How to connect SuperOffice for Outlook (Office 365)

In the SuperOffice for Outlook side panel you can:

• View SuperOffice CRM data directly in Outlook
• The action tab lets you carry out tasks seamlessly as you are handling an email.
• Save emails directly into SuperOffice 
• The people tab lets you view additional CRM data so you know who you are dealing with
• You can add unknown senders as new contacts inside SuperOffice directly
• This add-in is listed in the SuperOffice App Store as well as the Microsoft Outlook add-in directory.  

The side panel for SuperOffice for Outlook appears on the right side in your Outlook application. At the first visit after installing, the application prompts you to connect. 

This pure cloud-to-cloud solution works seamlessly on all Office 365 Outlook apps across your Windows, Mac and mobile devices. 

With nothing to install, you do not need any special permissions to use the app or worry about updating to the latest version. This is done for you.

Once the app has been added to your Outlook and connected to SuperOffice CRM Online, the app appears as a side panel in Outlook.

How to connect SuperOffice for Outlook

Follow these steps to connect Outlook with this add-in:

1. Log in to Office.com and start Outlook or log in via Outlook.com
2. In Outlook select an e-mail in the inbox and select the three dots in the right corner of the e-mail.
3. Select the option on the bottom of the list called Get add-ins.
4. In the dialogue for Add-ins for Outlook, search for SuperOffice in the search field.
5. When the SuperOffice add-in is displayed, select Add
6. On the dialogue One last thing… select Continue
7. The SuperOffice add-in for Outlook should now be available from the three dots (More actions) in the right corner of an e-mail.

Here is a helpful little Quick start guide - SuperOffice for Outlook (pdf) to learn how to use the key features in SuperOffice for Outlook.