{"id":40553,"date":"2020-06-16T00:00:00","date_gmt":"2020-06-16T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/ringcentral-office365-integration\/"},"modified":"2025-03-13T06:26:20","modified_gmt":"2025-03-13T13:26:20","slug":"ringcentral-office365-integration","status":"publish","type":"post","link":"\/us\/en\/blog\/ringcentral-office365-integration\/","title":{"rendered":"Getting started with the RingCentral for Microsoft 365\u2122 integration"},"content":{"rendered":"<p>If you\u2019re using RingCentral already and you also use Microsoft<sup>\u00ae<\/sup> services like Microsoft 365 on a daily basis, you might&#8217;ve wondered how you can use these powerful tools together to <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/simple-steps-to-boost-your-teams-productivity\/\" target=\"_blank\" rel=\"noopener noreferrer\">boost your productivity<\/a> even more.<\/p>\n<p>Well, good news: RingCentral has developed an integration that helps you do exactly that. It works perfectly with probably the most popular office productivity suite of all time. Which means you can now connect and automate RingCentral + Microsoft 365 to get even more done in less time.<\/p>\n<p>The RingCentral for Microsoft 365 integration\u2014which works with your Google Chrome browser\u2014lets you sync your calls, contacts, messages, meetings, and more through either your email and <a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/communication-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">communication tools<\/a>.<\/p>\n<p>It also makes it easy for you to call people directly from your email inbox. No more switching screens while scheduling meetings. Oh, and<a href=\"https:\/\/www.ringcentral.com\/small-business\/blog\/best-conference-call-services\/\" target=\"_blank\" rel=\"noopener noreferrer\"> conference calling<\/a> becomes really easy too.<\/p>\n<p>The possibilities&#8230; They&#8217;re endless.<\/p>\n<p>So, you might be wondering, \u201cHow do I start using this?\u201d We\u2019ve got you covered. Here are some questions that people frequently ask when connecting RingCentral and Microsoft 365.<\/p>\n<p>Let&#8217;s check them out.<\/p>\n<hr \/>\n<p><span>\ud83d\udcda\u00a0 <\/span><span>Learn all the facts when it comes to telephony for Microsoft Teams and find out how RingCentral can help.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><\/p>\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/cavell-telephony-for-ms-teams-smb.pdf\" data-id=\"6a0f499b9a6d6\" id=\"6a0f499b9a6d6\">\n\t\t<button tabindex=\"on\"  on=\"tap:6a0f499b9a6d6.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83d\udcd9 Get the white paper<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 \u200a Get this free white paper covering telephony for Microsoft Teams 101. <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Get it now\">Get it now<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:6a0f499b9a6d6.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p><\/span><\/p>\n<hr \/>\n<p><a href=\"https:\/\/www.ringcentral.com\/remote-work-playbook.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-3525\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/490719603-WFH-Remote-Work-Playbook-banner-image-1380x490-blog-1024x364-1.png\" alt=\"\" width=\"840\" height=\"299\" \/><\/a><\/p>\n<h2>Where do I go if I want to set up the integration?<\/h2>\n<p>To get started, find <a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-office-365\">RingCentral for Microsoft 365<\/a> in the RingCentral App Gallery. On the left side of the page under the logo, you&#8217;ll see a button that points you to the Chrome Web Store:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46498\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/RingCentral-Microsoft-365-integration-e1612380665497.png\" alt=\"RingCentral Microsoft 365 integration\" width=\"850\" height=\"550\" \/><\/p>\n<p>Follow the instructions for installing the app:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46666\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/RingCentral-for-Microsoft-365-22Add-to-Chrome22-button..png\" alt=\"RingCentral for Microsoft 365 Add to Chrome button\" width=\"930\" height=\"641\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>How do I know if I\u2019ve successfully installed the integration?<\/h2>\n<p>On your Chrome browser, click the menu icon in the upper right corner, then go to \u201cMore Tools\u201d and select \u201cExtensions\u201d from the dropdown menu. Make sure that your extension is listed there and that it\u2019s enabled:<\/p>\n<p><img decoding=\"async\" class=\"shareable wp-image-749 size-medium aligncenter\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/07\/0-extensions.png\" alt=\"RingCentral for Microsoft 365 as a Chrome extension.\" width=\"695\" height=\"301\" \/><\/p>\n<p>Another way to quickly check if your installation was successful is to go to the RingCentral for Microsoft 365 page on the Chrome Web Store. You should see the green \u201cAdded to Chrome\u201d icon on the upper right-hand corner of the pop-up on your screen:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46667\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/ringcentral-for-microsoft-365-added-to-chrome.png\" alt=\"ringcentral for microsoft 365 added to chrome\" width=\"930\" height=\"641\" \/><\/p>\n<p>If the installation was successful, you&#8217;ll see the RingCentral dialer on the right side of the screen upon logging in to your Microsoft 365 account:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46668\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/RingCentral-dialer-on-Microsoft-365.png\" alt=\"\" width=\"930\" height=\"641\" \/><\/p>\n<p>If you can&#8217;t find it, you might have to expand the plugin by clicking the gray arrow and bar on the right:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46669\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/opening-RingCentral-scheduler-in-Outlook.png\" alt=\"opening RingCentral scheduler in Outlook\" width=\"930\" height=\"641\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Then you can log in as usual using the standard login that works for you.