Elevate Outlook Integration

Created by Jonathan Rees, Modified on Fri, 26 Jul, 2024 at 1:01 PM by Jonathan Rees

To start here is an article from our providers knowledgebase for reference: https://support.serverdata.net/app/articles/detail/a_id/16794/type/KB


The outlook integration is super simple, simply navigate to your profile > Integrations > select "Microsoft Outlook Integration" then press save. You will also need to restart outlook.





Once this step has been completed you can navigate to Outlook to use the integration. I find it easiest to select "Phone" so only contacts with phone numbers show up. From there simply right click the contact to call the party. The call will immediately send to your elevate app and start calling. 



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