Can we use shared mailboxes like info@ and billing@?

Yes. Multiple team members can access and manage shared email addresses from Portal 360.

Does Portal 360 store my Microsoft password?

No. It connects using Microsoft OAuth authentication.

Connect Microsoft 365 and Outlook to your practice management software

Key takeaways

Brings Outlook email, shared mailboxes and calendar into the Communication Centre
Emails link to clients, contacts and entities automatically
Connects through Microsoft sign-in, with no password stored

Client conversations usually live in Outlook. The Microsoft 365 and Outlook integration brings those emails into Portal 360's Communication Centre and links them to the right client, so there is a complete record without anyone filing emails by hand.

What the integration does

Unified email management. Work with Outlook emails, folders and attachments inside Portal 360, including Inbox, Sent Items, Archive and Junk.
Automatic client linking. Emails and attachments are associated with clients, contacts and entities, creating a communication timeline for each relationship.
Shared mailboxes. Teams can manage shared addresses such as info@ or billing@ from one place.
Workflow automation. Incoming emails can become tasks, with an owner, priority and due date.
Attachments. Attachments can be saved to the File Centre and linked to client and entity records.
Calendar. Calendar sync lets you manage meetings alongside client communication.

It connects through Microsoft Graph APIs and secure OAuth authentication, so Portal 360 does not store your password.

How to connect

Sign in to Portal 360 and open Communication Center > Email, click Manage beside ALL ACCOUNTS and choose your sync and privacy options, then click Continue.
Choose Microsoft (Microsoft 365 or Outlook) when prompted.
Sign in with your Microsoft account. Admin or user accounts can be used depending on your firm's policy.
Approve the requested access.
Return to Communication Center > Email and check that your mailbox appears.

Deployment tips

Decide whether each person connects their own mailbox or whether you use a shared mailbox model.
Ask staff to send client email from linked accounts so threading stays accurate.
Review integration health from Marketplace from time to time.

See the Microsoft 365 integration page and the Outlook integration page. Files in OneDrive and SharePoint are covered in OneDrive and SharePoint integration.

Frequently asked questions

Can we use shared mailboxes like info@ and billing@?: Yes. Multiple team members can access and manage shared email addresses from Portal 360.
Does Portal 360 store my Microsoft password?: No. It connects using Microsoft OAuth authentication.

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