How do I connect Microsoft 365 to Cloze?

When you connect your Microsoft Office 365 account to Cloze several Office services are connected at once. 

• Microsoft 365 Outlook email
  • You can send, receive, and reply to Microsoft 365 Outlook emails from Cloze. Or if you would like you can use your own email app -- in either case Cloze will automatically keep track of your email conversations for you.
    
  • Cloze includes many business-grade email features including email open tracking, templates, automated follow-up, mail merge, A.I. reminders, and more. 
• Microsoft 365 Outlook Contacts (aka People)
  • Syncs your Microsoft 365 contacts into Cloze. 
  • Optionally can sync contacts from Cloze back to Microsoft 365 Outlook Contacts
• Microsoft 365 Outlook Calendar
  • Syncs your Outlook Calendar meetings to Cloze.
  • With your calendar connected to Cloze, every meeting is automatically logged to the timeline of the attendees and you'll see your meetings on the Cloze Agenda. 
• OneNote
  
  • With your OneNote account connected, Cloze will link your OneNote notes to contacts automatically.
  • Log meeting and call notes in OneNote from Cloze
  • Save emails and attachments to OneNote
  • Create a new note with OneNote from Cloze
• OneDrive
  
  • With your OneDrive account connected to Cloze and you will automatically see your OneDrive files in the Person, Company, or Project (Property or Deal) tab called Files.

How to connect Microsoft 365 to Cloze

1.) Tap on the More Options menu (...) and then select Settings.

Mobile: 

1. Tap on More in the lower right of your screen on mobile (iOS/Android).
2. Select Settings. 

On your computer: 

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Settings. 

2.) Tap on Connected Accounts to expand the section and tap on the Add button.

1. Tap on Connected Accounts. 
2. Tap the Add button. 

3.) Select Microsoft 365.

4.) Authorize the connection to Microsoft. 

1. Select the account you wish to connect to Cloze. 
2. Tap on Accept to connect your Microsoft account to Cloze. 

Sign in if necessary:

Your Microsoft account is now connected to Cloze.