Outlook and Office 365 Integration

System Requirements

  • Cytracom log in credentials
  • Cytracom desk phone
  • Office 365

 

Note:  Cookies will need to be added as an exception or fully allowed for the program to function as intended.

 

How to Install

The Outlook integration can be enabled from the integrations tab in the portal.

  • Log into secure.cytracom.net (by an administrator)
  • Click on the Integrations tab
  • Click on Learn More on the Office 365 widget

Screen_Shot_2019-05-13_at_12.22.35_PM.png

  • Toggle on to enable the integration

Outlook

  • Click on the Home ribbon in Outlook
  • Click on Get Add-ins
  • Search for Cytracom
  • Click the Add button
  • Authenticate with your secure.cytracom.net credentials (contact a system administrator if you are unable to log in or email support@cytracom.com for help)
  • Click on Continue when prompted

Office 365

  • Click on any email in Office 365
  • In the upper right corner of that email, click on the More Actions icon (...)
  • Scroll down to Get Add-ins
  • Search for Cytracom 
  • Click the Add button
  • Authenticate with your secure.cytracom.net credentials (contact a system administrator if you are unable to log in or email support@cytracom.com for help)
  • Click on Continue when prompted

 Alternate Installation

  • Click on any email in Office 365
  • In the upper right corner of that email, click on the More Actions icon (...)
  • Scroll down to Get Add-ins
  • Click on Add a custom add-in under the option for Custom add-ins
  • Click From URL
  • Enter the URL as http://cdn.cytracom.com/o365/manifest.xml
  • Click OK

How to Log In

There are two ways to log in:

  • Office number, extension, and your secure.cytracom.net password
  • Email and secure.cytracom.net password
  • You must be assigned to an extension in the Cytracom system.

Signon_new.png

 

Contacts

Click on the Contacts to see the status of other users.

  • Red - unavailable
  • Green - available

If the account has multiple locations, the contacts will be sorted by the E911 address for those extensions.

Click on any contact name to place a call. It will ring your desk phone first, and then place the call.

Contacts_new.png

Recent

Click on Recent to view call history.

  • Black text - received calls
  • Gray phone icon - outbound calls
  • Red text - Missed calls

Click on any call in the list to call them back.

Recents_new.png

Voicemail

Click on Voicemail to access messages. If Transcription is enabled on your account in the Cytracom portal, you will also be able to read the message. A system administrator can enable this feature.

Message options:

  • Call back
  • Delete
  • 10 second rewind
  • 30 second fast forward 
  • Pause
  • A red number to the right of Voicemail indicates new messages

Voicemail_new.png

Send Fax

In order to use this feature, your account has to have a cFax plan. Click on Fax to initiate sending a fax.

  • Key in the fax number
  • Click on Add File
  • Choose the file(s) from your device
  • Click on Send Fax

Fax_new.png

Click to Dial

Phone numbers within an email will populate in the Cytracom Contacts tab. Click on the desired number to call.

    • A pop up will appear and your desk phone will ring, notifying you that the call is ready to be placed.
    • Pick up the handset or press the speaker button.
    • This will initiate the call to the number you have selected in the email.

Note:  A phone number will populate in the box to the right to be dialed if it has indications of being a phone number, such as, dots and dashes.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request