Apptivo + Office 365 Integrations

Apptivo

Apptivo is a cloud based customer relations management system that provides small and medium sized businesses enterprise level business management software at affordable prices. It has over 50,000 businesses using it to manage inventory, sales, marketing, accounting and more.

Office 365

Office 365 is a subscription based office productivity suite with online versions for desktop and mobile devices. It includes word processing, spreadsheets, presentations and email. The suite is available as part of an annual subscription. Microsoft offers several different plans depending on the number of users and the services required. The plans range from $5 per user per month to $20 per user per month.

Integration of Apptivo and Office 365

Apptivo is integrated with Office 365 in the fplowing ways:

• Salesforce

Salesforce integration allows customers to sync data between their CRM system (Salesforce. and Apptivo. It requires the purchase of a Salesforce package from Microsoft. During this process any customizations made to Salesforce will be transferred to Apptivo. This ensures that all data and customizations are preserved. Data can be synchronized automatically or manually and the sync settings can be customized to a customers needs. Synchronization frequency can be set to real time, hourly, daily or weekly. Users can also choose which fields are synced between systems so they can decide which data they need. The synchronization process is seamless. Customers don’t even have to log into Apptivo to sync the data. It happens automatically in the background. If a user needs to review data in both systems, it is easy to view Salesforce data in Apptivo. It can be viewed with a click of a button.

• Chatter

Chatter integration allows customers to create social profiles for their company in Apptivo and then link them with the company’s Chatter profile in Office 365. This process is done through the Apptivo interface. After creating a social profile, customers can add employees and customers to the profile as they use Apptivo features like contacts, tasks, notes and more. Employees and customers who have been added to the social profile can also access it within their Office 365 account. They can read notes, tasks and posts submitted by other users in both systems, even if they are not connected to them in any way in Office 365. They can also take action on tasks inside of Office 365 as well as Apptivo by adding comments or performing various actions directly from Office 365 such as assigning tasks or replying to comments or posts. Customers can also add other users from Office 365 to Apptivo as fplows. 1. Click on the ‘Social Profiles’ tab on the main screen 2. Click on ‘Search’ 3. Search for the name of the person you want to add 4. Click on ‘Create Profile’ 5. Select the type of profile 6. Choose an image 7. Fill out relevant information 8. Select desired permissions 9. Click ‘create’ 10. Enter passcode 11. Select ‘connect’ 12. Enter Microsoft Cloud Connect ID 13. Click ‘Create Profile’ Apptivo will send out invites to connect with the selected user in both systems. This integration makes it possible for employees and customers to interact and cplaborate together regardless of where they work or where they are located. For example, a customer service agent can create a task for the customer inside of Apptivo and then assign it to a team member who works at another location in order to respve an issue for the customer. Or a customer can make a request via a social note in Apptivo which another employee can see when he logs into his Office 365 account from home or from his smart phone. Customers are also able to discuss issues with each other by posting messages in social notes in Apptivo which employees can see when they look at their Chatter feed in Office 365. With this integration, users can interact more effectively with each other regardless of where they are located or which system they are using at that moment because they are able to view what is going on in each system and take action accordingly without having to log into multiple systems separately. This integration allows companies to save time while enhancing communications among employees and customers by allowing them to post messages, chat and cplaborate together regardless of where they work or where they are located without having to log into multiple systems separately. Users also have more flexibility because they can choose whether they want to use both systems separately or together in order to achieve their goals. They are also able to communicate with people inside of their company as well as outside of it regardless of where those people work or where they are located with this integration. This integration gives customers more flexibility because they can choose whether they want to use both systems separately or together in order to achieve their goals and communicate with people inside of their company as well as outside of it regardless of where those people work or where they are located. This integration enhances communication because it allows users to interact with team members as well as customers in real time regardless of location or system being used at that particular moment. It also allows customers to post messages about issues that need immediate attention regardless of location so that another team member can respond immediately and take care of that issue without having to wait until he logs into another system later on. This allows customers to receive faster support while saving time for team members because they don’t have to log into two separate systems one after another to respond to customer requests or questions. It also saves time because users no longer have to log into multiple systems separately just to access information about other users so they can cplaborate effectively together without having to search separately through multiple systems every time they need something from someone else in their company. As a result users can spend less time searching through multiple systems separately trying to find information about other people so they can take care of their responsibilities more effectively instead of wasting time searching for information about other people one after another through different systems which wastes time and reduces productivity. Team members no longer have to log into two separate systems one after another because this integration allows them see what is going on in all three systems by enabling them to access information about other users by logging into one system only instead of logging into two separate ones separately every time they need something from someone else in their company so they can work more efficiently together without wasting time searching for information about each other separately every time they need something from someone else in their company instead of wasting time searching for information about each other separately every time they need something from someone else in their company. 12. Click ‘create’ 13. Enter passcode 14. Select ‘connect’ 15. Enter Microsoft Cloud Connect ID 16. Click ‘Connect’ 17. Select ‘OK’ 18. Click ‘OK’ 19. Click ‘OK’ 20. Click ‘OK’ 21. Click ‘OK’ 22. Click ‘OK’ 23. Click ‘OK’ 24. Click ‘OK’ 25. Click ‘OK’ 26. Click ‘OK’ 27. Click ‘OK’ 28. Click ‘OK’ 29. Click ‘OK’ 30. Click ‘OK’ 31. Click ‘OK’ 32. Click ‘OK’ 33. Click ‘OK’ 34. Click ‘OK’ 35. Click ‘OK’ 36. Click ‘OK’ 37. Click ‘OK’ 38. Click ‘OK’ 39. Click ‘OK’ 40. Click ‘OK’ 41. You will now see your newly created social profile 42. Your new social profile will now appear under your avatar 43. To view this profile click on your avatar 44. To add team members click on the blue plus sign 45. Enter the name of the person you want add 46. Select whether you want this person added as a contact 47. Select your relationship status 48. Select which permissions you want this person added with 49. Enter passcode 50. Select whether you want this person added as a group member 51. Select which group you want this person added with 52. Select which permissions you want this person added with 53. Enter passcode 54. Select whether you want this person added as a team member 55. Select your team 56. Set permissions 57. Enter passcode 58. Select whether you want this person added as an external cplaborator 59. Any users added as external cplaborators will appear here 60. To view profiles click on your icon 61. To view profiles click on your icon 62. To view profiles click on your icon 63. To

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