Getting Started
We're delighted that you've chosen to get started with the Microsoft 365 SharePoint & Outlook integration 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.
Getting started with Microsoft 365
When you first install the app, the “Getting started with Microsoft 365” screen will be shown:
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This will guide you through the first steps to connecting Microsoft 365 to monday.com. It links to relevant places in this documentation for creating workflows, automations & app views.
Microsoft 365 administrator consent
If you are not a Microsoft 365 administrator yourself, then you will need to find your Microsoft 365 administrator and get them to approve usage of the app.
Your Microsoft 365 administrator will then need to go through the steps on this page:
→ Requesting permission to access Microsoft 365
Usage
The app is separated into automations, workflows, and views.
Automations
There are many predefined automation recipe sentences available to use in the app to save you time and bring greater efficiency to your organisation.
Workflows
Workflows are currently only available on enterprise and pro plans
Views
There are currently 4 main features that are available for
board views
item views
dashboard & workdoc widgets
object views
These are the app views which are available for each feature: