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MS-365 Integration
The Microsoft 365 Integration for Joblogic allows users to link their Microsoft accounts, manage emails, sync job calendars, and overlay MS365 calendars into the Engineer Planner. Enhance collaboration, scheduling accuracy, and communication—without switching between platforms.
by Joblogic MarketplaceLink Joblogic with your Microsoft 365 accounts to streamline scheduling, centralise communication, and simplify job coordination with our MS365 Integration.
Users can link multiple Microsoft accounts, customise sender profiles, and send emails directly from Jobs, Quotes, Invoices, and more. With shared calendar overlays, automated email notifications, and powerful filtering options, users can manage all their communications and scheduling from one place.
The integration improves coordination between your office and field teams with real-time diary visibility, automated notifications, and calendar templates. Shared mailboxes and advanced email filtering make it easier to manage job communications without having to switch between platforms.
Key Benefits
- Link Microsoft accounts with your Joblogic profile: Connect one or more Microsoft accounts to enable calendar integration, shared mailbox use, and email communication from within Joblogic.
- Send emails with the right sender and signature: Choose from shared mailboxes and pre-set signatures to ensure clear, professional communication across jobs, quotes, and invoices.
- Improve scheduling accuracy with calendar overlays: Display MS365 calendar views inside the engineer planner to align job allocations with team availability.
- Automate notifications and reminders: Post job details, set reminders, and send calendar updates automatically to engineers and clients using template-based configurations.
- Filter and access email content in one place: Search, view, and manage Microsoft 365 emails and attachments directly within Joblogic, without switching systems.
01
Seamless Email Connectivity
Link your Microsoft 365 Outlook account directly to Joblogic.
Send emails from Joblogic using your own Outlook address for consistent branding and communication tracking.
02
Two-Way Calendar Sync
Sync Joblogic schedules with your Microsoft Outlook calendar.
View job bookings alongside personal and team events in one central place.
03
Contact Synchronisation
Keep customer and supplier contact details up to date between Joblogic and Microsoft 365.
Avoid duplicate records and ensure consistent data across platforms.
04
File Storage & Access via OneDrive/SharePoint
Save and retrieve job documents, photos, and reports directly from Microsoft OneDrive or SharePoint.
Centralise document management while keeping files accessible from anywhere.
05
Single Sign-On (SSO)
Use Microsoft 365 credentials to log into Joblogic for faster, more secure access.
Reduce password fatigue and improve security compliance.
06
Enhanced Collaboration
Share job details, documents, and schedules with your team through Microsoft Teams.
Integrate Teams chat directly into job communications for quicker responses.
07
Secure & Compliant
Built on Microsoft’s security infrastructure with encrypted data transfers.
Supports role-based permissions to control access to sensitive information.
Price available on Request
Click here to read our full guide!
Link Joblogic with your Microsoft 365 accounts to streamline scheduling, centralise communication, and simplify job coordination with our MS365 Integration.
Users can link multiple Microsoft accounts, customise sender profiles, and send emails directly from Jobs, Quotes, Invoices, and more. With shared calendar overlays, automated email notifications, and powerful filtering options, users can manage all their communications and scheduling from one place.
The integration improves coordination between your office and field teams with real-time diary visibility, automated notifications, and calendar templates. Shared mailboxes and advanced email filtering make it easier to manage job communications without having to switch between platforms.
Key Benefits
- Link Microsoft accounts with your Joblogic profile: Connect one or more Microsoft accounts to enable calendar integration, shared mailbox use, and email communication from within Joblogic.
- Send emails with the right sender and signature: Choose from shared mailboxes and pre-set signatures to ensure clear, professional communication across jobs, quotes, and invoices.
- Improve scheduling accuracy with calendar overlays: Display MS365 calendar views inside the engineer planner to align job allocations with team availability.
- Automate notifications and reminders: Post job details, set reminders, and send calendar updates automatically to engineers and clients using template-based configurations.
- Filter and access email content in one place: Search, view, and manage Microsoft 365 emails and attachments directly within Joblogic, without switching systems.
01
Seamless Email Connectivity
Link your Microsoft 365 Outlook account directly to Joblogic.
Send emails from Joblogic using your own Outlook address for consistent branding and communication tracking.
02
Two-Way Calendar Sync
Sync Joblogic schedules with your Microsoft Outlook calendar.
View job bookings alongside personal and team events in one central place.
03
Contact Synchronisation
Keep customer and supplier contact details up to date between Joblogic and Microsoft 365.
Avoid duplicate records and ensure consistent data across platforms.
04
File Storage & Access via OneDrive/SharePoint
Save and retrieve job documents, photos, and reports directly from Microsoft OneDrive or SharePoint.
Centralise document management while keeping files accessible from anywhere.
05
Single Sign-On (SSO)
Use Microsoft 365 credentials to log into Joblogic for faster, more secure access.
Reduce password fatigue and improve security compliance.
06
Enhanced Collaboration
Share job details, documents, and schedules with your team through Microsoft Teams.
Integrate Teams chat directly into job communications for quicker responses.
07
Secure & Compliant
Built on Microsoft’s security infrastructure with encrypted data transfers.
Supports role-based permissions to control access to sensitive information.
Price available on Request
Click here to read our full guide!