Case Study: CRM And Office 365 Email Integration

CRM And Office 365 Email Integration

Customer is a leading USA-based independent software vendor, specializing on productivity tools integrating Enterprise Applications (e.g. CRM, ERP, EDM) with Personal User Environments (e.g. Windows, Outlook, Lotus, Mobile, etc.).  The Company boasts impressive clientele, including SAP, Oracle, Deltek, NetSuite, magnet, Amdocs and EMC Documentation, who had already benefited from high-quality solutions tailored to the professional needs of corporate employees.


Project Rescue

The company was engaged in a large-scale project of a multinational technology corporation – the development of a SaaS-based integration application between CRM and MS Outlook accelerating the sales managers’ everyday work. Providing for seamless data integration between the enterprise CRM and mail application, the solution would become an indispensable assistant for salesforce, combining the best features of the two different systems into a whole.

In the course of the project, the Customer realized the internal resources were not sufficient to meet the deadlines of the project, so they decided to outsource partially the product development to an offshore vendor, scaling up the team and efforts rapidly.

Prompt development team formation, efficient .NET, Angular JS and Azure technology skills, comprehensible knowledge transfer capability, seamless communication and uninterrupted collaboration process were essential criteria for choosing a vendor. Thanks to our proved expertise in custom software development, extensive portfolio of systems integration projects, established processes and quick response, the Customer selected Itransition.



Together with the Customer, Itransition developed a frontend part of the solution based on the CRM portal and mail application integration. The solution provides for seamless data synchronization between the systems and allows end-users to get immediate access to their CRM accounts, leads, opportunities, products and other custom objects directly from the mail application.

To make the solution easily adaptable and self-explanatory, our team leveraged the custom MS OutLook interface as a ground for the application. Hence, end users can work with their customer and corporate information, without leaving their favorite applications – MS Outlook and Windows.

Guided by the goal of integrating the application into the sales specialists’ everyday workflows, our team implemented the following features:

CRUD is an acronym for the four basic functions of persistent storage: create, read, update, and delete.

  • Contact, account, opportunities entities management – listing and related CRUD operations through details forms with inline fields editing. Flexible sharing options and deduplication system help effectively resolve collisions;
  • The full cycle lead management tracking;
  • Related Activities management, operations are built-in in details forms of main objects;
  • Landing page with data summary, search and query builder experience.

Designed to be used by millions of corporate users, the application is scalable and load-resistant. Our team implemented automated deployment system that creates a new server and a database automatically, each time the overhead limit is exceeded.



Marshaling its finest resources, Itransition provided substantial help to the Customer in engineering of an advanced salesforce application. Despite tough timeframes and documentation insufficiency, we managed to accomplish all tasks set by the Customer, meeting the deadlines and budget limitations. The Customer was pleased with the flow and results of collaboration and engaged Itransition in a similar project.

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