using Top Connections
If you're a new salesperson who just took over a sales account and want to learn more about that account from your colleagues, look at the Top Connections tab. Here, you can see the salespeople from your company who interacted the most with the contacts on your customer side. You can connect with such colleagues and learn more about that sales account and people on that account. Take a look at this example where Robin prepares himself before he starts communicating with his new customer, Smith.
Robin Marlow is a salesperson in Penny Pack LLP. He spends a significant amount of time working on Outlook. Recently, he took over Service Sales in the North America region and is introduced to several new accounts that he's not familiar with.
Robin receives an email from Smith Wilson of First Software.
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He looks through the top connections to see if anyone from his company has worked with Smith in the past and decides that Daniel Grayson is the ideal resource to contact.
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He views Smith's upcoming activities through the side panel and finds that Smith has an appointment scheduled with Daniel.
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He creates a task to call Daniel later in the day to learn more about Smith and the appointment scheduled for next week.
Robin's call with Daniel gives him details about Smith's interests and activities and Robin is now better informed about the contact before he interacts with him.
Activities
View the history of a contact's activities in the Activities tab. You can also create, edit, and delete activities using the side panel.
The activities created, edited, or deleted in the side panel are automatically updated in your sales application. However, if you import an activity to your sales application and synchronize it with Microsoft 365, the activity exists in Microsoft 365, even after you delete in your sales application. You must delete the activity in Microsoft 365 as well.