How to connect your Microsoft 365 email account HS
To synchronise your Microsoft 365 (M365) email account with Adviser CRM, please follow the instructions in the following video. You will need to know your current username/email address and password for your Microsoft 365 account.
Once you connect your M365 account we will synchronise all your email with your Contacts and Leads inside Adviser CRM. You will also be able to send email from Adviser CRM and keep a fill email history with your Contacts and Leads.
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You can access our video tutorials and a range of help articles and documents, as well as send a support request from our team by using the quick menu items inside Advise CRM. Help will log you into our portal and take you straight to our User Guide ...
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You can add or edit your user details such as; Your name and contact details including your name and phone number Email Signature Colour Locale such as country and time zone Follow the instructions in the video below.
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