# How to interact with Microdot Word, Outlook, etc?

**URL:** <https://community.glideapps.com/t/how-to-interact-with-microdot-word-outlook-etc/36591>\
**Category:** Ask for Help\
**Created:** [January 2, 2022, 2:05pm UTC](https://community.glideapps.com/t/how-to-interact-with-microdot-word-outlook-etc/36591 "2022-01-02T14:05:49Z")\
**Posts on this page:** 1\
**Showing post:** 4

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**Author:** ![Test\_Test](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/test_test/32/30930_2.png) [@Test\_Test](https://community.glideapps.com/u/Test_Test)\
**Post date:** [January 3, 2022, 9:46am UTC](https://community.glideapps.com/t/how-to-interact-with-microdot-word-outlook-etc/36591/4 "2022-01-03T09:46:20Z")

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> [@ThinhDinh](#):
>
> How do you envision the flow to look like?

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**

> **[Track Outlook email by choosing a button in Dynamics 365 for Outlook](https://learn.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/track-outlook-email-by-choosing-button)**
>
> Learn how to track emails using a manual process in Microsoft Dynamics 365 for Outlook to keep personal emails separate from customer emails.

![image](https://us1.discourse-cdn.com/flex002/uploads/glideapps/original/3X/4/0/404cf615aa7c3f8dbc94a5d1ec7958b470082fca.png)

**Linkpoint**

> **[LinkPoint Connect: Enhanced Side Panel | LinkPoint360](https://www.linkpoint360.com/products/linkpoint-connect-salesforce/linkpoint-connect-enhanced-side-panel/)**
>
> Learn more about the Enhanced Side Panel for LinkPoint Connect, including streamlined email recording, optimized Salesforce integration, and much more.

**Clarity CRM**

> **[CRM For Outlook, CRM That Integrates With Outlook](https://claritysoft.com/crm-features/outlook-crm/)**
>
> Clarity CRM integrates with Outlook to keep everything in sync & all in one place. Learn the benefits of using a CRM that integrates with Outlook.

 ![image](https://us1.discourse-cdn.com/flex002/uploads/glideapps/original/3X/8/9/893ce9e190b1d0fe48ce0bf3b32521f409f37ce6.jpeg)

**General review of some good solutions**

> **[Best CRM for outlook Integration in 2022 and beyond - Cynoteck](https://cynoteck.com/blog-post/best-crm-for-outlook-integration/)**
>
> Integrating your CRM with Outlook brings a lot of benefits and possibilities for business. here are Best CRM for outlook Integration 2022.

Thanks

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