{"id":35538,"date":"2021-09-21T09:48:33","date_gmt":"2021-09-21T07:48:33","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=35538"},"modified":"2025-11-27T13:30:30","modified_gmt":"2025-11-27T12:30:30","slug":"integrare-outlook","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/integrare-outlook\/","title":{"rendered":"Integrare Outlook"},"content":{"rendered":"<div class=\"alert alert-danger\" style=\"text-align: justify;\"><strong>IMPORTANT!\u00a0<\/strong>Interfa\u021ba Outlook a fost schimbat\u0103 pentru unii utilizatori \u0219i, ca urmare a acestei modific\u0103ri instalarea addon-urilor custom s-a schimbat. Po\u021bi g\u0103si <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/use-add-ins-in-outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8?utm_source=chatgpt.com\">aici<\/a> mai multe detalii despre modul de instalare nou.<\/div>\n<p style=\"text-align: justify;\">MiniCRM permite integrarea cu Outlook pentru a putea creea rapid carduri noi \u0219i\/sau pentru a arhiva o conversa\u021bie rapid pe cardul clientului al c\u0103rui email l-ai deschis.<\/p>\n<p><iframe loading=\"lazy\" title=\"Arhivarea email-urilor din Gmail \u0219i Outlook direct \u00een MiniCRM!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/NRAN4N7eE0s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a avea acces la aceast\u0103 func\u021bionalitate trebuie s\u0103 ai activ addonul <strong>Extensie Gmail\/Outlook!<\/strong><\/div>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">\u00cen func\u021bie de versiunea de Microsoft Office, respectiv Outlook folosit\u0103, este posibil ca aceste set\u0103ri s\u0103 difere!<\/div>\n<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Instalare Add-on<\/a>\n<ul>\n<li><a href=\"#anchor-0\" target=\"_self\" rel=\"noopener\">Versiune desktop &#8211; Windows (Old look)<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Versiune desktop &#8211; MacOS<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Versiune online \/ desktop &#8220;New Outlook&#8221;<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Arhivarea unui e-mail<\/a><\/li>\n<\/ul>\n<h2 id=\"anchor-1\" style=\"text-align: justify;\">Instalare Add-on<\/h2>\n<p style=\"text-align: justify;\">Pentru a activa \u0219i utiliza acest plugin, urmeaz\u0103 pa\u0219ii de mai jos \u00een func\u021bie de versiunea de Outlook utilizat\u0103.<\/p>\n<h3 id=\"anchor-0\" style=\"text-align: justify;\">Versiune desktop &#8211; Windows (Old look &#8211; Office 2019)<\/h3>\n<h4 style=\"text-align: justify;\">1.) Click pe meniul\u00a0<em>File <\/em>din bara de meniu<\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-47042\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425.png\" alt=\"\" width=\"1962\" height=\"1222\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425-300x187.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425-1024x638.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425-768x478.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-121425-1536x957.png 1536w\" sizes=\"auto, (max-width: 1962px) 100vw, 1962px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">2.) Din meniul\u00a0<em>Info <\/em>selecteaz\u0103\u00a0<em>Manage Add-ins<\/em><\/h4>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Vei fi redirec\u021bionat c\u0103tre versiunea online a aplica\u021biei unde trebuie s\u0103 te loghezi cu datele de acces in Outlook.<\/div>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-47036\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811.png\" alt=\"\" width=\"1963\" height=\"1226\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811-300x187.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811-1024x640.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811-768x480.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-115811-1536x959.png 1536w\" sizes=\"auto, (max-width: 1963px) 100vw, 1963px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">3.) Dup\u0103 logare va ap\u0103rea pagina de mai jos:<\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54834 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45.png\" alt=\"\" width=\"976\" height=\"1148\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45.png 976w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45-255x300.png 255w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45-871x1024.png 871w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-10.56.45-768x903.png 768w\" sizes=\"auto, (max-width: 976px) 100vw, 976px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">4.) Selecteaz\u0103 apoi op\u021biunea <em>My add-ins &#8211;&gt;<\/em>\u00a0<em>Add a custom add-in &#8211;&gt; <\/em><em>Add from File<\/em><\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54837 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin.png\" alt=\"\" width=\"996\" height=\"1233\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin.png 996w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin-242x300.png 242w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin-827x1024.png 827w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Outlook_NewAddin-768x951.png 768w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">5.) \u00cencarc\u0103 fi\u0219ierul din <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/MiniCRM_OutlookIntegration.zip\">acest\u0103 arhiv\u0103<\/a>.<\/h4>\n<p style=\"text-align: justify;\">Descarc\u0103 arhiva din linkul de mai sus, copiaz\u0103 fisierul \u00een afara arhivei, dup\u0103 care \u00eel vei putea \u00eenc\u0103rca.<\/p>\n<p style=\"text-align: justify;\">Apas\u0103 apoi pe <em>Install<\/em>.