This extension enables a user to query CiviCRM as an address book when using either Microsoft Outlook 365 Web and Desktop clients. This extension generates a Microsoft Outlook 365 add-in which connects Outlook 365 to the CiviCRM site, this add-in can be deployed organisation-wide or on a per user basis.
Features include:
- Search CiviCRM for contacts or groups.
- Search for contacts within a CiviCRM group.
- Ability to send email to all contacts in a mailing group.
- Select contacts across different mailing groups.
- Ability to CC or BCC email to one group while sending email to another group.
- Create CiviCRM contacts from the email recipients (To,CC,Sender).
- Create multiple CiviCRM contacts with a single click.
- Save multiple contacts to an existing group or create a new group in CiviCRM.
- Store the current email in CiviCRM as an Activity and associate with the email recipients.
This extension is licensed under AGPL-3.0.
CiviCRM Outlook 365 integration was developed by:
- Jaap Jansma from CiviCoop
- Sarvesh Mehta as part of the Google Summer of Code 2020 with mentoring from Justin Freeman from Agileware
- With new features and refactoring by the team at Agileware
You can say "Thanks!" and support your CiviCRM developers by contacting these companies for paid CiviCRM support and CiviCRM development services.
Re-development of this extension was funded and performed as part of Google Summer of Code 2020. Status reports are available as these two Blog posts:
- Getting started: Tutorial on how to install this extension and how to add the Add-in to Outlook 365.
- How to add the phone number to Outlook 365: Tutorial explaining on how to add the phone number to Outlook 365. Or any other data from CiviCRM.
- PHP v7.0+
- CiviCRM (Version 5.13 or newer)
- Data Processor (Version 1.1.0 or newer)
- Microsoft Office365
