Getting Started

We're delighted that you've chosen to get started with Microsoft 365 Office Embedded for monday.com.

This page will give you an overview of this app’s functionality.

Prerequisites

• A subscription to a supported Microsoft 365 product plan, such as Microsoft 365 for Business.

Installation

• Simply install the app from the monday.com marketplace and then you are ready to go.

Usage

In Microsoft 365 Office

Share a Powerpoint, Word or Excel file using the Share button and copy the link:

Or share a calendar from Outlook:

Once the Copy Link has been copied, move to monday.com.

In monday.com

For Board Views and Dashboard Widgets

1. Add the Microsoft 365 Office Embedded app in monday.com

2. Paste the Copy Link URL from Microsoft 365 into the Share URL field in the widget settings

For Item Views

1. Open the Item View sidebar and select Add View

2. Add the Microsoft 365 Office Embedded app

3. In Settings select a column to paste the URL - this will be the same for each item in the board

4. Paste the Copy Link URL from Microsoft 365 into the column for your board item.