Outlook app

Sweet app for Outlook allows exporting e-mails and calendar appointments from Outlook directly into Sweet. Activities are created in Sweet and relations are matched with e-mail addresses existing in the system. Office app is a small web application running in the same installation as Sweet One. It is linked in Outlook by a manifest.

See also

Sweet app for Outlook can only be used with Office 365 and Windows Authentication for Sweet.

Install the Sweet app for Outlook

1. Press the Get Add - ins button in Outlook (placed under home tab)

2. Click on My add-ins and scroll down to Custom add-ins and select add a custom add-in

3. Choose Add from file (a) or Add from URL (b), depending on the information provided to you

1. locate the XML file that you got for the installation
2. copy the URL and replace the address for the server at the end with the address for your environment :

ex. https://outlookmanifest.azurewebsites.net/api/GetManifest?portaluri=localhost/sweetweb

ex. https://outlookmanifest.azurewebsites.net/api/GetManifest?portaluri=sweet.releye.se/beta

4. Press install

5. Restart Outlook. The ‘Save to Sweet’ button will be shown next to the Get Add-ins button. Finished.

Save an Outlook e-mail to Sweet (Outlook application)

In the Outlook application, after the Sweet app has been installed, you will see a Save to Sweet button in the upper right corner of the Outlook window.

After pressing the button, a Sweet login window will be shown to the right of the mail.

Once you have signed in, the e-mail will be saved to Sweet. You will see the preview of the e-mail in Sweet as an ‘open in Sweet’ button.

After clicking the ‘open in Sweet’ button, a new window will open, displaying the saved e-mail in Sweet, where you can relate the e-mail to more information in your CRM.

Here you can see the window with Sweet activity to the right of the Outlook e-mail.

Open in Sweet

When you have clicked the ‘open in Sweet’ button, the e-mail will be opened in Sweet as an incoming or outgoing e-mail activity.

Mail addresses will be matched to Sweet and the contacts, companies and private persons will be related to the e-mail activity.

E-mail addresses connected to the e-mail but not found in your Sweet system will be displayed as followers with the @ symbol. You can connect or create a new person from these e-mails by clicking on the side menu.

To remove related information, use the delete function in the side menu.

Save an Outlook e-mail to Sweet - step by step

1. Open the e-mail in Outlook that you want to save to Sweet and click the Save to Sweet button.
2. A window will open where you can log in to your Sweet account.
3. Login using your Sweet account information.
4. A preview of the e-mail activity will be shown. It is now saved in Sweet.
5. Click the ‘open in Sweet’ button to open the e-mail activity in Sweet.
6. A new window is opened in Sweet with the e-mail activity.

Save an Outlook appointment to Sweet (Outlook application)

In the Outlook application, after the Sweet app has been installed, you will see a ‘save to Sweet’ button in the upper right corner of the Outlook window when you have opened an appointment.

Save an Outlook appointment to Sweet

After pressing the button, a Sweet login window will be shown just to the right of the appointment.

After you sign in, the appointment will be saved to Sweet. You will see the preview of the appointment in Outlook as well as an ‘open in Sweet’ button.

After clicking the ‘open in Sweet’ button, a new window will open, displaying the saved appointments in Sweet, where you can relate it to more information in your CRM.

Open in Sweet

After clicking the ‘open in Sweet’ button, the appointment will be opened in Sweet. From here, you can use the appointment as a regular Sweet activity.

E-mail addresses will be matched to Sweet and the contacts, companies or private persons will be related to the appointment.

E-mail addresses connected to the appointment but not found in your Sweet system will be displayed as followers with the @ symbol. You can connect or create new persons from these e-mails by clicking on the row’s side menu.

The location and description fields will be the same as on the Outlook appointment.

To remove related information, use the delete function in the side menu.

Save an Outlook appointment to Sweet - step by step

1.Open in Outlook the appointment you want to save to Sweet and click the ‘save to Sweet’ button.

2.A window will open where you can sign in to your Sweet account.

3.A preview of the appointment will be shown. It is now saved in Sweet.

4.Click the ‘open in Sweet’ button to open the appointment in Sweet.

5.A new browser window with the appointment is opened in Sweet.

See also

This functionality works only with Outlook App and not Outlook used in the browser