Microsoft Integrations

Why Microsoft Integrations?

Our solutions are tightly integrated with Microsoft Outlook, Microsoft Word, and Excel to allow staff to work more efficiently in the applications that they use most.

Transfer email directly from Outlook to eFM

Integration between Outlook and eFM allows for easy transfer

• Create new cases directly from Outlook or attach Outlook-based email to existing eFM cases in the CRM system
• Reduce manual processes and increase productivity
• Log incoming Outlook messages into eFM

Integration with Word and Excel, too

Generate reports in Excel and letters in Word

• Reporting accommodates Excel or html reports
• Generate reports and charts
• Create templates with City Logo at top
• Citzen names and addresses automatically entered in Word documents