Connected records
Keep client context attached
Microsoft 365 workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Microsoft 365 integration
Connect Microsoft 365 communication and workspace workflows to the client records, projects, and delivery context in Workspace369.
Microsoft 365 mailboxes
Microsoft 365
Business mailboxesRepliesAttachments
Workspace369
Shared inboxClient contextFollow-ups
Same client story on both sides
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
Works inside
How it works
How Microsoft 365 works with Workspace369
- 01
Connect your Microsoft 365 mailbox
Link the business mailbox your team uses for client email from the integrations settings.
- 02
Mail joins the workspace
Client conversations land in the shared inbox beside client records, projects, and delivery work.
- 03
Follow up with context
Replies and follow-up tasks happen with billing, files, and project state visible beside the thread.
Connected data
What moves between the systems
Mailboxes
Microsoft 365 business mailboxes feed the shared inbox, so client mail has one home.
Client records
Threads attach to the client record beside notes and history.
Projects
Delivery work stays visible beside the email conversation about it.
Billing
Invoice and payment context is close to the thread when money questions come up.
Team access
The team shares visibility on client email instead of forwarding between personal inboxes.
Setup
Setting up Microsoft 365
- 01
Connect Microsoft 365
From the integrations settings, connect the Microsoft 365 business mailbox used for client communication.
- 02
Bring client mail into the inbox
Client threads land in the shared inbox, where the team can pick them up.
- 03
Work from the record
Reply and follow up with the client, project, and billing context beside the conversation.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use Microsoft 365 for
Giving the team one client inbox
Connected Microsoft 365 mailboxes feed the shared inbox, so client email is visible to the whole team instead of locked in personal inboxes.
Replying with project and billing context
Open the thread with the client, project, and billing beside it. Money and delivery questions get answered without switching tools.
Keeping email history on the record
Threads attach to the client record beside notes and history, so the relationship story survives handoffs and staff changes.
FAQ
Questions about Microsoft 365
- What connects from Microsoft 365?
- Business mailboxes. Client email threads come into the workspace's shared inbox.
- Can the whole team see client email?
- Yes. Connected mailboxes feed a shared inbox, so client communication is visible to the team instead of locked in individual inboxes.
- Does Workspace365 replace Outlook?
- No. Your Microsoft 365 mailboxes stay as they are; the connection puts client email next to the work it concerns.
- Can I connect Gmail instead?
- Yes. Gmail connects the same way.
Keep exploring
Related pages
Next step
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