Your Outlook history, and everything after it
Connect Outlook once — twelve months of email history becomes contacts and companies, new mail arrives on its own, and you choose what teammates see.
A year of Outlook history, imported the moment you connect
Most tools hand you an empty workspace and a CSV importer. Dopia reads the last twelve months of your Microsoft 365 mailbox instead — messages, threads and attachments — so the people and companies you've actually been emailing are already records by the time you sit down, each one opening onto the correspondence it came from.
- →Twelve months of Outlook mail, pulled in the moment the connection is authorized
- →Contacts and companies built from who you really emailed — no list to upload, no columns to map
- →Historical messages attach themselves to the records and deals they belong to
- →Newsletters, receipts and other automated mail are filtered out by their headers before anything is written
- →A progress card tracks the import while it runs, so you can keep working instead of watching a spinner
Every message after that arrives on its own
The import happens once. Staying current is the harder half, and it's where most CRMs quietly fall behind. Microsoft tells Dopia the moment mail touches your Outlook, so a reply that landed two minutes ago is already on the record — with sent mail flowing in the same way, so each thread shows both halves of the conversation instead of just the inbound one.
- →New mail reaches Dopia in seconds — no nightly sync, no refresh button
- →Sent and received both land, so the record carries the whole exchange
- →Replies join the thread and the deal they already belong to
- →Attachments follow the message they arrived on
- →The Outlook connection renews itself before Microsoft expires it, and rebuilds from the last cursor if it's ever dropped
You decide what your teammates see
Connecting a personal mailbox to a shared workspace usually means handing over the whole inbox. Dopia asks first: right after Outlook connects, you pick how much of your email the rest of the workspace gets, starting from private — and that choice is enforced in the permission layer, not hidden behind the interface.
- →Don't share — teammates see nothing; on a shared record each person sees only their own email. This is the default
- →Metadata only — participants and timestamps, nothing more
- →Subject and metadata — the subject line is visible, the body stays yours
- →Full access — body and attachments shared with the workspace
- →Chosen during onboarding, changeable any time under Settings → Connections, with a live preview of exactly what a teammate would see
- →The tier rewrites the underlying access grants, so a hidden email stays hidden in search, on records and in previews alike