Weflow

Deploy the Weflow Outlook add-in centrally from the Microsoft 365 admin center, choose who gets it, and use Fixed deployment so no user ends up without it.

How to Deploy the Outlook Add-In for Your Users

Outlook Add-In

The Microsoft Graph permissions the Weflow Entra ID application requests for mail and calendar access, and which admin roles can install it.

Entra ID App Permissions for Microsoft 365

If the Log to Salesforce button or the notes panel does not respond, other extensions or add-ins are often the cause. Steps to isolate and fix the conflict.

Troubleshooting the Weflow Chrome Extension & Outlook Add-In

Log emails and meetings from Outlook to Salesforce with suggested records, and enable open tracking. Supported Outlook versions and where to install it.

Introduction to the Outlook Add-In

The Outlook add-in and Microsoft 365 permissions.

Outlook & Microsoft 365

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