Installing Zoho CRM in MS Office 365

Installing Zoho CRM in MS Office 365

Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization.


Install Zoho CRM app for Office 365

Availability
Permission Required
Users with administrative profile in Office 365 can enable the Office 365 integration. 

 

To install the Zoho CRM app for Office 365

  1. Log in to your Office 365 account.
  2. From the Apps section, browse for Zoho CRM.



  3. Click Zoho CRM app, you will be redirected to an intermediate Zoho CRM accounts page.
  4. Accept the Terms and conditions and click Continue.
    A new account in the same email address as that of your Office 365 account will be created for you.
    If you already have a Zoho CRM account in the same email address you use for Office 365, you will directly be taken to your Zoho CRM account on clicking the app.
  5. You can now begin to use the Zoho CRM account.
Note
  • While only an Administrator in Office 365 can enable the Office 365 integration, it can be used by all the users of the organization that the Administrator has approved.
  • The Administrator who installs the Zoho CRM app for Office 365 becomes the Super Admin in Zoho CRM by default.
  • If you wish to associate an existing Zoho CRM account, which has been created with an email address different from the one used for Office 365, click Associate My Account in the Zoho CRM accounts page.

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