Activating Microsoft Outlook email and OneDrive makes your daily work easier and faster, as you can manage emails and files directly from the program while working with other account and project data.
Permissions: all users
PSA plans: Growth, Business, Enterprise, Enterprise+
Allowing the integration
- Go to My Profile > Personal profile> Integrations.
- Activate Office 365 Mail and/or Microsoft OneDrive.
These features will appear in the left sidebar under More section. Please see next steps below.
Activating email feature
- Go to More > Email.
- Click Office and select the account for which the integration is to be made.
- Accept the terms.
- Log in to your account.
Activating OneDrive feature
- Go to More > OneDrive.
- Click OneDrive.
- Select the OneDrive account for which you want to activate the integration.
Using the integration
The features will appear under More-module in the left navigation bar.
OneDrive section shows your folders and files in OneDrive. You can add folders, upload files etc.
Email section lets you view and send emails via PSA.