Install the “Perfony for Outlook” add-in to sync your meetings and turn your emails into actions

Introduction to the “Perfony for Outlook” Add-in

“Perfony for Outlook” is an add-in that can be installed from the Office Store, allowing you to perform certain tasks in Perfony without having to leave your Outlook application.

This add-in is available to Outlook and Office 365 users.

It can be installed in two ways:

• by your Office 365 administrator, who will make it available in all Outlook accounts within the organization.
• By each user with sufficient permissions on their Office 365 account

Installing the Add-on

• For a system-wide implementation by the administrator, please contact our technical support team for assistance (support@perfony.com).
• For personal setup, follow the instructions below.
  1. Open Outlook
  2. Click the orange Office Store icon.
  3. Search for “Perfony for Outlook” in the list of available add-ins. To do this, use the small search bar in the upper-right corner of the window, then click “Install.”
  4. A “Perfony” icon should appear in the icon bar in Outlook. Click it to link your Outlook email account to your Perfony account using your login credentials.

To learn more about the features of the “Perfony for Outlook” add-in, please visit the section that introduces its features.