How to Integrate Microsoft Office 365 with Symply CRM

Follow the steps below to integrate your Microsoft Office 365 account with Symply CRM:

A) Click on the Dropdown Arrow

On the top-right corner, click on the dropdown arrow next to your avatar or profile image.

B) Select "My Preferences"

From the dropdown, select "My Preferences".

C) Locate the Outlook Tab

Once you're in the dashboard, locate the Outlook tab on the right side and click on it.

D) Click "Next"

In the pop-up window, click "Next". Also, be sure to read the guide provided.

E) Read the Guide

Ensure to read the guide in the pop-up window. If you already have an Outlook account, select "Yes - connect my Outlook 365 account".

F) Log in to Your Outlook 365 Account

Follow the prompts to log in to your Outlook 365 account if required.

G) Grant Permissions

Once logged in, review the permissions and click "Allow" to grant access to Symply CRM.

H) Confirmation Message

After granting access, you should see a confirmation message indicating that your Outlook 365 account has been successfully connected to Symply CRM.

I) Start Using the Integration

You can now start utilizing the integration features between Outlook 365 and Symply CRM.

P.S. Here is a detailed guide on how to integrate Microsoft Office 365 with Simply CRM.