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User: Connect To Office 365 To Manage Calendar, Contacts, And Documents
User: Connect To Office 365 To Manage Calendar, Contacts, And Documents

How To Connect To Office 365 In ZenCase To Manage Your Calendar, Contacts, And Documents

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Keep in touch and stay productive with Office 365 for Business, even when you're working remotely.

Sign up for an Office 365 Business account. Make sure to invite all your law firm users to your Office 365 Business account.

Note: We recommend an Office 365 Business or Enterprise account for the best experience with ZenCase. You may experience issues if you use an Office 365 for Home Family or Personal account.

Once you have your account with Office 365, we'll need to authenticate it with ZenCase.


Connect Your Office 365 Account With ZenCase

  • In the right-hand side, click your name to access the navigation menu. Then click "Account".

  • On your member profile page, click on "Integrations" tab

  • Under Outlook, click the "Connect" button

  • You will be redirected to the Office 365 Online website and be prompted to login

  • Login to Office 365 to confirm that you want to integrate with ZenCase

    Note: This may take a few minutes to connect, so please be patient and do not refresh your browser.

  • You will be redirected back to ZenCase integrations page

  • You will see that you are now connected with Outlook and you can disconnect at any time.

You can now start using Office 365 to manage your calendar, contacts, and SharePoint documents right within each client and matter in ZenCase.

Let us know if you have any questions!

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