# How to Integrate Sage with Microsoft 365: Step by Step Process


In today's digital landscape, businesses rely heavily on different software to manage operations, streamline their workflow and enhance productivity. Sage is preferred by the SMEs to manage their accounting tasks. On the other hand, Microsoft 365 is needed to store the information and content of their employees.

However, managing both the software is hectic for the SMEs. The integration of Microsoft 365 with Sage is a game-changer, empowering businesses and unlocking new features that provide a seamless workflow and advanced collaboration.

This blog provides a detailed explanation of the [Sage Microsoft 365 integration](https://www.sageonlinesolution.com/sage-microsoft-365-integration/), its features and its advantages, to help SMEs feel more confident and in control. So, keep reading this blog post to learn more.

***Speak to the experts of sageonlinesolution, a team of experienced professionals who have successfully implemented the Sage Microsoft 365 Integration for numerous SMEs, at [phone] to know more about the sage Microsoft 365 Integration.***

## How to Set Up Sage 50 and Microsoft 365 Integration?

Before starting the Sage 50 and Microsoft 365 integration, make sure you have fulfilled the basic prerequisites of the integration.

1. Make sure you have an active subscription to Sage 50 accounting software.
2. Ensure that you have an active Microsoft 365 subscription. The integration will work well on the Business Premium or higher subscription.
3. Microsoft Outlook is installed and set up on your system, and you have an active email.

## Steps to integrate Sage with the Microsoft 365

After ensuring you have active accounts with both Sage and Microsoft 365 Office, let's delve into the integration process. It's designed to be straightforward and user-friendly, ensuring a smooth transition for your business.

1. Before proceeding, make sure you have an active account with both Sage and Microsoft 365 Office.
2. Now, log into the Sage accounting software using your credentials.
3. Click on the File Menu and choose Office 365 Integration.
4. You will be asked to enter into the Microsoft 365 office. Make use of your credentials to log in to it.
5. After logging in, provide the necessary permissions for Sage 50 to access your Office 365 account, including permissions for OneDrive, Outlook, and other Office 365 services.
6. Once the permissions are granted, click on the Maintain option in Sage 50 and navigate to the Email setup option.
7. Here, choose Microsoft Outlook as your default email program.
8. Click on the Save button to end the process.

## Steps to Activate the Sage Microsoft 365 Integration

After the integration is done, you need to follow the steps below to activate the integration.

• An email will be sent to your registered email ID once you have integrated both applications.
• Click on the link provided in the email and follow the on-screen prompts until you reach the Connect Sage 50 Accounts with Microsoft 365 option.
• Ahead, click on the "I'll sync Sage 50 Accounts data later" option and press the Finish button to end the process.

## Sage Microsoft 365 Integration: Features to explore

The Sage Microsoft 365 Integration unlocks the latest features, which benefits businesses in streamlining their work. The potential features after the sage Microsoft 365 integration are:

### Seamless Email Communication

The Sage Microsoft integration provides seamless email communication. This allows users to email specific customers directly. This ensures that important documents are sent on time without missing them.

### Cloud Document Storage

The integration allows the users to store and access their invoices, purchase orders and other important documents in SharePoint or other software. The users can easily store their important documents on the cloud.

### Real-Time Financial Insights

Businesses will get real-time insights into financial data, which will further help them make data-based decisions. The stakeholders will be given the information they need the most.

### Sync Calendar

After the Sage Microsoft 365 integration, your calendars and contacts are automatically synced. This means that there are no more missed deadlines or meetings. Also, you can easily follow up with the clients.

### Remote Access

With the Microsoft 365 cloud-based platform, sage users can easily access their documents from anywhere, anytime and on any device. All they need is a stable, high-quality internet connection. This feature benefits Sage users as they can work remotely.

## Why Does the Sage Microsoft 365 Integration Happen?

Now, we know the key features of the Sage Microsoft 365 integration. It brings together the power of accounting and management software with the productivity and collaboration features of Microsoft 365. Let us explore why this integration is needed and how it benefits the users.
The prime reasons for the Sage Microsoft 365 Integration are:

### Centralized Data Access

Prior to this integration, you need to save your data using two different software programs. This will increase the risk of errors occurring when you reconcile/ integrate the data. Also, it is a time-consuming process as you need to fetch the data from two different software. The Sage Microsoft 365 integration provides a centralized platform to access your financial data.

### Scalable
Both the Sage and Microsoft software are scalable. This means that when you integrate both applications, you can easily expand the scope of integration, depending upon the growth of your business.

### Automatic Back Up
After the Sage Microsoft 365 integration, all your data files will be automatically backed up in the cloud. This means that your data is safe and secure since there is no risk of losing the data due to the failed backup.

### Improved collaboration
The integration allows the users to access the features/ tools of both applications. This improves the work productivity and efficiency.

### Streamline workflow
With the integration, users can easily access different tools/ functionalities. This empowers them to accomplish their daily tasks, such as accounting, invoicing and other activities, easily. The streamlined workflow increases work productivity.

### Enhanced reporting and analytics
The Sage Microsoft 365 integration allows you to export your Sage report into Excel or other formats. This empowers you to make data-driven decisions about your business. With the advanced reports, you can easily analyze your data.

### Secure data
With the Sage Microsoft 365 integration, your data is not only backed up automatically, but the system also installs the latest security updates. This double layer of protection ensures your data is safe and secure, giving you peace of mind to focus on your business.

## Wrapping Up

The Sage Microsoft 365 integration opens the door to limitless features of both the software. This improves your efficiency and work productivity. It helps businesses to streamline their work easily. Hopefully, this blog provides all the necessary details about the Sage Microsoft 365 Integration. If you're ready to take your business to the next level, contact the experts at sageonlinesolution at [phone] to get started with the Sage Microsoft 365 Integration.

Also Read : [Set Up Sage Microsoft 365 Integration to Access Anywhere](https://sageonlinesolution.weebly.com/blog/set-up-sage-microsoft-365-integration-to-access-anywhere)