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Microsoft Outlook + Morningstar AdviserLogic Integrations

How to connect Microsoft Outlook + Morningstar AdviserLogic

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Supported triggers and actions

What does this mean?

How Microsoft Outlook + Morningstar AdviserLogic Integrations Work

  1. Step 1: Authenticate Microsoft Outlook and Morningstar AdviserLogic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Outlook Tutorials

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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Email
  • Microsoft

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About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Learn more

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