Portal 360 + Microsoft 365
Connect Microsoft 365 so conversations, files and your team directory stay linked to client records inside Portal 360.
What connects
Teams, files and directory sync.
Live workplace sync
Files
Directory
How it works
Connect Microsoft 365
Open Marketplace > Apps, choose Microsoft 365, check its requirements and click Connect, then sign in and approve access.
Choose what syncs
Pick the records and folders you want Portal 360 to keep in step.
Work from one place
Your team works in Portal 360 while data stays current in both systems.
Immutable backups
Tamper-proof copies of your data
ISO 27001 certified security
Independently audited
99.99% uptime SLA
Built to stay available
Australian data centre and hosting
Your data stays onshore
Microsoft 365 guides
OneDrive and SharePoint integration: one File Centre for Microsoft 365 documents
Connect Microsoft 365 and Outlook to your practice management software
Microsoft 365 and Google Workspace integrations
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Frequently Asked Questions
Yes, on Starter, Professional and Advanced.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.