Hi all,
Happy 22!!
Is there a way to embed a Glide App as a plugin/add-on to MS Word, Outlook, etc.?
I look through this topic but I’m not sure it’s what I need.
The idea is to allow an internal user to quickly link a document or email (as file) to a client/project managed on Glide?
This is a very useful feature that can greatly increase the usability of a CRM based on Glide.
Thanks
Do you mean you want to embed an MS Word/Outlook document to Glide? How do you envision the flow to look like? Does the user enter a URL to a column then you display that to other users?
It would be a great addition if Glide could modify the components and content to an add-on for Microsoft and Google but I think this would be a new product like Pages. Currently I’m pretty sure its not possible via the plug in or add-on modules.
Hi
Same flow you see with almost all “major lead” CRM/ERP/WMS, etc.
When the user is working on a specific document, one of the tabs (or sidebar) within Word (for example) would be “send to Glide” (or similar). When the user clicks on it, a dialog would assist in linking this document to a specific record (client, project, order, item, etc.). Once connected, an action will add a row that links back to that record and will, ideally, have a google drive link to that drive. As we’re talking corporate environment, we have full control over who can see what.
I was looking for some similar examples from other systems but couldn’t find something with a clear explanation for the flow. Here are some example that are close enough:
Microsoft Dynamics 365
Linkpoint
Clarity CRM
General review of some good solutions
Thanks
At the moment I don’t think it’s possible. If those products can send the document through a webhook then you can do something with Integromat to save the document to your Google Sheets.
Hola!
I think you need to work with Microsoft Graph to achieve what you want. I have tested some its features/functions and sometimes I get lost due to its power and wide options, it’s not for rookies according to my opinion (neither what you wish )
Microsoft Graph gives you a full REST APIs and client libraries to access data on several Microsoft services: Bookings, Calendar, Excel, Microsoft 365 compliance eDiscovery, Microsoft Search, OneDrive, OneNote, Outlook/Exchange, etc, etc.
More info here: Overview of Microsoft Graph - Microsoft Graph | Microsoft Docs
Saludos
Gracias amigo.
For better or for worse, we’re in the Google Ecosystem. Microsoft’s Ecosystem (365) indeed has great options, but so does Google’s
I’m aware this isn’t an idea which is simple to build, which is why I think it should be a native feature from Glide. This could be very useful in many other applications.
I’ll try to start a feature request. Very slow chances (~0) but nothing to lose.