The Outlook Add-in allows you to work within MX without having the need to leave your inbox. This will let you gain an efficiency in your daily customer conversations. It ensures transparency on the state of each engagement across the organization. This integration will also auto populate all your meetings, contacts and emails in MX.
Installing the Outlook Add-in
Follow these steps to install the Outlook Add-in:
- You will receive a XML file from In Mind Cloud.
- Save it in your system (for example, this can be in the Downloads folder).
- Go to your Manage Add-ins under your Outlook settings and select it.
- Go to Custom add-ins and click on Add a custom add-in (Add from URL or Add from File)
- Choose Add from File -> select the XML file that you received from In Mind Cloud and add it.
- This will perform the installation and you will now have In Mind Cloud's Outlook Add-in as part of your Outlook application.
If you have successfully installed the Add-in, you will see the In Mind Cloud icon in your Outlook toolbar as shown in the screenshot below:
The user will need to enter the proper URL of the CRM tenant, e.g.
The user can sign into the Add-in using the CRM user and password combination, once the Add-in is loaded within Outlook.
Single Sign On (SSO)
Using the Add-in: Opening Objects in CRM
For any object that is retrieved from the Add-in, the user can choose to directly open the respective object in CRM allowing the user to quickly access additional information without the need for searching the desired data point. For this, supported objects have an option to 'Open in In Mind Cloud' which is hidden behind the menu button (...):
Using the Add-in: Emails
Incoming emails are used to retrieve information from CRM. For this, the email addresses on the envelope are parsed and looked up in CRM to retrieve matching contacts. For contacts that are known to CRM, accounts are being retrieved and listed in the Add-in. For all accounts, the add-in also determines Opportunity and Quote information providing a holistic view of relevant CRM objects for any given email in Outlook:
Synching Emails from Outlook to CRM
Every email can be associated to the following objects:
For this a 'Save Email' button is available (as seen in the previous screenshot). Upon click, the email is created in CRM with the respective relationship. Once an email is saved to CRM, it cannot be re-saved in CRM, i.e. preventing duplicate activities in CRM.
Discover New Contacts
For email addresses on emails that get synced to CRM and are not associated to a contact, the administrator has two options:
- Either, the system flags an email address as unknown. The user can create a new contact and replace the email reference with a CRM contact, or
- Have CRM automatically create a contact for all unknown email addresses.
Refer to 'Contact Auto-Creation' for additional information.
Using the Add-in: Meeting / Appointments
For meeting invites in the Outlook calendar, the lookup functionality works as described in the previous section. When looking at a meeting with the Add-in open, the user can choose to replicate the meeting to CRM by clicking the 'Save Event' link in the Add-in:
Using the Add-in: Tasks
Similarly to emails and appointments, tasks can be synced to CRM using the same concepts.
Using the Add-in: Create CRM Objects
When creating new CRM objects, the Add-in supports the following:
For each of these objects, specific fields need to be maintained. The creation form can be accessed here:
Using the Add-in: Search
The Add-in also supports search across all objects as well as the capability to filter the search results by object type:
The search results are displayed as as cards which the user can further drill into.
Note: This Add-In is supported on Exchange 2013 or later.