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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘MS Outlook’

Calendar management: Synergy in your Outlook appointment

Written by Martin Ortgiess on . Posted in Exact Synergy

You are planning a meeting with a prospect. Once you set date and time, you plan the meeting in Outlook and invite the prospect at your office. Also 2 colleagues of you will join the meeting. Sounds simple, but if you want to register this visit in Exact Synergy Enterprise and link it to the prospect card, it is time consuming.

Calendar management is a simple feature that can help you with this. When you plan your meeting or appointment in MS Outlook, you can link the prospect in your Outlook appointment. When the appointment is created in MS Outlook, it will be synchronized to Synergy and the prospect will automatically be linked. Besides the account, you can also link a contact person or a project.

For more information, take a look at the release note or watch the video (1.57 minutes)

 

Adjusted installation of Synergy Office Integration

Written by Martin Ortgiess on . Posted in Exact Synergy

The installation of Synergy Office Integration (SOI) has been improved in Synergy product update 245 in order to make the process easier and more reliable.

End user installation

To make the installation process easier for a user, it is divided into two simple steps:

  • Step 1 is to download SOI.
  • Step 2: when you open an MS Office application for the first time, you can connect to your Synergy environment, by filling in the web address. User can also choose to do this step at a later moment.

To ensure that after the installation SOI works as expected, additional checks are added to the process: Check on supported MS Office version, valid web address, user credentials, Internet Explorer settings, server settings, document structure in Synergy and Office add-in installation.

Administrator installation

To make the end user installation process easier, it is separated from the Administrator installation. The Administrator installation is improved to even better support Terminal Server and Citrix environment in combination with roaming profiles.