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E-mail Converter for Outlook and SharePoint E-mail Converter converts Outlook e-mails to SharePoint list items E-mail Converter creates SharePoint.

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Presentation on theme: "E-mail Converter for Outlook and SharePoint E-mail Converter converts Outlook e-mails to SharePoint list items E-mail Converter creates SharePoint."— Presentation transcript:

1 Converter for Outlook and SharePoint Converter converts Outlook s to SharePoint list items Converter creates SharePoint list items from Outlook Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

2 E-mail Converter for Outlook and SharePoint ‒ Introduction
Welcome to this slideshow presentation of Converter, an Outlook add-in that publishes s to SharePoint or creates new SharePoint list items from Outlook. It is often used for cooperation on issue tracking and user support. Converter is built on Microsoft Outlook and SharePoint, which gives this application superior qualities when it comes to features and customization possibilities. It also makes Converter very easy to use and configure. I will start with showing you a default SharePoint list, and then I will explain how Converter connects Outlook and SharePoint and thereby enhances both products. Finally I will inform about the integrated statistics and reporting tool. Peter Kalmstrom CEO, kalmstrom.com Business Solutions Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

3 Standard SharePoint list item
This item is from a SharePoint list that is NOT connected to Converter. There are endless possibilities to customize the lists, but there is NO connection to Outlook. Converter works with Outlook 2010 and SharePoint 2010 and above

4 Ticket example, SharePoint list connected to Outlook
For Converter you can use the SharePoint Task list, the Issue tracking list or any other list that suits your needs. This item is from a SharePoint list connected to Outlook with Converter. Formatting, links, attachments and embedded images are transferred from the . Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

5 The E-mail Converter Configure dialog in Outlook Main Screen
The Settings are done by the admin on one machine. All subsequent users who select the same site will get the same lists and settings. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

6 The Converter Configure dialog in Outlook List Settings defines the connection between Outlook and SharePoint Define where the different parts should be entered in the SharePoint list items. The dropdowns will be populated with the columns in the selected SharePoint list. Select which of the lists on the SharePoint site that should be used with Converter. Several lists can be used. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

7 E-mail Converter ‒ Create new ticket from e-mail
When you use several SharePoint lists with Converter, you may easily distribute converted s and new tickets to different SharePoint lists. Use ”Convert” if you want to convert an into a ticket manually. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

8 E-mail Converter - Blank ticket Pick caller from Contacts or GAL
Use ”Blank ticket” when information from a telephone report needs to be entered into a ticket ‒ or just when you wish to publish something to SharePoint without leaving Outlook. If the caller is in your Contacts or Global Address List, you can pick her/him from there. The details will be automatically entered into the ticket. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

9 E-mail Converter ‒ E-mail has been converted into a ticket The ticket
The ticket is automatically filled out with the information from the , according to the configuration. Converter works with all SharePoint lists, so you can customize the list to suit your organization. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

10 E-mail Converter ‒ E-mail has been converted into a ticket The E-mail
When an has been converted into a ticket, the is marked with ticket ID and date and time for conversion. The path to the ticket can also be added. The converted will have a ticket URL, if you have enabled ‘Embed ticket URL in ’ in the General Settings The icon and the ticket ID shows that the has been converted into a list item Converter works with Outlook SharePoint 2010 and higher

11 E-mail Converter ‒ Automatic e-mail conversion
If you monitor several folders, select one SharePoint list for each folder and let Converter automatically distribute the incoming mail. Check this box for automatic conversion. Add a Public folder or Mailbox. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

12 E-mail Converter ‒ E-mail Threading
All s about the same case will be gathered in the same ticket if you... … check this box in the General Settings dialog … … and select list and column for the thread in the List Settings dialog. The image shows the order of entries when you use the Description field for both the first and the threading field. When you use the Threading feature, Converter adds the ticket ID in the Subject of the , to identify its SharePoint item ID. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

13 E-mail Converter ‒ Merge Tickets
1. Select list and fields to merge 1. Select list and fields to merge 3. Select tickets to merge 4. Select Parent Ticket 2. Show the tickets in the selected list. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

14 Select default list for manual conversion
Converter ‒ the General Settings dialog gives more possibilities Select default list for manual conversion Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

15 E-mail Converter Report
The Converter report is useful for managers who want to see what kind of problems are reported, how problem solving time is distributed, what problems different staff has been working with etc. The report can be reached from the Converter toolbar in Outlook. Converter works with Outlook 2010 and SharePoint 2010 and above

16 E-mail Converter Report Select SharePoint fields to study
Select SharePoint list and the fields you want to analyze. Click on the Report button to see the data in Excel, where you can manipulate it with all the standard Excel tools. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

17 E-mail Converter Report The Excel report
Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

18 E-mail Converter Report Data used in graph
The caller departments and created dates have been combined in a graph that shows number of tickets created for each department during a selected period. Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

19 E-mail Converter for Outlook and SharePoint More info at kalmstrom.com
Thank you for watching this slide show! You will find more information about Converter on the kalmstrom.com website. There you can also download the latest version of the software and try it for 30 days without any obligations. You are welcome to visit and learn more! Converter works with Outlook 2010 and higher + SharePoint 2010 and higher

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