MS Office 365 | Online Help - Zoho CRM

Installing Zoho CRM in MS Office 365

Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchronize data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization.

Install Zoho CRM app for Office 365

Permission Required
Users with administrative profile in Office 365 can enable the Office 365 integration. 


To install the Zoho CRM app for Office 365

  1. Log in to your Office 365 account.
  2. From the Apps section, browse for Zoho CRM.

  3. Click Zoho CRM app, you will be redirected to an intermediate Zoho CRM accounts page.
  4. Accept the Terms and conditions and click Continue.
    A new account in the same email address as that of your Office 365 account will be created for you.
    If you already have a Zoho CRM account in the same email address you use for Office 365, you will directly be taken to your Zoho CRM account on clicking the app.
  5. You can now begin to use the Zoho CRM account.
  • While only an Administrator in Office 365 can enable the Office 365 integration, it can be used by all the users of the organization that the Administrator has approved.
  • The Administrator who installs the Zoho CRM app for Office 365 becomes the Super Admin in Zoho CRM by default.
  • If you wish to associate an existing Zoho CRM account, which has been created with an email address different from the one used for Office 365, click Associate My Account in the Zoho CRM accounts page.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Installing the App

                                                                                            Installing the app The Zoho CRM Mobile Edition allows you to access and work with your online Zoho CRM data from anywhere on Android devices. You can also perform actions like adding, modifying, or deleting records in offline mode. These updates will ...
                                                                                          • Installing the MS Outlook Plug-in (Windows)

                                                                                            We have deprecated download of MS Outlook Plug-in. The Plug-in will not be functional after May 31st, 2021. Read more about it here.  Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be ...
                                                                                          • Installing the app in iPhone

                                                                                            Either of the following methods can be used to install the app: Download and install the Zoho CRM application from the App Store within iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone. The Zoho CRM mobile app is available ...
                                                                                          • Installing the MS Word Plug-in

                                                                                            System Requirements The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below: Hardware x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space Operating System Windows 7, 8, and 10 Software Microsoft Word 2010 / ...
                                                                                          • Microsoft Outlook add-in for Zoho CRM

                                                                                            The Zoho CRM add-in for MS Outlook enables you to view details of your CRM account right within your outlook account. The installation will allow you to do the following from your MS outlook account: Add leads or contacts  Add notes to the CRM ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources