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Taking Your Excel and Email Integrations to the Next Level
Taking Your Excel and Email Integrations to the Next Level

December 8, 2023 | The basics of setting up CloudExtend integrations Level II

Updated this week

CloudExtend Masterclass Series

This follow-up to our introduction session will boost your CloudExtend experience and help your users become even more efficient and productive.

We walk you through all the how-tos involved in taking your CloudExtend experience to the next level with Gmail, Outlook, and Excel, including:

  • How to customize your CloudExtend experience in Outlook and Gmail

  • Using email rollup to ensure communication connects to both contacts and accounts in one step

  • Best practices for attaching files using OneDrive, SharePoint, and Google Drive

  • Managing credit card imports and applying payments from customers and vendors

  • Using Power Query to join multiple saved searches

The CloudExtend Learning Track Certification Programs have been thoughtfully developed and designed to provide a comprehensive curriculum to help you gain a building block of knowledge about the CloudExtend product(s) you use.

🎓 Click here to see instructions on how to take the course!

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