Microsoft 365 & Outlook integration
Send client emails, quotes and invoices from your own Microsoft 365 mailbox, and bring matching client replies back into PlanMan.
Connect the Microsoft 365 work account you use with Outlook to send emails from PlanMan through your own mailbox. Clients receive messages from your familiar email address, while your team keeps working with client and project records in PlanMan.
- Send client communications, quotes, invoices and project emails through your connected mailbox
- Include quote and invoice PDFs and other attachments when sending from PlanMan
- Keep a copy of emails sent through the integration in your Outlook Sent Items
- Automatically import matching client replies into PlanMan, linked to the relevant client and project where a match is available
How to connect PlanMan to Microsoft 365
- In your PlanMan account, open Manage Office 365, or choose Connect Office 365 on the Communications page.
- Select Connect Office 365 and sign in with your Microsoft work account.
- Approve the requested access to connect your mailbox, then return to PlanMan.
Each team member connects their own mailbox. You can check the connected email address or disconnect it from the Office 365 settings page in PlanMan.
Keep client replies with your records
When clients reply to emails sent through the integration, PlanMan checks your inbox and imports replies it can match to your client communications. You can also select Sync Inbox on the Communications page to request a sync.