The Planfix team is committed to offering convenient services to our customers, many of whom are entrepreneurs passionate about what they do. Given the importance of document management in their work, we have implemented integration with cloud office Microsoft 365 into Planfix.
Why Do You Need Office 365 Integration?
The CRM integration allows Planfix users to:
- View Word and Excel documents
- Edit Word and Excel documents
- Collaborate on documents
How to Work with Microsoft 365 Documents in Planfix
To get started, select the document or spreadsheet you want to work on in Microsoft 365. For this example, let’s say we choose a Word document:
Open the document in Microsoft 365.
There are two ways to work with documents:
- Without authorization
- With authorization
You can only view the document without authorization by opening it directly in Planfix. If you log in to Microsoft 365, you can edit shared documents.
Log in to Microsoft 365 using your work or school account, then enter your username and password. After successful authorization, you’ll be able to edit the document. Please note that the same authorization process applies to collaborative document editing. Both users must be authorized in Microsoft 365.
Save time when collaborating on documents in Planfix with Microsoft Office 365 integration. Join colleagues to work on documents together and create useful presentations, informative reports, or interesting articles.