Microsoft 365 integration as your solution

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Version: 10

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Intro

With Microsoft 365 as your solution, there are several ways to connect your email account, documents, and calendar to SuperOffice.

Email

To be able to archive incoming and outgoing emails in SuperOffice, you need to connect SuperOffice and your email client.

Choose one of the following options:

• SuperOffice Inbox (default) Watch this video to get started.

• SuperOffice for Outlook - if you already use Microsoft Outlook and want to access key information and features from SuperOffice directly in your email and archive emails in SuperOffice. Go to our App Store and follow the instructions in the How to install tab.

Document

The SharePoint document library lets you store all documents in SharePoint Online.

You can save a document in SuperOffice CRM and open it in either SuperOffice CRM or SharePoint. The document will also be stored on the correct customer card in SuperOffice CRM for other users to see. You can also share it via a SharePoint link with those who do not use SuperOffice CRM.

Note

This option requires a Microsoft 365 subscription and is available only if your administrator has set up the Microsoft Sharepoint document library. Alternatively, use SuperOffice document library with WebTools (or Google Workspace).

Calendar

Choose one of the following options:

• SuperOffice Inbox (default): Use this option to send and receive calendar invitations. This does not sync your calendar events.

• Synchronizer for SuperOffice: Select this option to keep all calendar appointments, follow-ups, and contacts synchronized between your SuperOffice account and your Microsoft Outlook or Google calendar.