Cloze and Microsoft 365 Overview

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

Office 365 Outlook Email

• You can send, receive, and reply to Office 365 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. 

Office 365 Outlook Contacts (aka People)

• Cloze syncs your Office 365 contacts into Cloze. 
• Optionally can sync contacts from Cloze back to Office 365 Contacts

Office 365 Outlook Calendar

• Syncs your Outlook Calendar meetings to Cloze.
• Book meetings with Outlook Calendar
  • You can schedule meetings from Cloze using your connected Microsoft 365 (Outlook) calendar—no need to jump between apps.
  • Include Zoom meeting information or Teams meeting information when you book meetings.
• 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.