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Synergy Office Integration vs. Synergy Office add-in

Written by Martin Ortgiess on . Posted in Exact Synergy

  • 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
  • Entry fields are based on selected document type
  • Option to directly create request
  • Indication of mandatory fields
  • Tagging of document
  • All security options and synergy links are available, like opportunity, view rights
Extra save functionality for email
  • Save the email that you send to Synergy. You can select the email must be saved to Synergy when you while you are still working on your email.
  • User can easily see which email he has saved to Synergy
  • The content of the document created in Synergy while saving the email cannot be edited. An email is a fact. It is already send or received.
  • An email can only be saved ones.
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
Mail merge
  • Drag and drop functionality for creating a mail merge template
  • Additional mail merge fields in HRM and CRM
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:

  • Incoming email,
  • Outgoing email,
  • Word documents,
  • Excel sheets and
  • PowerPoint presentations.

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

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Comments (56)

  • lizi


    The save options work in a local setup but not in the terminal (citrix) setup. We followed all installation guidelines but it doesn’t.

    i also tried if i could use the auto folder save on the send items folder, but i can only select folders that are outside my inbox. not my default outlook folders.


    • Martin Ortgiess


      lizi, you can create a rule that will automatically copy emails in your send items to another (custom) folder. this way you can still automatically save all emails which are send out.


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