Using Salesforce with Office 365
Currently, the Salesforce plugin for Outlook does not support the industry standard of software installation called click-to-run. Consequently, customers downloading and installing Office 2010 or Office 2013 from the Office 365 Portal are unable to install the Salesforce plugin.
Fortunately, there is a straightforward workaround:
1) If you’ve already installed Office, then uninstall.
2) Download and install the free evaluation copy of Microsoft Office from the link below:
http://technet.microsoft.com/en-US/evalcenter/jj192782
3) When prompted to activate on first run, select Organizational Account instead of Product Key and enter your Office 365 e-mail address and password.
Because the evaluation download does not use click-to-run, you can now use your licensed copy of Office as part of Office 365 and install the Salesforce plugin.
Hi Kevin. We just released Cirrus Insight using the Office 365 framework and Salesforce API. Cirrus Insight integrates Salesforce with Office 365 (Outlook 2013 and Outlook Web App) on any device. I’d love to get your feedback. For more information: http://www.cirrusinsight.com/office365
Brandon – Thanks for the read. It seems quick and should really help the productivity of sales people using Salesforce with Office 365.