- What are the differences?
- Which should you use?
- What Office versions are supported?
- How much longer will Office Add-in be supported
Microsoft Office is what most people are used to using for sending email, making appointments, creating documents, presentations etc. It works well for these tasks and everybody knows how to use it. Linking Exact’s collaboration tool Synergy with the Microsoft Office applications was a logical progression.
Since the introduction of Synergy we offered the “Office add-in” (OAI) for a tight integration with Microsoft Office. In 2008 we introduced a new product to integrate Microsoft Office with Synergy: Synergy Office Integration (SOI). With the introduction of SOI we offered our users a better user experience using latest technologies.
Where we continue to improve SOI, OAI is in maintenance mode since the introduction of SOI and is supported up to Office 2007.
SOI is the successor of OAI, but functionality is not copied over 1-on-1. We changed functionality a bit to improve user experience. In some cases this means we cut of functionality that is hardly used. What was the last time you used the ‘Link’ option to paste a Synergy URL in a Word document?
But we also added some new functionality, like the option to start a request the moment of saving a document or email.
If you are really interested in some more details, the list below shows the advantages of using SOI against the Office Add-in.
|Lifecycle||SOI is introduced 2008 and we continue to improve. OAI is introduces over 10 years ago. It is in maintenance mode since 2008 and will not be supported as of MS Office 2010.|
|Supported Office versions||SOI is supported for Office 2007 and Office 2010. OAI is supported up to Office 2007|
|Synergy users||SOI is available for all Synergy users. OAI is available for CRM user and professional user|
|Outlook ribbon.||Access the Synergy environment within Outlook. In Outlook there is a ribbon showing the same functions you have in Synergy in your web browser. The menu in Outlook is based on the preferences defined in Synergy.|
|‘Save’ functionality to save an email or document||Email or document can be saved with one mouse click. The document is saved based on the user settings|
|‘Save as’ functionality to save an email or document||
|Extra save functionality for email||
|Quotation||The quotation module in Synergy is integrated with SOI. Quotations (templates) are created in MS Word using SOI. The quotation module cannot be used together with OAI.|
|Accounts Import Wizard||Import the account information in your Excel sheet with the Accounts Import Wizard|
|Editing attachments||User has the option to edit attachments in MS Office|
|View your document saved in Synergy||From your email or document, you can directly open the Synergy document which was created|
|Remember me||User can select to remember username and password, so there is no need to log-in when using SOI|
|Edit a Synergy document in MS Word, MS Excel or MS PowerPoint and update original document in Synergy||Synergy documents can be edited in MS Word, MS Excel and MS PowerPoint.
Editing and saving back to the original document in Synergy is possible as long as the document is not closed in the Office application. Reopening the document in Office will not give you the option to update the original document in Synergy. It does give you the option to create a new document.In OAI document can be maintained ‘offline’, because the Synergy document ID was stored in the Office document. We choose not to support this anymore, because of some important disadvantages, like when you copy a MS Word document, the same document ID is now stored in 2 documents
|User Settings||The number of settings is strongly reduced. The only settings left is to define the default document type to use for saving:
Besides the document type, user can also select the document fields which should be prefilled.
In OAI user could select to automatically save email, prompt a message or manually save it. In SOI this setting is not available anymore and documents are saved manually
|Corporate settings||At corporate level, all settings can be predefined. When a user installs SOI he can directly start without defining any settings.|
|Multiple Synergy environments||In SOI, the Synergy environment is defined during the installation. This environment cannot be changed and others environments cannot be added|
|Installation||The installation can be done for ‘single user’ or ‘per machine’. Installation is done via MSI file|
Photo credits: Beech boy