Microsoft

Leverage Microsoft technologies by extending their use.

Microsoft Outlook
  • Integrate to Outlook calendars (free)
  • Integrate to Outlook contacts (free)
  • Integrate email to service tickets using the ConnectWise Email Connector (Add-on)

Microsoft Outlook logo
Microsoft Word
  • Word template integration from ConnectWise PSA
  • Merge contact information with your Word Templates to create personalized boiler plate documents

Microsoft Word logo
Microsoft Excel
  • Export Contacts, Companies, Service Board or any ConnectWise list view into an Excel spreadsheet

Microsoft Excel logo
Microsoft Project
  • Import project plans from Microsoft Project
  • Export ConnectWise Projects to Microsoft Project
  • Create project templates from Microsoft Project Plans

Microsoft Project
Microsoft Exchange Server
  • Integrate to Outlook calendars and contacts (Free)
  • Integrate email to service tickets using the ConnectWise Email Connector (Add-on)
  • Capture emails to service tickets and sales activity using Outlook Add-in (Free)

Microsoft Exchange Server logo

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Microsoft SQL Server
  • Write custom reports against the ConnectWise PSA database using predefined views