Integrate Dext with Microsoft Outlook to automate your work

To integrate Dext with Microsoft Outlook, visit the Integrations section in your Dext account and select Microsoft Outlook from the available options. Follow the on-screen instructions to establish a connection.

When integrating Dext with Outlook, you can set up triggers like 'New Email Received' in a specific folder or 'Email Flagged as Important', which can then initiate actions in Dext such as creating a new document entry.

Yes, you can automate email processing by setting up triggers based on specific criteria like receiving an invoice email. Actions such as extracting data from attachments or saving emails to a specific folder in Dext can then be automated.

Yes, you can set up an integration where actions within Dext, such as task deadlines or reminders, automatically create calendar events in Microsoft Outlook.

While many types of data can be synced, certain sensitive information may not be automatically transferred due to privacy protocols. Always check both platforms for data compatibility and ensure compliance with security policies.

Usually, you'll need administrative privileges to install integrations like this one. Make sure your account has permission to make changes within both Dext and your Microsoft 365 organization settings.

For connection issues, ensure that both platforms are authorized properly under the same account credentials. Check internet connectivity and review any error messages for clues. If problems persist, consult our support team for assistance.