{"id":2320,"date":"2023-09-28T00:35:54","date_gmt":"2023-09-28T07:35:54","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=2320"},"modified":"2024-04-03T14:29:20","modified_gmt":"2024-04-03T12:29:20","slug":"integration-with-microsoft-365","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/tips\/integration-with-microsoft-365\/","title":{"rendered":"Integration with Microsoft 365"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/mY\/gBxMc5.jpg\" alt=\"Planfix Integration With Microsoft 365\" title=\"Integration With Microsoft 365 in Planfix\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The Planfix team&nbsp;is&nbsp;committed to&nbsp;offering&nbsp;convenient&nbsp;services to our customers, many of whom&nbsp;are entrepreneurs&nbsp;passionate about what they&nbsp;do. Given&nbsp;the&nbsp;importance of document management in their work, we&nbsp;have implemented <a href=\"https:\/\/planfix.com\/integrations\/cloud-office\/\" target=\"_blank\" rel=\"noopener\" title=\"integration with cloud office\">integration with cloud office<\/a> Microsoft 365&nbsp;into&nbsp;Planfix.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why Do You Need Office 365 Integration?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The&nbsp;CRM integration&nbsp;allows Planfix users to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>View Word and Excel documents.<\/li>\n\n\n\n<li>Edit Word and Excel documents.<\/li>\n\n\n\n<li>Collaborate on documents.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What are the advantages <strong><strong>of Microsoft 365 Integration<\/strong><\/strong>?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The integration of Microsoft 365 with Planfix enhances your capabilities\u2014streamline your document management, edit files, and collaborate with your team instantly!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Work in a single window<\/strong>. Avoid the hassle of toggling between services, boosting productivity for you and your team.<\/li>\n\n\n\n<li><strong>Familiar interface<\/strong>. Work directly in a familiar interface and save time on employee training.<\/li>\n\n\n\n<li><strong>Team collaboration<\/strong>. Collaborate on documents with your team in real-time.<\/li>\n\n\n\n<li><strong>Log in and work<\/strong>. Just log in and start\u2014there\u2019s nothing else you need to do. \ud83d\ude42<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Work with Microsoft 365 Documents in Planfix<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To get started, select the&nbsp;document or spreadsheet you want to work&nbsp;on&nbsp;in Microsoft 365.&nbsp;For this example, let&#8217;s&nbsp;say we choose a Word document:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/s.pfx.so\/pf\/M2\/R8ixNF.png\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/M2\/R8ixNF.png\" alt=\"How to Open a Document in Microsoft 365\" title=\"How to Open a Document in Microsoft 365 | Planfix\"\/><\/a><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Open the document in Microsoft 365.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are two ways to work with documents:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Without authorization<\/li>\n\n\n\n<li>With authorization<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can only view the document without authorization by opening it directly in Planfix.&nbsp;If you log in to Microsoft 365, you can edit&nbsp;shared&nbsp;documents.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Log in to Microsoft 365&nbsp;using&nbsp;your work or school account, then&nbsp;enter your username and password. After successful authorization,&nbsp;you&#8217;ll be able to edit&nbsp;the document.&nbsp;Please note that the same authorization process&nbsp;applies&nbsp;to collaborative document editing. Both users must be authorized in Microsoft 365.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Save time when collaborating on documents in Planfix with&nbsp;Microsoft Office 365 integration.&nbsp;Join colleagues to <a href=\"https:\/\/planfix.com\/features\/documents\/\" target=\"_blank\" rel=\"noopener\" title=\"work on documents\">work on documents<\/a> together and create useful presentations, informative reports, or interesting articles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Learn about other <a href=\"https:\/\/planfix.com\/integrations\/\" target=\"_blank\" rel=\"noopener\" title=\"Planfix integrations\">Planfix integrations<\/a> that allow your teams to work more productively.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Planfix team&nbsp;is&nbsp;committed to&nbsp;offering&nbsp;convenient&nbsp;services to our customers, many of whom&nbsp;are entrepreneurs&nbsp;passionate about what they&nbsp;do. Given&nbsp;the&nbsp;importance of document management in their work, we&nbsp;have implemented integration with&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[10],"tags":[40,330,238,332,442],"class_list":["post-2320","post","type-post","status-publish","format-standard","hentry","category-tips","tag-crm","tag-documents","tag-integrations","tag-microsoft","tag-migration"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Microsoft Office 365 integration in Planfix makes it easier to work with documents. 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