Salesforce App for Outlook brings CRM data to the inbox

Now in beta, the app is available for free with a subscription to Salesforce Enterprise Edition or higher

The Salesforce App for Outlook

The Salesforce App for Outlook

It's getting close to a year since Microsoft and Salesforce.com announced their strategic partnership, and the fruits of their union are beginning to appear. After discussing a number of planned joint products last fall, the two companies on Wednesday launched one of them -- the Salesforce App for Outlook -- into beta.

Salesforce App for Outlook is designed to allow users to view Salesforce contacts, leads, accounts, opportunities, cases and users from within Microsoft's Outlook and Office 365. So, when a salesperson receives an email from a customer, for instance, he or she can access all that Salesforce information without having to leave Outlook first.

Available for free to those with a subscription to Salesforce Enterprise Edition or higher, the tool is entirely cloud-based and requires no installation of software. It works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).

"Horses for courses, I always say," said Denis Pombriant, managing principal at Beagle Research Group. "Some reps just like to stay within Outlook, where they do their email, so bringing Salesforce data to them makes a lot of sense."

Though Microsoft and Salesforce also go head-to-head in the CRM arena -- Dynamics is Microsoft's competing offering in that space -- their partnership is focused on creating key integrations demanded by users, the companies have said. Other products in the works toward that end include a Salesforce1 mobile app for Windows devices and tie-ins between Salesforce's software and Microsoft's Excel and Power BI tools.

Join the Good Gear Guide newsletter!

Error: Please check your email address.

Tags Customer Relationship ManagementapplicationsMicrosoftSalesforce.comsoftwarecloud computinginternet

Our Back to Business guide highlights the best products for you to boost your productivity at home, on the road, at the office, or in the classroom.

Keep up with the latest tech news, reviews and previews by subscribing to the Good Gear Guide newsletter.

Katherine Noyes

IDG News Service
Show Comments

Cool Tech

Crucial Ballistix Elite 32GB Kit (4 x 8GB) DDR4-3000 UDIMM

Learn more >

Gadgets & Things

Lexar® Professional 1000x microSDHC™/microSDXC™ UHS-II cards

Learn more >

Family Friendly

Lexar® JumpDrive® S57 USB 3.0 flash drive 

Learn more >

Stocking Stuffer

Plox Star Wars Death Star Levitating Bluetooth Speaker

Learn more >

Christmas Gift Guide

Click for more ›

Most Popular Reviews

Latest News Articles

Resources

GGG Evaluation Team

Kathy Cassidy

STYLISTIC Q702

First impression on unpacking the Q702 test unit was the solid feel and clean, minimalist styling.

Anthony Grifoni

STYLISTIC Q572

For work use, Microsoft Word and Excel programs pre-installed on the device are adequate for preparing short documents.

Steph Mundell

LIFEBOOK UH574

The Fujitsu LifeBook UH574 allowed for great mobility without being obnoxiously heavy or clunky. Its twelve hours of battery life did not disappoint.

Andrew Mitsi

STYLISTIC Q702

The screen was particularly good. It is bright and visible from most angles, however heat is an issue, particularly around the Windows button on the front, and on the back where the battery housing is located.

Simon Harriott

STYLISTIC Q702

My first impression after unboxing the Q702 is that it is a nice looking unit. Styling is somewhat minimalist but very effective. The tablet part, once detached, has a nice weight, and no buttons or switches are located in awkward or intrusive positions.

Featured Content

Latest Jobs

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?