We are pleased to announce a significant enhancement to AdviceOS, introduced in late 2023. As part of our ongoing commitment to elevate your user experience and productivity, we’re excited to launch a seamless integration with Microsoft Outlook.
Effortless Communication for You and Your Clients
This integration empowers users to harness the native email functionality of Outlook directly with AdviceOS. Compose and send emails to your clients seamlessly, all from your own email address, without toggling between applications. This not only saves you precious time and effort but also ensure a cohesive communication experience for both you and your clients. And you can also drag and drop up to 10 emails into a client record in AdviceOS from Outlook as well.
Important Note: This integration is tailored specifically for Office 365 accounts, ensuring a robust and secure integration.
Key Features You Should Know
Efficient Communication: With Outlook integration, you can manage your client communications directly within the AdviceOS platform.
Compatibility: Please be aware that this integration is compatible exclusively with Office 365 accounts. Ensure your Office 365 Administrator enables access to this fantastic feature.
User-Friendly Setup: Setting up Outlook integration is straightforward. Our comprehensive guide walks you through the simple steps to seamlessly connect your Office 365 account with AdviceOS. Whether you’re a seasoned user or new to our platform, you’ll find the setup process intuitive and hassle-free.
Enhanced Productivity: Centralising email communication within AdviceOS enhances your workflow. Easily access and manage all client correspondence with a single, user-friendly platform.
Ready to Simplify Your Workflow? Here’s How
To learn more about integrating Office 365 with AdviceOS and to get started, please refer to our detailed guide here.
We encourage you to explore this new feature and experience firsthand how it can transform and simplify your workflow. As always, your feedback is invaluable as we strive to evolve and improve AdviceOS.
