Outlook

Outlook

Streamline project communication by enabling your team to use Microsoft Outlook in Procore.

About this course

Welcome to the "Procore Integration: Outlook" course!

Streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore. With the Procore Outlook Add-in you can forward emails you receive in Outlook directly to your project in Procore. You can also send file attachments in Outlook emails directly to the Documents tool in Procore, and create RFIs directly from Outlook.

Integration Requirements:

Outlook on Windows (connected to Office 365)
Outlook for Mac (connected to Office 365)
Outlook on the Web (Office 365)
Outlook 2013 SP1, 2016, 2019 on Windows
Outlook 2016, 2019 for Mac
Any of the above Outlook clients connected to Exchange 2019 on-premises

Required Procore Tools:

Documents
Observations (Optional)
Photos (Optional)
RFIs (Optional)
Tasks (Optional)

Curriculum

  • Outlook Integration
  • Course Feedback
  • Congratulations!

About this course

Welcome to the "Procore Integration: Outlook" course!

Streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore. With the Procore Outlook Add-in you can forward emails you receive in Outlook directly to your project in Procore. You can also send file attachments in Outlook emails directly to the Documents tool in Procore, and create RFIs directly from Outlook.

Integration Requirements:

Outlook on Windows (connected to Office 365)
Outlook for Mac (connected to Office 365)
Outlook on the Web (Office 365)
Outlook 2013 SP1, 2016, 2019 on Windows
Outlook 2016, 2019 for Mac
Any of the above Outlook clients connected to Exchange 2019 on-premises

Required Procore Tools:

Documents
Observations (Optional)
Photos (Optional)
RFIs (Optional)
Tasks (Optional)

Curriculum

  • Outlook Integration
  • Course Feedback
  • Congratulations!

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