Zoho CRM Office 365 Integration

Office 365 helps businesses with day-to-day operations in an efficient manner. Zoho integration with Office 365 tends to operationalize the processes in an organization. It helps import the contacts as well as employee information into Zoho Subscriptions and makes data access quick and easy.

With Zoho, the power gets double. Zoho CRM integration with Office 365 gives a consolidated view of all the customer and leads information that makes data access and edits an easy process for businesses. The powerful fusion tends to play a critical role in streamlining the business processes to a greater extent. The integration eliminates the need for overwhelming task management processes, inefficient project management, and time-consuming processes related to business performance analysis.

Features of Zoho and Office 365 Integration

With the integration of Zoho and Office 365, businesses can automate the entire infrastructure. Each module can be analyzed critically in a single interface. Below are some of the features businesses can get with Zoho and Office 365 integration:

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  • View, create and edit the contact details, orders, tasks, and meetings on both Zoho and Office 365.
  • Auto-map the data and align it according to the fields.
  • Synchronize the data on both platforms.
  • Update the contact information, modify tasks, and reschedule the meetings according to your timetable.
  • Reduce data redundancy by managing unique contents effectively without any repetition.
  • Add contacts and leads through email directly.
  • Save time and space by employing a unified solution.
  • By accessing the CRM data, the dashboard can be seen in one tab in your account of Microsoft Teams.
  • Easily access and share the CRM records through chat.

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Zoho’s integration with Office 365 eliminates the overhead of switching to multiple platforms. A consolidated interface encapsulates all the data and gives insights to businesses at a glance. Users can easily share the data over chat. You can also invite users from Microsoft Office 365 and convert the team members into Zoho users easily. Permissions can be updated against each user to give them access to the Zoho CRM app.

Techloyce provides you enhanced integration services. Our certified experts would integrate Office 365 into Zoho CRM to automate your entire business workflow and ultimately increase productivity.

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