CRM for Office 365 and
CRM without email, calendar, and contacts integration is simply unnecessary and actually untenable today.
Your CRM is online, so it should connect with G Suite or Office 365 to –
- Link emails
- View contact history
- Create opportunities, tasks, and events from linked objects
- Attach Dropbox, Google Drive, and/or Onedrive files to any of your CRM records
- Auto-sync calendars between your CRM and Office 365/Exchange or G Suite’s Google Calendar
- Choose a single sign on experience – Access CRM with one click through SAML 2.0 compatible Single Sign On (SSO). Directory compatibility should extend to G Suite’s user directory, Azure Active Directory, and directory services including Onelogin and Okta.