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Project title:
Microsoft expert needed to connect my Custom CRM to Outlook
Posted by:
External project from PeoplePerHour
Started:
24-Sep-2024 05:09 GMT
Description:
**Please read carefully and respond with organic responses and not automated generic responses**.

I’m seeking a Microsoft expert to help integrate my custom-built, web-based CRM with my Outlook app. My CRM sends emails, and I want these emails to connect with Outlook so that they appear as if I’m sending them manually from Outlook.

Please note that I don’t have the full Office 365 package; I have the Microsoft apps for business (Outlook, Word, Excel, etc.). My email linked to Outlook is through a different service that offers a private exchange, and I don’t have an email license with Microsoft due to bulk sending restrictions.

From what I understand, this integration may be achievable using Microsoft Graph or a similar add-on or connector. I need the emails from my CRM to be sent to Outlook, where they will show up in the sender's drafts, outbox, and sent items, just as if they were sent manually from Outlook.

Here are some recommendations for integrating my web-based CRM with Outlook, ensuring that there are no restrictions on the number of emails I transport:

1. **Microsoft Graph API**: This API can help send emails directly from my CRM as if they were sent from Outlook.

2. **Outlook Add-ins**: Explore existing add-ins that might facilitate the integration between my CRM and Outlook.

3. **Zapier or Integromat**: Use these automation tools to create workflows that connect my CRM with Outlook.

4. **SMTP Configuration**: If possible, configure my CRM to send emails through my smtp to go through Outlook account.

5. **Custom Connector Development**: Consider developing a custom connector to integrate my CRM with Outlook.

6. **Microsoft Power Automate**: This service can help create automated workflows between my CRM and Outlook.

I need to ensure that whatever solution is implemented will not impose restrictions on the number of emails I can transport to Outlook.
Project ID:
3404222
Project category:
Project budget:
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