Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchrozie 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

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.

 Invite users from Office 365

Availability

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 Zoho CRM Calendar with Office 365

You can synchronize Zoho CRM calendar with Office 365so 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 > Marketplace > Microsoft.
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.

To disable the Office 365 Calendar synchronization

1. In your Zoho CRM account, click Settings > Setup > Marketplace > Microsoft.
2. In the Events 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.
   

 Synchronize Zoho CRM Contacts with Office 365

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

To enable Zoho CRM Contacts synchronization with Office 365

1. In your Zoho CRM account, click Settings > Setup > Marketplace > Microsoft.
2. Under the Contacts section, click Enable.
   
3. In the Configuration popup, map the Microsoft fields with that of Zoho CRM. A default mapping is aleady available - you may edit it if required.
   
   Note that the Microsoft Contact fields unsupported via APIs will not be available for mapping in this Configuration popup.
   Contacts synchronization between Office 365 and Zoho CRM will now be enabled. You will see a Zoho CRM Contacts folder in your Office 365 account.
   

Contacts that you create in either application will now synchronize with each other. Note that the synchronized contacts will be seen in the Zoho CRM Contacts and not the other contacts.

To disable the Zoho CRM Contacts synchronization with Office 365

1. In your Zoho CRM account, click Settings > Setup > Marketplace > Microsoft.
2. In the Contacts section, click Disable.
   
   Contacts synchronization between Office 365 and Zoho CRM will now be disabled.
   Alternatively, you can also disable the synchronization by deleting the Zoho CRM Contacts folder in your Office 365 account.