If your firm hasn’t enabled the feature, the page explains the disabled state of the feature and presents a call-to-action for the administrator to contact their Client Success Manager. The Microsoft 365 Sync page appears in the Settings app for all firms regardless of whether they’ve enabled the feature. Microsoft 365 Sync is enabled for your email server rather than on devices themselves, meaning you only have to set it up once for everyone to be included, instead of installing it for each employee individually. This ensures your email history in Practifi is comprehensive and accurate and reduces the workload for your team.

However, Microsoft 365 Sync improves on it in two crucial ways:Įmails are captured automatically, rather than relying on the user to opt-in to sending them. The Microsoft Outlook integration remains an excellent option for firms looking for a low-cost option. Contact your Client Success Manager to discuss pricing in more detail and sign up for the service. Please note that the number of users granted access must be the same as the number of licenses in your Practifi contract. Microsoft 365 Sync is a paid add-on feature. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.* **Note: This content is intended for system administrators and is technical in nature. For more information about the Microsoft 365 email sync, please consult our Using Microsoft 365 Email Sync article. This article outlines the steps to enable Microsoft 365 email sync in your organization. The Microsoft 365 Email Sync is built on Microsoft’s Azure cloud services, and either be hosted in a firm’s own Azure organization or as a tenant in Practifi’s. Another major advantage is that the integration is enabled on the firm’s Outlook 365 email server rather than on a user’s own email client, meaning no additional installation or administration is needed on users’ various devices. Unlike the standard Salesforce/Outlook integration, emails are logged automatically without the need for users to opt-in, manually log emails or manually match emails to contacts within Practifi. The Microsoft 365 Email Sync is a proprietary integration that syncs emails and attachments between a firm’s Outlook 365 instance and Practifi.

How to sync office 365 with email