Riva CRM Integration for Microsoft Surface

Looking for the best way to sync CRM data to Microsoft Surface? Riva syncs the world’s best CRM systems to all Microsoft Exchange, Office 365, IBM Notes, and Micro Focus GroupWise email clients and mobile devices. With Riva, there are no Outlook plug-ins or separate mobile apps to install or manage. Riva syncs CRM contacts, calendar events, tasks, email, opportunities, cases, custom fields, custom objects, and more to Exchange and allows you to interact with the information from your Surface tablet. Increase your sales and CRM productivity with Riva SmartConvert and Riva AssignTo. Choose between Riva Cloud and Riva On-Premise to meet your sync requirements. Riva supports Surface Pro 2, Surface 2, and Surface running Windows RT and Windows 8.x. The following screenshots show Riva’s support for Microsoft Surface RT.

NOTE:  Some of the features shown in the screenshots below may require customization or special configuration to set up (e.g., custom object and custom field integration). Integration options may also vary by CRM and Riva edition. Contact us to discuss your CRM sync requirements.


1.  CRM contact and lead integration for Microsoft Surface

2.  CRM calendar integration for Microsoft Surface

4.  Microsoft Surface email integration for CRM

5.  CRM opportunity integration for Microsoft Surface

6.  CRM case integration for Microsoft Surface

7.  CRM custom object integration for Microsoft Surface

8.  Riva SmartConvert: Create CRM opportunities from email

9.  Riva SmartConvert: Create CRM cases from email

10.  Riva AssignTo: Track emails against CRM opportunities, cases, and custom objects

11.  Administration: Add Exchange or Office 365 account to Surface Tablet

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