Live Chat
.png)
Discover new insights
Learn
Microsoft 365 Integration
Bring email, calendars, and job communication together so your team can schedule accurately and stay coordinated without leaving Joblogic.
by Joblogic MarketplaceThe Microsoft 365 integration connects Outlook and shared calendars directly with Joblogic, so your team can manage email, scheduling, and job communication in one place. If your business already relies on Microsoft 365 day to day, it stops work from being split across two separate systems.
Service coordinators, operations managers, and admin teams can send emails from jobs, quotes, and invoices without switching to Outlook. They can also view engineer calendars in the Joblogic planner and search email history from the same place.
Shared mailbox support, flexible sender profiles, and automated notifications help keep communication clear and consistent.
The result is better coordination, more accurate scheduling, and a clearer record of customer communication, all within Joblogic.
Who it’s for
The Microsoft 365 integration is designed for service businesses already using Microsoft 365 for email and calendar management, and wanting those tools connected directly to their operational workflows.
It helps teams who:
- Switch between Outlook and Joblogic to manage customer communication and job updates
- Struggle to see engineer calendar availability when scheduling work
- Need to send professional emails from shared mailboxes or with consistent branding
- Want job-related emails stored alongside the relevant job record, not separately in Outlook
- Need to track and search communication history linked to specific jobs or customers
Business benefits
Stop switching between systems
Email, calendars, and job communication all sit within Joblogic, so your team spends less time moving between tools and more time getting work done.
Schedule work with full visibility
Seeing Microsoft 365 calendars alongside the engineer planner means scheduling decisions are based on live availability, not guesswork.
Keep communication organised and on record
Emails linked to jobs, quotes, and invoices keep the full conversation history in the right place, so it is easy to find and never disconnected from the work it relates to.
Communicate professionally at every touchpoint
Consistent sender details, shared mailbox support, and branded signatures mean every customer email reflects well on your business, no matter who sends it.
01
Send emails directly from jobs, quotes, and invoices
Link one or more Microsoft 365 accounts to your Joblogic profile and send emails from operational records without switching to Outlook. Every message stays linked to the right job, quote, or invoice automatically.
02
Use the right sender every time
Choose from linked personal accounts, shared mailboxes, and pre-set email signatures when sending from Joblogic. Every email goes out from the right address and stays professional.
03
See engineer availability while scheduling
Overlay Microsoft 365 calendars directly in the Joblogic engineer planner, so schedulers can see current commitments before assigning work.
04
Keep your team informed with automated updates
Send job details, reminders, and schedule changes automatically using configurable templates and notification rules. Engineers and stakeholders stay informed without schedulers having to send updates manually.
05
Find the right communication without leaving Joblogic
Search Microsoft 365 emails by keyword across subjects, content, and attachments. Download attachments or save emails directly to job records, so the full communication history stays in one place.
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!
Version
1.0.0
Categories
Integration tools
Recommended for
Contract manager
Service delivery team
Finance team
You May Also Like
The Microsoft 365 integration connects Outlook and shared calendars directly with Joblogic, so your team can manage email, scheduling, and job communication in one place. If your business already relies on Microsoft 365 day to day, it stops work from being split across two separate systems.
Service coordinators, operations managers, and admin teams can send emails from jobs, quotes, and invoices without switching to Outlook. They can also view engineer calendars in the Joblogic planner and search email history from the same place.
Shared mailbox support, flexible sender profiles, and automated notifications help keep communication clear and consistent.
The result is better coordination, more accurate scheduling, and a clearer record of customer communication, all within Joblogic.
Who it’s for
The Microsoft 365 integration is designed for service businesses already using Microsoft 365 for email and calendar management, and wanting those tools connected directly to their operational workflows.
It helps teams who:
- Switch between Outlook and Joblogic to manage customer communication and job updates
- Struggle to see engineer calendar availability when scheduling work
- Need to send professional emails from shared mailboxes or with consistent branding
- Want job-related emails stored alongside the relevant job record, not separately in Outlook
- Need to track and search communication history linked to specific jobs or customers
Business benefits
Stop switching between systems
Email, calendars, and job communication all sit within Joblogic, so your team spends less time moving between tools and more time getting work done.
Schedule work with full visibility
Seeing Microsoft 365 calendars alongside the engineer planner means scheduling decisions are based on live availability, not guesswork.
Keep communication organised and on record
Emails linked to jobs, quotes, and invoices keep the full conversation history in the right place, so it is easy to find and never disconnected from the work it relates to.
Communicate professionally at every touchpoint
Consistent sender details, shared mailbox support, and branded signatures mean every customer email reflects well on your business, no matter who sends it.
01
Send emails directly from jobs, quotes, and invoices
Link one or more Microsoft 365 accounts to your Joblogic profile and send emails from operational records without switching to Outlook. Every message stays linked to the right job, quote, or invoice automatically.
02
Use the right sender every time
Choose from linked personal accounts, shared mailboxes, and pre-set email signatures when sending from Joblogic. Every email goes out from the right address and stays professional.
03
See engineer availability while scheduling
Overlay Microsoft 365 calendars directly in the Joblogic engineer planner, so schedulers can see current commitments before assigning work.
04
Keep your team informed with automated updates
Send job details, reminders, and schedule changes automatically using configurable templates and notification rules. Engineers and stakeholders stay informed without schedulers having to send updates manually.
05
Find the right communication without leaving Joblogic
Search Microsoft 365 emails by keyword across subjects, content, and attachments. Download attachments or save emails directly to job records, so the full communication history stays in one place.
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!
Version
1.0.0
Categories
Integration tools
Recommended for
Contract manager
Service delivery team
Finance team
You May Also Like
What is the Microsoft 365 Integration in Joblogic?
Who should use this integration?
What can I do with the integration?
How does the calendar sync work?
Can I attach emails to specific jobs?
Is the integration secure?
Do I need an IT admin to set this up?