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How to Integrate Your Microsoft Office 365 Email Account

Integrating your Microsoft Office 365 (Office 365) account with Cerely allows for seamless email communication with contacts already stored in your CRM. This article outlines the steps to securely connect your Microsoft Office 365 account to your Cerely profile for easier and more efficient correspondence directly from the platform. 

To integrate your Microsoft Office 365 email account with your Cerely profile, follow these steps below:

1. From the main menu, click your Profile Icon in the top right-hand corner



2. Click on Setup from the dropdown menu 



3. From the Setup screen under Personal Settings, click on Email Settings 



4. Choose Microsoft Office 365 Integration. You will be redirected to the Office365 login screen


5. Enter your Microsoft Office 365 email address that you would like to integrate 



6. Enter the password for your Microsoft Office 365 email account—not your Cerely login credentials.


7. Select Allow to give Cerely access to your Microsoft Office 365 Account  

8. Your email account is now integrated, and email communications with CRM contacts will synchronise automatically 

Note: Emails will only sync automatically if the contact exists within your CRM