Office 365
Integration

About Office 365

Microsoft Office 365 is a Web-based version of Microsoft’s Office suite of enterprise-grade productivity applications. Office 365 is delivered to users through the cloud and includes Exchange Online for email, SharePoint Online for collaboration, and a suite of Office Web Apps, Web-based versions of the traditional Microsoft Office suite of applications.

Overview

Apptivo & Office 365 integration allows you to integrate various Microsoft apps to increase productivity by syncing data across apps.

Benefits

• Calendar Sync: Office 365 Calendar allows agents to sync scheduled Tasks and changes in Apptivo with their Office 365 Calendar account, in real-time.
• Email Syncing: Integrate Apptivo CRM with Outlook to track incoming and outgoing emails in the respective Apptivo app
• Document Sharing: Share and collaborate your documents in OneDrive with your colleagues

With Apptivo-Office 365 integration, you can:

• Share documents easily using OneDrive
• Email and calendar sync
• Create employees from Microsoft Azure portal

Requirements

• Account in Office 365 (work or school account)
• Apptivo for Outlook add-on
• Apptivo Plan: Lite or Premium or Ultimate

FAQ & User Guide

Link: How do I Sync my Events with Office 365 Calendar?

Link: How can I synchronize Office 365 Email with Apptivo?