- Outlook - To Do - Planner integration I have a couple of questions regarding how Outlook connects to To Do and Planner. I used to be able to just drag and drop an email to the My Day tab in Outlook to create a task, now it's only possible to create an event?
- Oct 21, 2019 These 2 features integrating Outlook and OneNote 2016 are essential. As much as I want to switch the the new OneNote (because it has some great new features too!), I can't until these features are added.
Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. Though primarily an email client, Outlook also includes such functions as calendaring, task managing, contact managing, note-taking, journal logging, and web browsing.
Save time and effort by scheduling and running your events from Outlook.
Outlook is a convenient workspace for managing your email and setting up in-person meetings. Use the plug-in to create and host an event directly from your favourite email client.
How does it work?
Bear in mind that the plug-in works on Windows Vista, 7, 8, and 10, and Outlook 2007-2010.
First, download the setup file.
It should run automatically. If it doesn’t, double-click the setup.exe file or right-click it and choose Open. Follow the pop-up instructions.
At the end of the installation, you’ll need to close and re-open Microsoft Outlook. As it re-opens, you’ll see that a ClickMeeting menu option has been added, along with a handy toolbar in the control ribbon.
You’ll be required to log in to your ClickMeeting account, so you’ll need your username or email address and your password.
After the one-time installation and login, the plug-in will be available anytime you use Outlook. (If you use more than one computer, you’ll need to repeat the installation on each of them).
Entering an ad hoc event from Outlook
Microsoft Outlook On Integrations And Interlocking
If you have a permanent event room set up in ClickMeeting, you can access it with the Ad hoc button in the Outlook menu or toolbar.
If you haven’t set up a permanent event room, you’ll be prompted to do so.
Scheduling an event from Outlook
Microsoft Outlook On Integrations 2019
To schedule an event from Outlook, click Schedule Webinar. The following screen pops up:
Fill in the required fields, choosing a name, date, and time. Optionally, you can add a lobby message. Choose whether the event is free to all, password-protected, or token-protected.
Click the Create Webinar button and a new window will appear with all your event details.
Here you can:
Microsoft Outlook Integrations
- Make changes by clicking the Edit this meeting button.
- Prepare your event (upload presentation, videos, etc.) by clicking the Join meeting button and choosing the setup option.
- Copy the Embed code to place the event on your website or blog.
- Click the links to Invite Presenters and Invite Participants.
Customize the invitations
While inviting presenters and participants, the system automatically creates an email with all the event details. You can enter email addresses into the To: and CC: fields as usual.
Customize the invitations, just as you would in an ordinary email. Add logo, text, images, links — whatever you wish.
Once finished, click the Send button. As recipients respond, your lists of attendees and presenters will be updated.
You’ll see the webinar in your Outlook Calendar. It is also available in your ClickMeeting dashboard.
You can also schedule your webinars directly from the Outlook Calendar. Simply click the right button on a particular date and fill in the required fields.
You can easily manage everything from one place!
Use the saved time for something else.
Check other integrations
Use our HubSpot integration to build and develop your contact lists.
iCal enables your invitees to automatically save information about the event on their calendars.
Google Calendar enables your invitees to easily save information about the event on their default calendars.
Applies to: All
You can integrate the Microsoft Cloud for Healthcare solutions with other Microsoft 365 products, such as Outlook, Microsoft 365 mailboxes, and Microsoft SharePoint.
Add context to your emails in Microsoft Outlook
You can use Dynamics 365 App for Outlook to tap the power of the healthcare solutions while using Microsoft Outlook on the desktop, web, or tablet. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a record such as a patient or care plan.
More information: Dynamics 365 App for Outlook documentation
Sync emails to Dynamics 365 to enable full visibility
Microsoft Outlook On Integrations Yahoo
Enable your care teams to see their emails and meetings in the context of their patients and care plans.
To learn more about connecting Dynamics 365 apps with Microsoft 365 mailboxes, go to Connect to Exchange Online in the Microsoft Power Platform admin guide.
Share and view documents from within Dynamics 365
You can store and manage documents in the context of a patient or care plan by using Microsoft SharePoint to share, manage, and collaborate efficiently. Because the documents are stored on SharePoint, users who aren't running the app can directly access the documents with appropriate permissions.
To learn more about integrating with SharePoint, go to Set up SharePoint integration in the Power Platform admin guide.