Integrating Office 365 with Matrix allows you to essentially work from one calendar as the two systems will begin sharing Activities and Calendar Events which helps you to save time from double entry, maximize your time without double booking, and maybe even keep you off of your boss’s radar by increasing the number of naturally tracked activities. Couple this with the ability to send Emails from within Matrix and you have one well-oiled engine for sales transparency!
To turn on Office 365, please follow the below steps:
1. Please navigate to My Profile.
2. Click Integrations tab.
3. Click Connect to Office 365.
4. You will be taken to a page where you can log into Office 365 with your usual credentials. Type in your Email and Password and then click Sign in.
5. After successfully authenticating, you will be taken back to the My Profile page within Matrix. Note: the Office 365 Integration link now says Remove Office 365 Access, indicating that you have successfully setup your integration.
6. Click Save and you are now ready to use the Matrix and Office 365 integration!
To set Office 365 as your default Mail Provider, please follow the below steps:
1. Please navigate to My Profile.
2. Click Preferences tab.
3. Set Mail Provider to Office 365. Note: If your station has not been set up with the Office 365 Integration, please set Mail Provider to Default Mail Client
Optionally, you can update your default Mail Provider from Default Mail Client to Office 365. You can do this within My Profile, once again, and navigating to the Preferences tab. This should only be used if you do not plan to use a physical mail client like Outlook to handle your emails and would instead prefer handle email via a web client. Using Office 365 as your Mail Provider will allow you to compose your emails directly within Matrix instead of navigating away to Office 365’s interface for creation.
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