Microsoft 365 email

Connect your Microsoft 365 work or school mailbox to send supported client communications from that mailbox and bring matching replies into PlanMan. The connection belongs to your own PlanMan user account. Each person who needs this should connect their own mailbox.

The app currently labels this connection Office 365.

Connect your mailbox

1. Open Account Details from your profile area.
2. Click Manage Office 365, then Connect Office 365.
3. Sign in to the Microsoft account you want to use and review the requested permissions. PlanMan requests access to send and read mail.
4. Return to PlanMan and check the Connected to email address. If you chose the wrong mailbox, disconnect it and connect the correct one.

If Microsoft requires your organisation's approval, ask your Microsoft 365 administrator to review the request. A PlanMan administrator changing your permission group does not grant Microsoft's consent.

Send communications

Create a client or project communication in the normal way. Where the sending action supports this connection, PlanMan attempts to use your linked mailbox. Some actions use a background queue, so submitting a message is not proof that the recipient has received it. Other sending paths can use PlanMan's normal email sender when the Microsoft route is unavailable.

Check the recipient, subject and attachments before sending. Read any error message and check the communication record afterwards. Connecting a mailbox does not remove trial restrictions or the permissions needed to send a communication.

Import replies

Reply imports run in the background. You can also open Communications and click Sync Inbox to request a sync. A queued-sync message means processing has been requested; refresh the list after allowing it to run.

The import looks for recent inbox messages that match recorded client conversations. It does not copy your entire mailbox or historical email archive into PlanMan. Check the related client or project's communications when looking for an imported reply.

If a reply is missing, check that it is in the connected mailbox's inbox and relates to a conversation recorded in PlanMan. Check the connected address again before requesting another sync. If the connection has stopped working, reconnect it and retry the relevant action.

Disconnect or change accounts

Return to Manage Office 365 and choose Disconnect Office 365 Account. This removes your saved connection in PlanMan. It does not delete emails from Microsoft or remove communications already saved in PlanMan.

See Communications for composing and reviewing client messages.