integration

CRM for Office 365

Increase productivity when you integrate Insightly with Office 365

Microsoft Office 365 provides access to a number of apps, including Excel, Outlook and OneDrive, that aid in productivity on all of your devices. The Insightly Office 365 Integration offers a dynamic approach to managing customer relations, making it easier to review contact and lead history. Check out the Insightly app to further maximize your Office 365 usage through cloud sharing and event auto-syncing.

With the Insightly add-in available right in Outlook, users have quick access to a number of features:

  • Link emails
  • View contact history
  • Create opportunities, tasks, and events

At Insightly itself, there’s even more options that ensure an efficient Office 365 experience:

  • Import all exported Outlook contacts
  • Attach OneDrive files to any of your records
  • Auto-sync events between Insightly and Exchange calendars
  • Azure Active Directory users can access Insightly with one click through Azure AD and Insightly SSO (Single Sign On)
  • Create CRM reports and dashboards in Power BI

Experience the CRM your team will actually use