Enjoy full integration between your phone system and Microsoft Outlook and Exchange.

Integration with Microsoft Outlook and Exchange adds additional functionality to both Outlook, Exchange and your phone system. Phone system can be integrated just with Outlook or with the addition of Microsoft Exchange, more functionality is exposed.

Integrating Microsoft Outlook with your Phone System

Three primary features are exposed when integrating with your phone system:
  • Placing a call from Microsoft Outlook with 3CX Launching calls from Microsoft Outlook - Click-To-Call: To call a customer within Outlook, simply click on the customer contact. There's no need to input the customer's number into your phone, which saves you and your employees time.
  • Screen pop-up on incoming call - Call Pop-ups: In-bound calls will pop-up on your screen, letting you know which customer is calling. This saves your company time, as your customer's details are instantly brought up on the screen. If you do not have the customer's details stored within Outlook, you can create a new contact record. Call pop-ups in Microsoft Outlook with 3CX
  • Call Journals: All in-bound, out-bound and missed calls are stored in the customer's contact journal, allowing you to track the calls that were made to that customer.

If your organization also uses Microsoft Exchange, addition features can be made available. Only a premise based Exchange server is supported by 3CX as protocols are often disabled in a Hosted Exchange service.

Enabling Additional Features when Integrating Microsoft Exchange with your Phone System

  • Outlook Voice Access: Users now have control over their Inbox with Outlook Voice Access via a telephone keypad or voice inputs. This enables anywhere access to their mailbox when a user is away from a computer or Internet-connected device. Users can call into their mailbox to manage their calendar, contacts, and e-mail.
  • Voice Mail Preview: Facilitates the task of navigating through voice messages. With Exchange Server 2010 /2013 speech-to-text translation, the user can read the contents of the audio recording in the same fashion they would read an e-mail. Furthermore, if the resulting voice messages are opened using Microsoft Office Outlook 2010, the text of the voice mail preview will become "actionable". Recognized names, contacts, and phone numbers will all be identified with icons that the user can select to add contacts, call using Office Communicator, or send e-mail. To facilitate navigation of the audio, clicking in the text will cause the voice mail to jump to that word and continue playing.
  • Message Waiting Indicator (MWI): Now with Exchange Server 2010 / 2013, users are notified of the presence of new/unread voice mail by lighting the lamp and providing a count on their supported desk phone. Additionally, users can configure their text messaging notification account to receive the beginning content of the voice mail preview in the SMS. This was not available in Exchange Server 2007.
  • Auto Attendant: Exchange Unified Messaging's Auto Attendant enables users to navigate to the person they are trying to reach when calling an organization with either the telephone keypad or speech inputs to navigate the menu structure, place a call to a user, or locate a user and then place a call to that user. Exchange Server 2007 did not support Music on hold, which severely limited the use of the Exchange auto attendant, but this has been resolved in 2010 / 2013.
  • Language Support: More users can now listen to and interact with their e-mail and voice mail in their native language or dialect. Exchange Server 2010 / 2013 offers a broad range of language support with support for 16 languages including three varieties of English, plus Mandarin, Cantonese, European and North American versions of Spanish and French, and several other European languages.

Learn More

Call our Specialist. He can be reached at:

Picture of Dar ZuchDar ZuchBusiness IT Specialist - CalgaryHelia Technologies(403) 698-0700

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  • Michael Black

    Working with Helia has been a great experience! Dar Zuch is knowledgeable, easy to work with, and makes great business snapshots that can be shown where ever I want to reach my audience. Thanks Dar! See him today if you want to get your name and business visible in the marketplace.

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