Integrate Microsoft Office 365 with Nutshell
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Save time and stay productive with our exclusive add-in for O365 users.
Benefits of CRM integration with Office 365
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- Work where you work: Access Nutshell’s most important features directly from your email.
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- Save time: Stay in one location instead of switching between programs.
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- Get organized: Centralize your email communications and calendar activities across Office 365 and Nutshell.
With the Nutshell Outlook CRM Office 365 add-in, you can…
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- Create contacts and tasks
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- View scheduled activities
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- Track communication timelines
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- Write notes
Our Microsoft Office 365 CRM integration also allows you to synchronize your Office 365 email and calendar with Nutshell.
Requirements for Nutshell’s CRM Office 365 integration
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- Office 365 account
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- Nutshell for Outlook add-in (free at the Microsoft AppSource)
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- Compatibility: Nutshell for Outlook add-in works for PC or Mac
Learn how to install the Nutshell for Outlook add-in here!
Learn how to set up Office 365 email sync here!
Frequently asked questions
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Do I need a specific Nutshell plan to use the Microsoft Office 365 integration?
No. The Microsoft Office 365 integration is available to all Nutshell users on every plan—Foundation, Growth, Pro, Business, and Enterprise. There are no restrictions based on your subscription tier.
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Does the Nutshell-Microsoft Office 365 integration involve additional costs?
Not at all. Email and calendar sync with Office 365 are included with every Nutshell plan at no extra charge. You won’t pay anything extra to connect Nutshell with your Microsoft Office 365 account.
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Can I sync both my Office 365 email and calendar with Nutshell, or just one?
You can sync both. Nutshell lets you synchronize your Office 365 email and calendar separately or together. Activities you create in Nutshell automatically appear in your Office 365 calendar, and vice versa for forward-going events.
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What data syncs between Nutshell and Microsoft Office 365?
Calendar data syncs include: all-day flag, date and time, location, and participants. For email, your sent and received messages from Office 365 sync to Nutshell based on your sync settings. Initial sync brings your last 45 days of email.
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Does Nutshell have its own built-in Outlook add-in, or do I need to use a third-party tool?
Yes, Nutshell has a free Outlook add-in available at the Microsoft AppSource marketplace. It works on both PC and Mac, letting you create contacts, view leads, and access Nutshell data directly from your Outlook inbox.
