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Integration of Exact Synergy Enterprise with MS Outlook and other MS Office applications

Written by Martin Ortgiess on . Posted in Exact Synergy

Do you also spend a lot of time of your day in Microsoft Office and especially in Microsoft Outlook? Well, you’re not the only one.

Outlook is one of the main gateways to share information. The usage of email is easy and fast, although it also has some important downsides, which you are probably aware of. One of the downsides is that distribution of one email results in multiple email messages in a lot of local databases (Outlook folders). It is unclear who has and does not have the information available and when there is an update, not everybody might be aware. This is why an application like Synergy Enterprise is so important. Information is only stored once, and you can easily see who can see it. When a change is made, this is directly visible to everybody it concerns.

With Synergy Office Integration we have succeeded to have best of both worlds. Because you are so used to the MS Outlook interface, we made Synergy Enterprise available there. This means that all functionalities you know from Synergy, can now be accessed via MS Outlook.

Screenshot SOI

We have introduced the Synergy toolbar in MS Outlook, which provides you exactly what you need: the options available here follow the user preferences. This means that the Synergy Enterprise options in MS Outlook are the same as the options you have using Internet Explorer.

Because you will not stop using your email, we also looked at how we could achieve a tighter integration between your emails and Synergy Enterprise. And looking to the positive feedback we received so far, I think we succeeded. We have introduced the ‘save’ button, which will give you the option to save your incoming and outgoing email to Synergy Enterprise with only 1 mouse click. If the email address is recognized, it will automatically be linked to the right contact person in Synergy Enterprise.

The email message in Outlook will be tagged, so you can easily see which emails are saved to Synergy Enterprise.

When you want to add more information to the email message, when saving it to Synergy Enterprise, you can select the ‘save as’ button to save the email message. Now you can add additional information and also create a request instantly.

Conclusion: no need to leave Outlook when you work with Synergy Enterprise. With Synergy Office Integration all your Synergy functionalities are available in MS Outlook. Next to MS Outlook we also offer a tight integration with MS Word, MS Excel, MS PowerPoint and MS FrontPage.


Photo credit: Shareski

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Comments (6)

  • Ed van Paassen


    I doubt that all Synergy functionality is yet available in the Synergy Office Integration. For instance project numbers, etc. For PSA companies this would be very usefull.


  • Martin Ortgiess


    Hi Ed,

    All functionality is there! The project numbers will show up when you have it defined in the document type you selected when saving a document. I would be happy to give you a live demo. We both work in Delft, so feel free to contact me for a demonstration: Martin.Ortgiess@exactsoftware.com


  • Alfredo Luna


    Hello everybody.

    I think that this kind of integration with Microsoft Outlook it’s very useful for most of the companies that has implemented this product for upgrade, and it’s a very big differential about functionality against other products in market for new business opportunities.

    Look and feel it’s very friendly and comfortable, and we have all the power of Synergy in our customized Microsoft Outlook envorment, which it’s very important for not use another application or screen different but e-mail.

    Which it’s important it’s test all features in order to receive more feedback about functionality and improvement.

    When wil be released this 242 version internally ?

    Best regards !!!


  • Darren Fessey



    This looks great – just what we have been waiting/looking for!

    One question… is it available for the ASP version of Synergy?


  • Exact User


    Hi Darren.

    The answer to your question is … NO.


  • Kiera Entsminger


    This is really one of many better reports involving things that I’ve read more this matter nowadays. Superb deliver the results.


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