Workbooks Outlook Connector (WOC) for Outlook integration is being phased out and being replaced with a superior solution, the Workbooks Exchange Server Sync (WESS).
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There are several benefits to moving from Workbooks Outlook Connector (WOC) to Workbooks Exchange Server Sync (WESS) for integrating Outlook with Workbooks CRM:
Improved Reliability:
- Direct server connection: WESS connects directly to your Exchange server, bypassing Outlook as a middleman. This eliminates dependencies on the Outlook application being open and logged in, resulting in more consistent and reliable synchronization.
- Reduced reliance on third-party software: WOC relies on the Outlook Connector plug-in, which can sometimes introduce additional points of failure and require compatibility updates. WESS avoids this dependency, simplifying your IT infrastructure.
Enhanced Functionality:
- Wider synchronization scope: WESS can synchronize more data fields beyond emails and calendars, including tasks, contacts, and notes. This provides a more holistic view of your interactions within Workbooks CRM.
- Push synchronization: WESS offers two-way, push synchronization, meaning changes made in either Workbooks CRM or Outlook are instantly reflected in the other platform. This improves data accuracy and eliminates manual syncing efforts.
- Offline access: With WESS, some data can be accessed and even edited offline within Outlook, offering greater flexibility and productivity when disconnected from the server.
Additional Benefits:
- Increased scalability: WESS supports larger user bases and data volumes more efficiently than WOC, making it suitable for growing organizations.
- Improved security: WESS utilizes secure communication protocols and avoids potential security risks associated with data passing through Outlook.
- Simplified administration: Managing user access and configurations is easier with WESS due to its direct server connection, streamlining IT administration tasks.
However, it's also important to consider that migrating to WESS might require some initial setup and configuration changes. Additionally, compatibility with older versions of Exchange might be limited.
Overall, WESS offers significant advantages in terms of reliability, functionality, scalability, and security for integrating Outlook with Workbooks CRM. If you're facing limitations or challenges with WOC, making the switch to WESS is likely a worthwhile investment for your organization.
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