Installing Matters.Cloud for Microsoft Outlook

Connect Your User Profile With Microsoft 365

Introduction

Connecting your user profile with Microsoft 365 allows Matters.Cloud to integrate seamlessly with your Outlook email and calendar. Once connected, you can send and receive emails, manage appointments, and link communications directly to matters—helping reduce manual work and improve productivity.

This article explains the purpose of the integration and step-by-step instructions to connect your profile.

Benefits of Connecting Microsoft 365

By connecting your profile, you can:

  • Send emails from Matters.Cloud using your Microsoft 365 account

  • Save emails and attachments directly to matters

  • Sync calendar appointments with matters

  • Improve traceability of communications

  • Connects your email address when sending an invoice.

Instructions

  1. Log in to Matters.Cloud
  2. Click on your name in the top right-hand corner and select Edit user profile
  3. Select the 'Email' tab and click the Connect button for Microsoft 365. 
  4. It will ask you to sign in to your Microsoft 365 account. Enter your credentials.
 5.  After signing in, a prompt message will show Connected to Outlook once connected successfully.

Disconnecting Microsoft 365 (Optional)

If you need to disconnect your account:

  1. From the top-right corner, click your name and open Edit User Profile

  2. Under the Email tab, click Disconnect under Microsoft 365.

  3. Once disconnected.  A prompt message will show.


Info
Note: Disconnecting will stop email and calendar syncing until reconnected.

Related Articles

Conclusion

Connecting your user profile with Microsoft 365 in Matters.Cloud enables a more streamlined and efficient workflow by integrating your email and calendar directly with the platform. This connection ensures consistent communication, improved record-keeping, and a smoother experience when sending emails and invoices. If your needs change, you can easily disconnect or reconnect your account at any time. For assistance, contact your administrator or Matters.Cloud Support.






    • Related Articles

    • Installing Matters.Cloud for Microsoft Outlook

      Introduction The Matters.Cloud Outlook add-in provides an easy way for users to save their emails to Matters.Cloud directly within Outlook and to (optionally) record time as part of the process. In this article, we will guide you on how to install ...

    • Two-Factor Authentication Using Microsoft Authenticator

      Introduction Two factor authentication adds an additional layer of security to your Matters.Cloud account and Client data. When you enable two-factor authentication in Matters.Cloud, users will be required to log in with their email address, password ...

    • Managing User-Based Notifications

      Introduction Matters.Cloud strives to provide users with seamless communication and ensure they stay informed about important updates, tasks, and events. By managing your notification settings, you can tailor your experience to receive only the ...

    • Managing User Roles in Matters.Cloud

      Overview In Matters.Cloud, user roles control the permissions and access levels granted to each user, enabling administrators to tailor the platform’s features according to users’ specific responsibilities. This guide walks you through managing user ...

    • Updating Matters.Cloud for Microsoft Outlook

      Introduction The Matters.Cloud Outlook add-in is designed to update automatically for most new features, however in certain situations where a major new feature is released that creates a new entry point (button / menu item) within Outlook, the ...