Microsoft 365 - E-Mail Sync
Advatra can connect with your Microsoft 365 tenant. With this integration, advatra will automatically collect the E-Mails of your employees and link it to the corresponding dossiers.
You will have to add the dossier number to the subject of your e-mails, and you're done!
To connect to Microsoft 365:
- Click on the "Register" button
- Login with your company account of Microsoft 365
- You will see a prompt to allow advatra access to these properties:
- Read mail in all mailboxes
- Sign in and read user profile
- Click on "Accept"
- Now your e-mails are synced with advatra!