Microsoft Office 365 integration | Online help | Zoho Projects

Microsoft Office 365 integration

Import your Office 365 users to Zoho Projects with the Office 365 integration. You can add tasks and events to your primary calendar in Office 365 from Zoho Projects.  You can enable or disable the Outlook action cards that are sent along with the task or issue email notifications from Zoho Projects. With action cards, the portal users can perform instant actions like performing transitions, assigning work items, setting due dates and modifying their priority, right from their Outlook mailbox.

Configure Integration

  1. Login to Zoho Projects with your Microsoft credentials (this integration can only be configured using the SSO login and the user must be the portal owner in Zoho Projects).
  2. Click  in the upper-right corner of the top navigation band.
  3. Navigate to Marketplace > All Apps and search for Office 365 for Zoho Projects.
  4. Click Install.
  5. Select the Terms & Conditions of Microsoft and Zoho and then click Install.
  6. Select users from the Import Users tab.  Select projects if you want to add users to the projects.
  7. Click Import Users Now.
  8. Click on the Manage Action Cards tab. Enable this option to receive action cards via email.
  9. The integration is now complete.

Access Zoho Projects via Office 365 Single Sign-on

  1. Log in to your Office account.

  2. Search for Zoho Projects in the Apps section.
  3. When you click the Zoho Projects app, you will be asked to create a new Zoho Projects portal(account) if you don't have one. If you already have a Zoho Projects account with the same email address that you use for Office 365, you will directly be taken to that account. 
  4. You can access Zoho Projects now.

If you disable this option, email notifications sent from Zoho Projects will not have actionable cards.

Using action cards

Users will receive actions cards via email. The buttons in the cards can be used to perform actions.
  1. Change Owner: Modify or update the owner of the task.
  2. Mark as Complete: Complete the task.
  3. Add Comment: Add a comment for the task.

Add tasks to your Office account from Zoho Projects

  1. Click Projects in the left navigation panel.
  2. Navigate to your project and click Tasks in the top band.
  3. Click Add Task in the upper-right corner of the page.
  4. Enter the task details.

  5. Enable the Add to Office 365 Calendar option to add the task to your calendar.
  6. Enable the Add Task to Office 365 Tasks option to add it to your tasks.
  7. Click Save.

Add events to your Office account from Zoho Projects

  1. Navigate to your project and click Calendar in the left navigation panel.
  2. Click the Events tab at the top.
  3. Click Schedule Event in the upper-right corner.
  4. Enter the event details.
  5. Set reminders or add a recurrence for the event.

  6. Enable the Add to Office 365 Calendar option.
  7. Click Save.

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

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

                        Write to us:



                          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 SalesIQ Resources

                                                    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

                                                                                      • Microsoft Outlook Integration

                                                                                        The Zoho Projects extension for Microsoft Outlook allows users to access their tasks and issues directly from Outlook. Users can also control certain task actions using the action cards that are sent as an email. Configure Integration Login to Zoho ...
                                                                                      • Microsoft Teams Integration

                                                                                        Get into action with our integration with Microsoft Teams in Office 365. Microsoft Teams is an all-in-one hub for effective team collaboration. Teams users can add Zoho projects tab to their chat channels and start working on projects directly from ...
                                                                                      • Microsoft Integrations

                                                                                        Zoho Projects integrates with Microsoft applications, making it easier and more efficient to manage tasks. The SSO (Single Sign-On) allows Microsoft users to login with their existing credentials. Action cards allow users to complete specific tasks ...
                                                                                      • Bitbucket Integration

                                                                                        Having multiple lines of code and changing versions can be difficult to track. Commit codes in Bitbucket and view the changesets inside Zoho Projects. You can integrate Zoho BugTracker with Bitbucket using webhooks. You must be an Admin to integrate ...
                                                                                      • Github Integration

                                                                                        Github integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Github repository in Zoho Projects. Feature Availability: Premium and Enterprise plans Copy ...
                                                                                      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