Sharing Data with Microsoft Office

You can coordinate or share certain types of hub and activity data with the other software applications that you use, including Microsoft Office.

Microsoft Office Integration

You can integrate DPS information with Microsoft Office. This includes sharing client, contact, lead, and activity information; inserting DPS opportunity record information or text library text into PowerPoint presentations; and searching text library records for data to include in Word documents. You can also automatically generate DPS clients, contacts, and activities, and search the database directly from your desktop.