Autotask MS Outlook Extension 3.3

Autotask MS Outlook Extension

The Autotask MS Outlook Extension connects Microsoft Outlook with Autotask PSA so you can capture and manage work without leaving your inbox. It lets you convert emails into tickets or notes, link messages to existing records, and record time and details directly from Outlook—reducing context switching and improving documentation.

Key capabilities:

• Turn emails into Autotask tickets or notes in one click, preserving threads and attachments
• Link messages to existing tickets, accounts, or opportunities
• Add time entries, work types, and internal or public notes from within Outlook
• Create or update contacts and accounts based on email sender information
• View ticket status, priority, SLA, and customer details in a side panel
• Attach email files to tickets or CRM records
• Schedule appointments and tasks; optional calendar integration may be available depending on your setup
• Search and open Autotask records from Outlook

Benefits:

• Faster ticket creation and response from the inbox
• Better, more consistent documentation
• Less manual copying and fewer missed attachments
• Improved time capture and billing accuracy

Who it’s for:

• MSPs, IT service providers, and internal IT teams that use Autotask PSA and work primarily from Outlook

Requirements and notes:

• Requires an active Autotask PSA account and appropriate permissions
• Compatible with supported versions of Microsoft Outlook; availability may vary by Outlook edition (desktop, Microsoft 365) and organizational deployment policies
• Authentication and data access follow your Autotask security and role settings

Tip: Check with your Autotask administrator for version compatibility, deployment method, and which features (such as calendar integration) are enabled in your environment.

Autotask MS Outlook Extension is developed by Autotask Corporation and is used by 6 users of Software Informer. The most popular versions of this product among our users are: 3.1 and 3.3.

You can check Macromedia Extension Manager, File Extension Changer, File Extension Manager and other related programs like Kerio Outlook Connector (Offline Edition) at the "download" section.