The right SharePoint folder, from the record
Staff open the folder that belongs to a client or project straight from its record.
Microsoft 365 integration
Microsoft’s work suite of Outlook, Word, Excel, Teams, OneDrive and SharePoint for your company. Connect Microsoft 365 to OLODESK and use it in the apps and automations your business runs on.
- Category
- Productivity
- How you connect
- Sign in with your Microsoft account
Popular ways to use Microsoft 365
Start with one of these, or describe your own.
Documents listed beside the client
A client’s page lists the files in their SharePoint or OneDrive folder, as they are right now.
Outlook mail and calendars
Confirmations go out from your Outlook mailbox, and bookings land on the right Outlook calendar.
Customer story: A training company takes the paperwork out of every course
How to connect Microsoft 365
Open Integrations
In your OLODESK portal, open Integrations and choose Microsoft 365.
Connect your account
Sign in with your Microsoft account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Microsoft 365 data in ChatGPT. AI on OLODESK
More productivity apps
NotionProductivityWorkspace for notes, wikis, docs and lightweight databases that a whole team can edit.
Google TasksProductivityTo-do lists from Google that sit beside Gmail and Google Calendar and sync across devices.
Google ContactsProductivityAddress book from Google that keeps names, emails and phone numbers synced across devices.
TodoistProductivityTo-do list and task manager with projects, due dates, reminders and shared lists.
Microsoft To DoProductivityMicrosoft’s to-do list app for daily tasks, reminders and shared lists, linked to Outlook.
Any.doProductivityTo-do list, planner and calendar app for personal and team tasks.
Microsoft 365 integration FAQ
Do I need my own Microsoft account?
Yes. You connect the Microsoft account your business already uses.
Which plans include the Microsoft 365 integration?
Every plan, including the Free trial.
Can I connect more than one Microsoft account?
Yes. Connect as many as you need and choose which one each system uses.
Put Microsoft 365 to work
Start your Free trial and connect Microsoft 365 from your portal.