Set up synchronization between SuperOffice CRM and Microsoft 365

Owned by Thomas Speekenbrink
Last updated: Jul 11, 2023 by Remco Visser
2 min read

Overview

In this How-to article, we are describing how to set up synchronization between SuperOffice CRM and Microsoft 365

If you want to see a detailed overview of how to create a profile in Synchronizer please see this chapter

Intended Audience

This article is intended for persons who are the administrator for Synchronizer

Prerequisites

The following prerequisites are required before you follow the steps below.

  1. A (demo) subscription of Synchronizer. Subscriptions are handled by SuperOffice, please contact your SuperOffice contact or partner. To sign up, follow this URL: Synchronizer registration
  2. A SuperOffice CRM login name with administrator rights
  3. A Microsoft 365 account
    Note: Microsoft 365 Home, Personal and regular Business are not supported, as these plans do not have the Exchange Online component. Compare the Microsoft 365 Business plans here.

Configure Synchronizer

  1. Log into Synchronizer
  2. Create a profile. Click Manage > New Profile > Next
    Note: A Sync Profile is a collection of settings and linked users who use the same email system. Usually, a company has 1 email system, and in such cases also one profile is needed. If a company has multiple email systems, like Microsoft 365 and a handful of Google Workspace users, then the company would need two profiles.
  3. Name your new profile. 
  4. Select the CRM system and Microsoft 365 
  5. Connect to SuperOffice
    Log in with your SuperOffice Credentials
  6. Connect to Microsoft 365
    Log in with your Microsoft 365 Credentials and accept the requested permissions
  7. Click Next to continue the wizard
  8. Set the preferences for SuperOffice and Microsoft 365
  9. Click Next to continue the wizard
  10. Configure Time Zones and advanced settings
  11. Click Next to continue the wizard
  12. Link users
  13. Click Next to continue the wizard
  14. Start Synchronizing

Video

Extending the idea

This how-to article describes how to setup Synchronizer between SuperOffice CRM and Microsoft 365. Synchronizer can also run against Exchange and Google.
Set up synchronization between SuperOffice CRM and Microsoft Exchange
Set up synchronization between SuperOffice CRM and Gmail / Google Workspace

Summary

You have learned to set up synchronization between SuperOffice CRM and Microsoft 365