<br \/>\n<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54840 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png\" alt=\"\" width=\"1013\" height=\"918\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png 1013w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34-300x272.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34-768x696.png 768w\" sizes=\"auto, (max-width: 1013px) 100vw, 1013px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen continuare, po\u021bi reveni la aplica\u021bia Outlook instalata.<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Dac\u0103 interfa\u021ba ta difer\u0103 de cea din imaginile de mai sus, po\u021bi g\u0103si ajutor <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/use-add-ins-in-outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8?utm_source=chatgpt.com\">aici<\/a> legat de instalarea addon-urilor \u00een noua interfa\u021b\u0103 Outlook.<\/div>\n<p style=\"text-align: justify;\">\n<p style=\"text-align: justify;\">\n<h4 style=\"text-align: justify;\">7. Click pe MiniCRM din meniu \u0219i introdu datele de logare folosite \u00een MiniCRM<\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-47039\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130.png\" alt=\"\" width=\"1962\" height=\"1226\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130-300x187.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130-1024x640.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130-768x480.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-22-120130-1536x960.png 1536w\" sizes=\"auto, (max-width: 1962px) 100vw, 1962px\" \/><\/a><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Versiune desktop &#8211; MacOS<\/h3>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Pentru noua versiune disponibil\u0103 pentru sistemele de operare MacOS este nevoie s\u0103 accesezi versiunea online \u0219i s\u0103 urmezi pa\u0219ii de la sec\u021btiunea <strong>&#8220;Versiune online \/ desktop &#8220;New Outlook&#8221;<\/strong> de mai jos.<\/div>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Versiune online \/ desktop &#8220;New Outlook&#8221;<\/h3>\n<h4 style=\"text-align: justify;\">1.) Deschide un email oarecare \u0219i selecteaz\u0103 op\u021biunea <em style=\"color: inherit; font-family: inherit;\">Get Add-ins<\/em><\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54843 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins.png\" alt=\"\" width=\"1959\" height=\"1270\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins.png 1959w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins-300x194.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins-1024x664.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins-768x498.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Get-addins-1536x996.png 1536w\" sizes=\"auto, (max-width: 1959px) 100vw, 1959px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">2.) Selecteaz\u0103 apoi op\u021biunea\u00a0<em>My add-ins &#8211;&gt;<\/em>\u00a0<em>Add a custom add-in &#8211;&gt; <\/em><em>Add from File<\/em><\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46964 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50.png\" alt=\"\" width=\"3498\" height=\"1950\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50-300x167.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50-1024x571.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50-768x428.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50-1536x856.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.34.50-2048x1142.png 2048w\" sizes=\"auto, (max-width: 3498px) 100vw, 3498px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">3.) \u00cencarc\u0103 fi\u0219ierul din <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/MiniCRM_OutlookIntegration.zip\">acest\u0103 arhiv\u0103<\/a>.<\/h4>\n<p style=\"text-align: justify;\">Descarc\u0103 arhiva din linkul de mai sus, copiaz\u0103 fisierul \u00een afara arhivei, dup\u0103 care \u00eel vei putea \u00eenc\u0103rca.<\/p>\n<p style=\"text-align: justify;\">Apas\u0103 apoi pe <em>Install<\/em>.<br \/>\n<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54840 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png\" alt=\"\" width=\"1013\" height=\"918\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34.png 1013w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34-300x272.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Screenshot-2024-09-30-at-11.07.34-768x696.png 768w\" sizes=\"auto, (max-width: 1013px) 100vw, 1013px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen continuare, pentru a putea arhiva e-mailurile va fi nevoie s\u0103 te loghezi \u00een addon cu datele folosite \u0219i pentru MiniCRM.<\/p>\n<h4 style=\"text-align: justify;\">5. Click pe MiniCRM din meniul de mai jos<\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54870 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM.png\" alt=\"\" width=\"1950\" height=\"1270\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM.png 1950w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM-300x195.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM-1024x667.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM-768x500.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/09\/Select-MiniCRM-1536x1000.png 1536w\" sizes=\"auto, (max-width: 1950px) 100vw, 1950px\" \/><\/a><\/p>\n<h4 style=\"text-align: justify;\">6. Introdu datele de logare folosite \u00een MiniCRM<\/h4>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46949\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15.png\" alt=\"\" width=\"3500\" height=\"1540\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15-300x132.