Midwinter has expanded its email functionality with the new Microsoft Office 365 integration.
This integration allows users to send emails directly through the Midwinter financial planning software using their familiar Microsoft Outlook address, while also maintaining a record of sent emails within the software.
Now, when clients reply, it goes directly to your trusted email.
This update builds on our commitment to streamline communication and marks the initial phase of our expansion to email functionality.
Set up is simple. Users can navigate to ‘User Management’ in the main menu to authenticate their Office 365 Integration. For more information on the integration, visit our Help Centre.
The Outlook integration is available now to all Midwinter users at no additional cost.