Enhancements in Zoho CRM Plugin for Microsoft Outlook (Windows Users)

Enhancements in Zoho CRM Plugin for Microsoft Outlook (Windows Users)

Here are a few enhancements with the Zoho CRM Plugin for MS Outlook for Windows OS.

Synchronization of Zoho CRM records with Microsoft Outlook
Earlier you were able to synchronize only the Contacts/Tasks/Events that were owned by you. Now in addition to records owned by you, you have an option to synchronize all contacts/tasks/events accessible to you in Zoho CRM, with Microsoft Outlook.

For instance, let’s consider the Contacts module. You can choose the type of Contacts you wish to sync with Outlook. Simply put, “All Contacts” refers to contacts that appear under the “All Contacts” view in Zoho CRM. They include,
  • Contacts owned by you
  • Contacts owned by your subordinates in your Role hierarchy
  • Contacts shared to you via data sharing rules
  • Contacts shared to you via territories
The same is applicable for tasks and events.

Restrictions on editing records that have been synchronized
A user’s ability to edit a record is based on the profile permission and data sharing rules.

In Outlook, if a user tries to modify a record for which he/she does not have the required profile permission in Zoho CRM, the user will get a Permission Denied message.


Improved duplicate checks for records during synchronization
Earlier duplicate check at the time of records synchronization was available only for the Contacts module. Now this duplicate check has been improved for Contacts and extended to Tasks and Events as well.

Duplicate check for records at the time of synchronization will be done based on the following factors:
  • For Contacts: The duplicate check for Contacts is based on email address. In the absence of the email address, the check will be based on the First Name and the Last Name of the contacts. 
  • For Tasks: Subject and End Date
  • For Events: Subject, Start Date and Time and End Date and Time.
Do check out these enhancements and share your thoughts. 

Regards
Vaagdevi Ravishankar


    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now