Configuring Pega for Outlook VSTO and Pega for Outlook Office
Pega Sales Automation provides two add-ins that you can use to integrate the application with Microsoft Outlook. The Pega for Outlook VSTO and Pega for Office Outlook add-ins support email integration between Microsoft Outlook and Pega Sales Automation and selective appointment integration between Microsoft Outlook and Pega Sales Automation.
Both add-ins provide real-time, context-specific insight into your Pega Sales Automation contacts, leads, opportunities, accounts, and organizations directly from Microsoft Outlook (for insurance also your policies and quotes).
You can configure either Pega for Outlook VSTO or Pega for Outlook Office, but to leverage latest add-in technology, it is recommended to use Office add-in. For more information, see Synchronizing Microsoft Exchange email with Pega Sales Automation email.