Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI insights into Teams meetings including discussion points and follow-ups. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.
Installation Guide
Important Note: There is no download for this add-in. Once purchased from The SugarCRM marketplace, it is installed directly from Microsoft AppSource.
For Administrators:
- Please review and follow the installation steps described in the online Admin Guide.
- CRM Administrators - We highly recommend that you install the software on your own desktop first so that you can configure it and publish the configuration to all your users.
For Users:
- If you admin has already installed the Implicit for Outlook add-in on the Microsoft 365 corporate account and it shows up in Outlook, please review and follow the installation steps described in the online User Guide to launch and configure the software.
- If you wish to run the Implicit for Outlook trial on your Microsoft 365 personal account and you have permissions to install Outlook add-ins on your personal account, please review the user-level installation steps.
- Please note: There are several steps that need to be taken by your CRM administrator before you can install Implicit for Outlook add-in. Please see: CRM Admin Installation.
Additional Resources:
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