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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.
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:
Email, calendars, and job communication all sit within Joblogic, so your team spends less time moving between tools and more time getting work done.
Seeing Microsoft 365 calendars alongside the engineer planner means scheduling decisions are based on live availability, not guesswork.
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.
Consistent sender details, shared mailbox support, and branded signatures mean every customer email reflects well on your business, no matter who sends it.
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.
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.
Overlay Microsoft 365 calendars directly in the Joblogic engineer planner, so schedulers can see current commitments before assigning work.
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.
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.
Share job details, documents, and schedules with your team through Microsoft Teams.
Integrate Teams chat directly into job communications for quicker responses.
Built on Microsoft’s security infrastructure with encrypted data transfers.
Supports role-based permissions to control access to sensitive information.
Click here to read our full guide!
Integration tools
Contract manager
Service delivery team
Finance team
The Microsoft 365 Integration allows Joblogic to connect with your Microsoft account so you can sync emails, calendars, and files directly with your Joblogic records. It helps streamline communication, scheduling, and document management.
Email Sync – link Outlook emails to Joblogic customers, sites, or jobs
Calendar Sync – sync Joblogic job schedules with your Outlook calendar
File Access – open and store job-related files in OneDrive or SharePoint directly from Joblogic
Contact Sync – keep customer and supplier contact details consistent across both systems
Scheduled jobs in Joblogic appear in your Outlook calendar, and updates in Joblogic automatically refresh in Microsoft 365, keeping everyone in sync.
Yes. You can link an email thread from Outlook directly to the relevant job or customer in Joblogic for a complete communication history.
Yes. The integration uses Microsoft’s secure API and your existing Microsoft 365 authentication, ensuring data is encrypted and only accessible to authorised users.
Yes. An admin with permissions in both Joblogic and Microsoft 365 will need to complete the setup to enable the connection.