Autotask PSA handles the updates directly to your MS Exchange Server so you have no add-on components or agents to install.

The MS Exchange Extension is an Autotask PSA extension that keeps your Autotask PSA and MS Exchange calendar items and contacts in sync automatically.

Other tools that integrate email, contacts, and calendar items with Autotask PSAĪutotask PSA offers additional tools that synchronize emails, contacts, and calendar items. The Autotask PSA Outlook Extension supports the following versions: Refer to Downloading and installing the MS Outlook Extension. Calendar and contact integration are both optional, and configurable.Įach Autotask PSA user can decide what Outlook information is to be shared with Autotask PSA.

Calendar integration - For information on integrating your Outlook and Autotask PSA calendars, refer to Transferring calendar items between Outlook and Autotask PSA.Įmail integration and time tracking are enabled by default.

For information on synchronizing contact information between Outlook and Autotask PSA, refer to Transferring contacts between Outlook and Autotask PSA.

Time tracking - For information on entering time on Autotask PSA tickets and tasks right from Outlook, refer to Entering time from Outlook.

Email integration - For information on the email integration between Outlook and Autotask PSA, refer to Transferring emails to Autotask PSA.

The Outlook Extension has four discrete areas of functionality that each user can enable and configure separately: NOTE Once you install the Microsoft Outlook Extension, opening Outlook means opening Autotask PSA in the background. This reduces duplicate data entry and ensures that the most current data is available in both applications. You can work in Outlook and have access to many features of Autotask PSA.

The Autotask PSA MS Outlook Extension provides integration between Autotask PSA and Microsoft Outlook email, calendar items, and contacts. The MS Outlook Extension About the Microsoft Outlook Extension

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