Office 365 CRM Integration
Office 365 CRM integration enables HaloCRM to work alongside Office 365 and synchronise the two platforms.
Take advantage of HaloCRM’s built in Office 365 email integration. Use your existing service desk mailboxes to automatically create customer enquiries in HaloCRM. Any email updates to existing records will be automatically threaded onto the existing ticket.
Create appointments and tasks within HaloCRM and automatically synchronize them to your Office 365 calendars. HaloCRM’s synergy with Office 365 provides you with visibility across all of your customer-facing operations.
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There are multiple elements to the O365 integration, including a two-way sync of calendar and appointment information between HaloCRM and your exchange, as well as seamless sync of customer emails into the system from your existing customer contact mailboxes.
With HaloCRM and Office 365’s coordination, no matter the task at hand, your customer service agents will be able to smoothly communicate and co-operate with your customers , all collated together and effortlessly managed in HaloCRM.
Book Appointments and Set Task Reminders in Office 365
HaloCRM works extensively with Office 365 to ensure best contact with your customers. Whether it’s to call your customer back, schedule actions internally or book out time to see a customer on site; easily schedule appointments with your customer from within the ticket itself. HaloCRM uses $variables to automatically populate information from your HaloCRM database to O365.
HaloCRM’s bidirectional integration with O365 allows the automated sync of calendar data between the platforms. This means appointments created in HaloCRM sync to your Outlook calendar with no manual intervention, and appointments created in Outlook or Microsoft Teams will automatically appear in the relevant customer service agent(s) HaloCRM calendar. Customer service agents can view their upcoming appointments in the centralised calendar view, and those of their colleagues that they have permission to see. This also gives a great overview for managers to see their team’s scheduled workload, and even shifts.
Office 365 Mailbox Integration
Connect your Office 365 mailboxes to HaloCRM to automatically pull emails from your existing customer contact mailboxes into the system. There are no limits on how many mailboxes you can integrate with the system, or how many emails you can send or receive using HaloCRM.
New emails from customers are pulled into the system automatically and create a new ticket linked to their contact record. If the customer is replying to an existing ticket, their reply is threaded to the existing conversation automatically, using ticket number matching and intelligent email threading. This creates an intuitive experience for both customer service agents and customers, allowing all parties to easily keep track of the thread of conversations. If desired, switch to our customer-centric view, which pushes all customer contact into one conversation focused view.
As an added bonus, why not add automation rules to your mailboxes? Automatically allocate tickets based on email content, attachment names or subject line content. This saves vital time and unnecessary clicks for your customer service team.
To find out about our other integrations available, visit our integration page.
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