CRM Help

Zoho CRM for Office 365

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

Install Zoho CRM app for Office 365

Availability

Permission Required: Office 365 Admin

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. On clicking the Zoho CRM app, you will be taken 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 exisiting 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.

Invite users from Office 365

Availability

Permission Required: Manage Users.
Available in: Zoho CRM paid editions

Once you have enabled Zoho CRM for Office 365, you can invite users from your Office 365 account as users in Zoho CRM. Inviting users consists of the following cases.

  • Case #1 : Administrator sending a user invitation to a fellow Office 365 user
  • Case #2 An Office 365 user requesting to join Zoho CRM

Case #1

In this case, an administrator sends an invitation to an Office 365 user and the user in turn accepts the invitation.

To invite users from your Office 365 account

  1. In your Zoho CRM account, click Settings > Setup > Users & Control > Users.
  2. In the Users page, click Office 365 user.

    The New User option is used to invite a new user, who does not necessarily use Office 365, to your Zoho CRM account.
  3. In the Add User popup, select the required user from the list and click Save.

    An invitation email will be sent to the selected user.

To accept a Zoho CRM invitation

  1. Click on the invitation link in the email you have recieved from your Office 365 account administrator.
    Alternatively, in your Office 365 account, browse for and click the Zoho CRM app from the Apps section
  2. In the Zoho CRM login page, accept the terms and conditions to join your organization's CRM account.
    If you wish to associate an existing Zoho CRM account registered with another email address, click Associate My Account and log in using your existing Zoho CRM credentials. Please note that in this case, you will not join the account for which you have been sent an invitation, but the another Zoho CRM account of which you are already a part.

Case #2

In this case, an Office 365 user requests the administrator to add him/her to the CRM account and the administrator approves the request.

To request to join your Zoho CRM organization account

If you have not been invited to join your organization's CRM account, but wish to join it, you can send a request to join the account.

  1. In your Office 365 account, click the Apps icon.
  2. Browse for and click the Zoho CRM app.
    In the Zoho CRM page, you will be informed that your organization already has a Zoho CRM account.
  3. Click Request to Join.
    An email request will be sent to all users who have the Manage Users permission enabled in their Zoho CRM user profile.

To approve an Office 365 user's request to join your Zoho CRM account

  1. Click on the approval link provided in the request email you have received from the Office 365 user.
    You will directly be taken to the Users section in Zoho CRM.
    Note that you will be able to add a user only if you have the Manage Users permission enabled in your Zoho CRM user profile.
  2. In the Add New User popup, click Approve & Add.
    The Office 365 user will now added as a Zoho CRM user.

Synchronize Office 365 Calendar with Zoho CRM

You can synchronize Office 365 Calendar with Zoho CRM calendar so that you can work with events efficiently from either place, without having to switch between the two applications. Calendar synchronization can be enabled by any user in Zoho CRM between his/her Zoho CRM account and Office 365 account.

To enable Office 365 calendar synchronization in Zoho CRM

  1. In your Zoho CRM account, click Settings > Setup > Extensions & API > Microsoft Apps.
  2. In the Calendar section, click Enable.

    Calendar synchronization between Office 365 and Zoho CRM will now be enabled. You will see a Zoho CRM Calendar in your Office 365 account.

Events that you create in either application will now synchronize with each other. Note that the synchronized events will be seen in the Zoho CRM calendar and not the other calendars.

Note

  • Only events owned by the user (My Events) will sync with Office 365.
  • As part of initial synchronization, a maximum of 5000 events from Zoho CRM calendar will be synchronized with Office 365.
  • Events scheduled for a future date will be synced first followed by events that were recently closed.
  • Events that were imported into CRM will not be synchronized with Office 365. However, events that were created individually in Zoho CRM or updated in bulk (Mass update) will sync with Office 365.

To disable the Office 365 Calendar synchronization

  1. In your Zoho CRM account, click Settings > Setup > Extensions & API > Microsoft Apps.
  2. In the Calendar section, click Disable.

    Calendar synchronization between Office 365 and Zoho CRM will now be disabled.
    Alternatively, you can also disable the synchronization by deleting the Zoho CRM Calendar in your Office 365 account.

Note

  • When you disable the synchronization or delete the Zoho CRM calendar from Office 365, the events synchronized will be deleted from Office 365. The events will however remain intact in Zoho CRM.

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