Capture the conversation
Push relevant Outlook emails into AccountKit so the correspondence sits with the client record.
AccountKit + Microsoft 365
Bring Outlook mail into the client history
Capture Outlook correspondence in AccountKit and send email using your own account, keeping conversations connected to the client and client group.
Microsoft 365EmailConnected to your practice
- 01Receive the Outlook email
- 02Capture it against the client
- 03Find it in the correspondence register
What connects
What you can do with Microsoft 365
Send from your own account
Send email from within AccountKit using your connected email account.
Give the team the client context
Keep captured mail in the correspondence register so the history is not limited to one person’s inbox.
In practice
Keep a client’s answer with the work it supports
When a client replies with information about their accounts, capture the email against their record so the next team member can find it.
A Microsoft 365 workflow
- 01Receive the Outlook email
- 02Capture it against the client
- 03Find it in the correspondence register
Your existing software, connected to the client work.
Connection setup
Bring Microsoft 365 into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Microsoft 365 access
Have the person who manages your Microsoft 365 account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Microsoft 365 to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Does this move our document library into AccountKit?
No. Outlook correspondence and document storage are separate connections. Explore SharePoint or OneDrive if you also want to connect your Microsoft document library.
Can we see Microsoft 365 with AccountKit before deciding?
Book an AccountKit demo and mention Microsoft 365. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration - Documents
OneDrive
Connect your Microsoft cloud files to the client records that use them.
Explore integration - Communication
Microsoft Teams
Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.
Explore integration
Your practice + Microsoft 365
See how Microsoft 365 fits your firm’s work.
Bring your Microsoft 365 setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
