Enable Office 365 integration

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:

• Set up Microsoft Office 365 to integrate to SuperOffice CRM Online
• Configure the document templates for use, as documented in the article “Configure - Cloud Office document handling”.

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.

Related: 

• About Microsoft 365 Document Integration - Technical docs
• Office 365 integration - App store