<\/p>\n<h2>What can I do with the RingCentral and Microsoft 365 integration?<\/h2>\n<p>As we mentioned, there are a lot of things you can do with this integration. Here are a few nifty features:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Make calls or send texts through the click-to-dial capability.<\/strong> Once you\u2019re logged in, you can use the click-to-dial function while you\u2019re in Microsoft 365. When you hover over a phone number\u2014on an email signature, for instance\u2014you\u2019ll see two blue icons that will allow you to make a call or text, like this:<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46670\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/Click-to-dial-on-RingCentral-for-Microsoft-365.png\" alt=\"Click-to-dial on RingCentral for Microsoft 365\" width=\"930\" height=\"641\" \/><\/p>\n<ul>\n<li><strong>Use the dialpad from your email.<\/strong> Use it to make calls straight from your email inbox without having to launch the softphone on the RingCentral app separately. You can also just type in a name and it&#8217;ll start pulling up information from your contacts.<\/li>\n<li><strong>Send <a href=\"https:\/\/www.ringcentral.com\/office\/features\/business-sms\/overview.html\" target=\"_blank\" rel=\"noopener noreferrer\">business SMS<\/a>.<\/strong> You can compose text messages and see the ones you\u2019ve sent and received, similar to the way texts are usually displayed on your cell phone.<\/li>\n<li><strong>Access your contacts instantly.<\/strong> You can view information in your RingCentral contacts just by typing in their name. It also allows you to view all your past conversations as well as call history, SMS, voicemail, and fax exchanged with each contact.<\/li>\n<\/ul>\n<p>If you&#8217;re looking for little things that&#8217;ll have a huge difference in your productivity, this is a great place to start. Having a click-to-call function and a dialpad that\u2019s ready for you anytime you want to make a call, plus the ability to send text messages and access contacts instantly while in your email inbox? You&#8217;d be surprised at how much time you can save.<\/p>\n<h2>What makes this integration different from the softphone feature on the RingCentral Phone for desktop or mobile app?<\/h2>\n<p>What makes this plugin stand out is that it seamlessly integrates your audio conferencing in RingCentral Meetings<sup>\u2122<\/sup> with your Microsoft 365 or Outlook<sup>\u00ae\u00a0 <\/sup>calendar. When you set up a new meeting or conference in RingCentral, it&#8217;ll also sync or pre-populate a new event on your Outlook calendar:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46671\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/Setting-up-a-meeting-using-RingCentral-for-Microsoft-365.png\" alt=\"Setting up a meeting using RingCentral for Microsoft 365\" width=\"930\" height=\"641\" \/><\/p>\n<p>Just go ahead and save the meeting you\u2019re trying to schedule as shown above. Once it\u2019s set up, you can start adding participants by just editing the meeting details on your calendar\u2014no need to copy or paste the information to another window.<\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<hr \/>\n<h2>What options do I have for making outgoing calls using the plugin?<\/h2>\n<p>Similar to using RingCentral through either the softphone or your mobile device, you have several options for making calls via the RingCentral and Microsoft 365 integration:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46672\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/one-calling-option-from-microsoft-outlook.png\" alt=\"one calling option from microsoft outlook\" width=\"930\" height=\"641\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46673\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/calling-option-2-from-outlook.png\" alt=\"calling option 2 from outlook\" width=\"930\" height=\"641\" \/><\/p>\n<p>You can also choose where you want to call from:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-46674\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/06\/calling-options-for-outlook.png\" alt=\"calling options for outlook\" width=\"930\" height=\"641\" \/><\/p>\n<ul>\n<li><strong>Custom phone.<\/strong> Say you\u2019re traveling or you\u2019re at home and you want to use your RingCentral number to make a call. All you have to do is type in the phone number associated with the device of your choice\u2014the next time you call using the plugin, it&#8217;ll use that phone but sync it to your chosen phone number.<\/li>\n<\/ul>\n<h2>Integrating RingCentral with Microsoft 365: fast <em>and<\/em> simple<\/h2>\n<p>With just a few clicks, you can set up your communications suite to seamlessly work with your office productivity suite. On top of easier outbound calling and quicker access to your contacts, messages, and call history, the app allows you to automate meetings and audio conferences by instantly creating events on your calendar.<\/p>\n<p>For more information about RingCentral for Microsoft 365 and other useful integrations, check out the <a href=\"https:\/\/www.ringcentral.com\/apps\/\">RingCentral App Gallery<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re using RingCentral already and you also use Microsoft\u00ae services like Microsoft 365 on a daily basis, you might&#8217;ve wondered how you can use these powerful tools together to boost your productivity even more. Well, good news: RingCentral has developed an integration that helps you do exactly that. It works perfectly with probably the &#8230;<\/p>\n","protected":false},"author":29,"featured_media":40565,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[],"class_list":["post-40553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Getting started with the RingCentral for Microsoft 365\u2122 integration | RingCentral Blog<\/title>\n<meta name=\"description\" content=\"A quick guide for setting up the RingCentral for Microsoft Office 365\u2122 integration, a productivity application available at the RingCentral App Gallery.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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