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15-1024x451.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15-768x338.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15-1536x676.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.11.15-2048x901.png 2048w\" sizes=\"auto, (max-width: 3500px) 100vw, 3500px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Felicit\u0103ri! De acum po\u021bi arhiva e-mailurile primite \u00een Outlook.<\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Arhivarea unui e-mail<\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 dore\u0219ti s\u0103 arhivezi un email de la o persoan\u0103 ale c\u0103rei date nu exist\u0103 \u00een sistemul t\u0103u, va trebui s\u0103 alegi produsul (modulul) \u00een care dore\u0219ti s\u0103 deschizi noul card \u0219i s\u0103 completezi datele necesare:<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46937 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39.png\" alt=\"\" width=\"3490\" height=\"1540\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39-300x132.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39-1024x452.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39-768x339.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39-1536x678.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.46.39-2048x904.png 2048w\" sizes=\"auto, (max-width: 3490px) 100vw, 3490px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen cazul arhiv\u0103rii unui email pentru un contact deja existent, vei putea selecta cardul de oportunitate pe care dore\u0219ti s\u0103 arhivezi emailul sau po\u021bi ad\u0103uga \u0219i un card nou dac\u0103 este nevoie.<\/p>\n<p style=\"text-align: justify;\">Pe l\u00e2ng\u0103 op\u021biunea de a arhiva e-mailul ai \u0219i posibilitatea de a ad\u0103uga o sarcin\u0103 pe cardul \u00een cauz\u0103, direct din Outlook.<\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">E-mailul va fi arhivat doar dup\u0103 ce dai click pe butonul <strong>Archive message<\/strong><\/div>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46940 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44.png\" alt=\"\" width=\"3484\" height=\"1504\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44-300x130.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44-1024x442.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44-768x332.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44-1536x663.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-14.58.44-2048x884.png 2048w\" sizes=\"auto, (max-width: 3484px) 100vw, 3484px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00cen cazul ad\u0103ug\u0103rii unei sarcini ai posibilitatea de a seta con\u021binutul acesteia, responsabilul, tipul, dar si durata.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46946 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42.png\" alt=\"\" width=\"3496\" height=\"1500\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42-300x129.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42-1024x439.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42-768x330.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42-1536x659.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.07.42-2048x879.png 2048w\" sizes=\"auto, (max-width: 3496px) 100vw, 3496px\" \/><\/a><\/p>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Data realiz\u0103rii sarcinii se poate modifica de aici, ceea ce \u00eenseamn\u0103 c\u0103 dac\u0103 dai click pe dat\u0103 sau pe or\u0103, vei putea selecta din meniu data \u0219i ora preferat\u0103 sau le po\u021bi introduce \u0219i manual.<\/div>\n<p style=\"text-align: justify;\">De asemenea, dup\u0103 introducerea unei sarcini vei avea \u0219i posibilitatea de a o modifica \u0219i vei putea deschide cardul de oportunitate direct din Outlook.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-46973\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41.png\" alt=\"\" width=\"3490\" height=\"1954\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41-1024x573.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41-768x430.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41-1536x860.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2023-05-18-at-15.45.41-2048x1147.png 2048w\" sizes=\"auto, (max-width: 3490px) 100vw, 3490px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\n","protected":false},"excerpt":{"rendered":"<p>IMPORTANT!\u00a0Interfa\u021ba Outlook a fost schimbat\u0103 pentru unii utilizatori \u0219i, ca urmare a acestei modific\u0103ri instalarea addon-urilor custom s-a schimbat. Po\u021bi g\u0103si aici mai multe detalii despre modul de instalare nou. MiniCRM permite integrarea cu Outlook pentru a putea creea rapid carduri noi \u0219i\/sau pentru a arhiva o conversa\u021bie rapid pe cardul clientului al c\u0103rui email [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2519,1422,2559,2515],"tags":[1590,1281],"class_list":["post-35538","post","type-post","status-publish","format-standard","hentry","category-accesorii","category-integrari","category-integrari-existente","category-produse-si-accesorii","tag-integrari","tag-project-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Integrare Outlook - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"IMPORTANT!\u00a0Interfa\u021ba Outlook a fost schimbat\u0103 pentru unii utilizatori \u0219i, ca urmare a acestei modific\u0103ri instalarea addon-urilor custom s-a schimbat. 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