eWay-CRM 9.3 Brings a Word Template Editor and Microsoft 365 Calendar Integration
When your CRM software works hand in hand with Microsoft 365, everything just flows.
The new eWay-CRM 9.3 takes Outlook, Word, and your Outlook calendar integration to a whole new level.
This latest release introduces a brand-new template editor for Microsoft Word — so you can easily create and customize pre-filled documents, letters, or invoices — and a seamless Microsoft 365 Calendar integration, which keeps all your meetings automatically synced and linked to your contacts.
And that’s just the beginning.
Here’s what’s new in version 9.3 and how these updates help you work faster, collaborate smarter, and serve your clients better.
Microsoft Word Template Editor
Need to edit your Word templates? Now you can — no coding or developer help required.
The new Word Template Editor in eWay-CRM Online lets you update export templates on your own. Just open the Template Manager in eWay-CRM, make your edits, and upload the updated version back to the system.
Everyone across your company — including desktop users — will immediately work with the latest version of your document.
It’s that simple.
Watch our quick tutorial video to see how it works.
Integration with Microsoft 365 Calendar
You can now sync your Outlook calendar with eWay-CRM Online!
All your meetings will automatically link to related contacts and companies, showing up in one unified view in Outlook.
You can schedule events right from eWay-CRM Online — no switching apps, no duplicate entries. Everything stays in perfect sync.
Sending Emails from eWay-CRM Online
Need to email a client fast without leaving your CRM? Just click, type, and send — all directly from eWay-CRM Online.
Your entire conversation history is automatically saved to the system, so you’ll never lose important context again.
(Pro tip: make sure you have automatic email saving turned on.)
Saving Documents as Hyperlinks
If your team shares files through SharePoint or Dropbox, here’s some good news:
You can now store documents in eWay-CRM as hyperlinks instead of uploading the full files.
This makes file sharing faster, smoother, and easier to manage.
Quick Actions in the Preview Panel
The preview panels in both eWay-CRM Online and Microsoft 365 now include quick-action buttons for calling, emailing, or scheduling meetings.
All with just one click!
Hot Contacts
Activate the preview panel in eWay-CRM Online and instantly see the contacts you communicate with most often.
You’ll immediately notice if you owe someone a reply (or they owe you one).
Bulk Edit Everything
We’ve removed the 100-item limit for bulk updates.
Now, you can edit all selected records at once — whether it’s your entire contact list, deals, or opportunities.
Integration with Microsoft Bookings and Calendly
If you use Microsoft Bookings or Calendly for online meeting scheduling, eWay-CRM has you covered.
With this new integration, events are automatically linked to contacts and deals based on the email address in the meeting notes — keeping everything neatly organized.
Version 9.3 is another step forward in making eWay-CRM smarter, faster, and more deeply connected with Microsoft 365.
