Wouldn’t it be more convenient and beneficial if you are able to manage your Microsoft Outlook and SharePoint from the same place? Well, it will certainly save you lots of time. And besides, switching between apps for every small task is nothing less than a vexing thing to do. And after all, what good is technology if it doesn’t appease our lives.
SharePoint has over the time made upgrades that made managing teams and tasks more efficient and easy. All its features are designed to give you more control over your daily tasks with maximum collaboration. One of the key feature included in SharePoint helps you to integrate the application with the outlook. Now you can work with greater agility, more empowerment, and rapid collaboration and create a significantly efficient work system.
If you don’t know how to integrate both apps, no worries! This blog will step-by-step guide you to integrate both Microsoft apps and lose extra hassle. No matter which version, this method works for all three; 2010, 2013 and 2016 versions of Microsoft SharePoint & Outlook.
Before beginning, let’s assume you have:
- Outlook Desktop App
Note: You cannot integrate SharePoint with online Outlook app.
Secondly, you should be clear that only following features from SharePoint will sync with Outlook after integration.
- Discussion Board
- Document Library
Follow 4 easy steps to integrate SharePoint & Outlook
Step – 1: Click on relevant tab (i.e. Calendar, Tasks e.tc.) on SharePoint
Simply navigate to the tab for the feature you want to integrate with the outlook on the navigation bar and open it.
Step – 2: Click on the “Connect to Outlook” icon
After clicking the relevant tab e.g. Calendar, you will find numerous options in the drop down. From these options, you need to click Connect to Outlook and boom!
Step – 3 Allow Program to Run
As soon as you click on “Connect to Outlook” option, a window will pop up requesting permission to run a program on your PC. It will appear like below.
Click on “Allow”.
Step – 4 Enjoy!
Yes, enjoy! Enjoy the convenience of opening, editing and updating your files on SharePoint from Outlook.
You can view the added feature side by side with the outlook feature as illustrated in the example below.
Moreover, you can view all the SharePoint features by clicking the list in Folder View option in the outlook. Calendars, Tasks, Contacts as well as Libraries and other SharePoint lists, all are now accessible from your desktop app. For more information on SharePoint features or training, contact us. We will be glad to help you get the most out of SharePoint.
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