One of our great features is the link between Mercury and the Microsoft Dynamics applications, which includes Outlook 365.

How to manage draft emails

Mercury activites that sync to your outlook Outlook.

Mercury is available in Outlook via the 365 Dynamics App. The app gives you instant access to a contact's full record in Mercury

How to log phone calls in Mercury

How to add an Update Activity to a record.

Instructions on how to send an Appointment invitation.

How to create a Task from a Mercury Contact record Timeline.

How to send an email from a Contact Record

Mercury Storage Solutions - Detailed steps for Archived Activities

How to manage your Activities

How to add activities using quick create.

How to view someone else's activities.

How to share an activity with a colleague.

Pin Activities to the top of Timelines for different record types across Mercury

An information article about the Mercury Archiving Solution.

Add bookmarks to the timeline of a record.