Forum Discussion
linking Excel with Outlook
I made a CRM in an Excel Worksheet in hopes to cold call potential new clients. I want to import it into our Outlook Calendar so that it will remind our sales guy(s) when he needs to do return calls ...
I ended up figuring out i needed to export it as a CSV but keeping it updated was going to be cumbersome bc I would have had to
1)Sales person updates original worksheet
2) I reexport file and replace existing file
3) re-import into calendar
I decided instead to import the file into Outlook Contacts which Converted much more smoothly(allowed me to us the separate address, city, and state fields). Now i need to figure out how to get the contacts to make calendar events through follow-up. Currently follow-up only makes a t-do list but it doesn't allow me to share it(both share and properties are grayed out). I noticed I can share my tasks but don't know how to turn my to-do list into tasks.
1)Sales person updates original worksheet
2) I reexport file and replace existing file
3) re-import into calendar
I decided instead to import the file into Outlook Contacts which Converted much more smoothly(allowed me to us the separate address, city, and state fields). Now i need to figure out how to get the contacts to make calendar events through follow-up. Currently follow-up only makes a t-do list but it doesn't allow me to share it(both share and properties are grayed out). I noticed I can share my tasks but don't know how to turn my to-do list into tasks.
"I noticed I can share my tasks but don't know how to turn my to-do list into tasks"
In modern Outlook tasks are integrated with To-Do for the accounts hosted by Microsoft (like outlook.com for consumers and 365 tenants)
Not sure it is still in preview or not.
- I don't have that top option in our version of Outlook. We have Windows 10, if that matters.
Windows version doesn't matter, you need to have proper Office 365 subscription. This work at least on Current channel.