Try it today on Gmail, Outlook, Android, and iOS mobile applications Video: Salesforce InboxOn a user level, Microsoft 365 Groups—which until recently were known as Office 365 Groups and I’ll simply refer to as the capitalized Groups in this article—represent one of the biggest selling points for moving to Office 365. Salesforce Inbox is an add-on product for Sales Cloud, Service Cloud, and Force.com. Salesforce Inbox is a suite of applications that brings together two platforms you use every day: your email and Salesforce.
Salesforce Inbox 2016 Mac Or WindowsIn the Search add-ins box on the right-hand side, type SmartCloud and select Revenue Inbox for Salesforce. MS Outlook Add-In management window will be opened. Your shared inbox is live now with.Click Get Add-ins in MS Outlook for Mac ribbon. Chrome extension, or Outlook for Mac or Windows. There’s little-to-no learning curve: get in and start working.Salesforce Inbox Setup Outlook 365 or Gmail integration (No Legacy.You’re not going to find it in the Waffle, which confuses… everybody.Boost productivity by bringing the power of the Salesforce Platform to Outlook. “Groups” is also not an app. Why? Because few people (even in my field) can explain Groups well… or correctly. You will see Revenue Inbox icons added to MS Outlook for Mac ribbon.But they’re also one of the most confusing new things in Office 365.It’s basically an upgraded version of an Outlook distribution group you know, like if you email that email gets forwarded to all of accounting? It’s basically the same thing.But that’s not the experience you get when you work with a Group. And below is some more detailed coverage of what the infographic means.Simply put, a Microsoft 365 Group is a collection of people. Above is an infographic to get you started with Groups. For example, you don’t access a Group through a standard “Groups” web interface: you can get there through Outlook, Yammer, Teams, or elsewhere.A Group in Teams is pretty much known only as a Team.Just remember that a Yammer Community and a Teams Team are really Groups behind the scenes! The Group is about permissions the apps are about doing work. Yammer Groups are generally called Groups or Communities (your call). In fact, there used to even be an iOS app for them called (wait for it) Outlook Groups. An Outlook email inbox to record conversations between Group members Outlook GroupWhen you create an Outlook Group, you get: There’s nothing saying you have to use them all, but you can’t create just a Yammer Community without, say, a SharePoint team site collection.Let’s take this one by one so you know what you get when you create a Group in Outlook, Yammer, or Teams. You decide whether to use—or not use—these apps. And you get them whether you like it or not. But when you create a Group, it doesn’t just create a communication channel, it also provides you other workspaces. A Power BI workspace (if you have premium Power BI licenses for all members—see the Power BI section below for important caveats).An Outlook Group is kind of the base type of Group. A OneNote notebook (which actually lives in your SharePoint site collection) A SharePoint team site collection (which you access through the “Files” tab) Insert checklist in word 2011 for macAn Outlook email inbox to record conversations between Group members (though this does not display automatically with a new Team anymore you have to request access from IT) and A Power BI workspace (if you have premium Power BI licenses for all members—see the Power BI section below for important caveats) A OneNote notebook (which you have to add as a new tab if you want quick access because the wiki is meant to replace this) A Teams wiki for collecting notes and knowledge So, an Outlook Group can be a nice, easy intro to this new collaborative world. Congrats!You’re welcome to create Groups through other apps, but I recommend Groups be created based on a communication need first. In fact, if you create a team site from the SharePoint Home, it creates a Group and you get all the other apps, even if you didn’t know it.So, if there’s one thing to remember: whenever you create an Outlook Group, Yammer Community, Teams Team, Plan, Stream video portal, orSharePoint team site in Office 365, you’ve created a Group and you’re now the proud owner of a workspace in all the relevant apps that come with that Group type. Any Groups made in Planner, Stream, or Power BI are Outlook Groups by default. But they’re not unique Group types. 8 Surprisingly Great Things About Microsoft Teams (Matt Wade)“But wait,” you may say, “I’ve created Groups before in Planner or Power BI.” You absolutely may have. For example, Outlook Groups don’t show folders even if they’re used in SharePoint. Files are displayed differently depending on the app. FilesIn Outlook, Yammer, and Teams, you get a tab called Files, which shows you the default document library that comes with your SharePoint team site. Some are based on best results over the long term (following best practices), and some are based on getting best adoption (which apps are easier for your colleagues to start using quickly). There are use cases for each. At first, the communication methods may seem redundant, but they truly aren’t. Each new SharePoint team site comes with a default team notebook that’s available from the Quick Launch. This isn’t really a Groups feature, though. (You can include additional libraries as tabs in your Team though.) Notebook/Notes/WikiEach Group type comes with a default OneNote notebook for tracking everyone’s notes in a central place. Just remember that your communications occur in Outlook, Yammer, or Teams, and that your Files tab in those apps display a simplified look of just one library. But you know what is? SharePoint! So that’s where all those files go… directly to your shared library.But fear not! You can still get the most of SharePoint by clicking the “View in SharePoint” link in Outlook and Teams, or click the “SharePoint Document Library” link on the Yammer Community's conversations page.In SharePoint, you can create lists, libraries, pages, and all the good stuff you’re used to with SharePoint. Those apps aren’t file storage apps. Video portalMicrosoft Stream is one of the newest applications that's been launched as part of the Office 365 ecosystem. But you can always add your team notebook as a tab in Teams (more on that later).The point is, no matter which type of Group you go with, a central knowledge base tool (notebook, wiki) will be made available for you and your colleagues to document things on the fly, in an informal but useful way. I dislike this wiki you can’t even link between pages (yet), so the functionality is poor. It’s not a SharePoint wiki, though the content does live in SharePoint (in a sneaky way). But in Teams, the notebook tab has been replaced by a wiki that’s specific to Teams. However, things are soon changing. If you have Power BI Pro licenses for your Group members, they have access to the Power BI workspace that comes with a Group. Power BIPower BI has been a part of Groups for a while now. A new Group comes with a V1 workspace, but only for now.
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