Enable Office 365 integration

Updated on 20 Oct 2021

If you are using Microsoft’s cloud solution, Office 365, and want to connect your documents to SuperOffice CRM to enjoy easier document management and single sign-on, you need to install the SuperOffice’s Office 365 integration app.

The Office 365 integration app integrates the document management function. It allows you to create, store and find your Office 365 documents directly in SuperOffice CRM.

The app also enables the single sign-on to SuperOffice CRM using your Office 365 login details, supporting two-factor authentication for added security.

The set-up steps

To start using the integration, you need to take 2 set-up steps:

Read about the Office 365 integration app

Check points before installing:

  • You may need administrative rights to SuperOffice CRM, depending on your organisation's security settings, in order to make systems connections.
  • For Office 365 connections, you will need to also check your rights in the Office 365 environment.
  • If you are using a Citrix connection, your IT team will need to make the connections for you.
  • Web Tools consists of two components: Mail Link and Web Extensions.