Last updated: 2025-09-19
Integrations - Microsoft Office/Microsoft 365
Overview
SmartOffice integrates with Microsoft Office/Microsoft 365 to provide users with these features:
- Access to SmartOffice data: Access your SmartOffice contacts, activities, notes, documents, policies, investments, reports and more from within Office. If you use Windows, you can also access SmartOffice correspondence features from within the Word desktop app.
- Access to Office applications from within SmartOffice Pro: (Windows only) Launch Outlook, Word and Excel from SmartOffice to perform tasks like sending correspondence, posting e-mail, running reports and exporting data.
For current information about Microsoft Office/Microsoft 365 products, visit the Microsoft 365 website.
Tip: SmartOffice also integrates with Microsoft Exchange to provide contact and calendar sync. For more information, see Integrations - Microsoft Exchange.
Choosing the Right Integration
There are two SmartOffice integrations for Microsoft Office/Microsoft 365:
- SmartOffice for Microsoft 365: This is a set of add-ins compatible with the web and desktop versions of Outlook and Excel on Windows and macOS. Note that this is the only SmartOffice integration compatible with the new Outlook for Windows (find out which Outlook version you are using).
- Microsoft Plug-in for SmartOffice: This is a plug-in compatible with the Windows desktop versions of Outlook, Excel and Word. It requires Windows administrator rights to install. Note that this integration works only with the "classic" version Outlook for Windows; the new Outlook for Windows does not support plug-ins (find out which Outlook version you are using).
The following table provides a feature comparison of the two integrations. Depending on the Microsoft product versions you use and your particular needs, you may have the option of installing both (see Product Version Compatibility).
| Feature | SmartOffice for Microsoft 365 | Microsoft Plug-in for SmartOffice |
|---|---|---|
| View SmartOffice contacts, key relations, activities, tasks, notes, documents, policies, pending cases and investments in Outlook | ✔ | ✔ |
| Add notes to SmartOffice from Outlook | ✔ | ✔ |
| Run SmartOffice Dynamic Reports from Excel | ✔ | ✔ |
| Post e-mail messages and attachments from Outlook to SmartOffice | ✔ | ✔ |
| Add, edit and delete SmartOffice calendar activities and tasks from Outlook | ✔ | ✔ |
| Add contacts from Outlook to SmartOffice | ✔ | ✔ |
| Create SmartOffice correspondence from Word | ✔ | |
| Launch SmartOffice integrations from Outlook | ✔ | |
| View SmartOffice presale activities from Outlook | ✔ | |
| Post files to SmartOffice from Windows | ✔ | |
| Print labels on DYMO devices | ✔ | |
| Launch Office applications from SmartOffice for correspondence, data export, reports and more | ✔ | |
| Use with Microsoft Office web apps | ✔ | |
| Use on non-Windows platforms | ✔ |
Product Version Compatibility
The following table summarizes the compatibility of SmartOffice's integrations with Microsoft Office/Microsoft 365 web and desktop apps. Unless otherwise noted, both Windows and macOS are supported.
Note: If your Microsoft product version supports both integrations, you can install both. The integrations do not conflict.
| Microsoft Product Version | Office Web App Integration | Office Desktop App Integration |
|---|---|---|
| Microsoft 365/Office 365 | SmartOffice for Microsoft 365 (Outlook, Excel) | SmartOffice for Microsoft 365 (Outlook and Excel) Microsoft Plug-in for SmartOffice (Outlook\*, Excel and Word - Windows only) |
| Exchange Server 2016 and later | SmartOffice for Microsoft 365 (Outlook) | See rows below |
| Office 2016/2019 | N/A | SmartOffice for Microsoft 365 (Outlook and Excel) Microsoft Plug-in for SmartOffice (Outlook\*, Excel and Word - Windows only) |
\*The Microsoft Plug-in for SmartOffice is incompatible with the new Outlook for Windows. The plug-in works only with the "classic" Outlook for Windows (find out which Outlook version you are using).
Setup and Usage
For help with installing and using SmartOffice's integrations with Microsoft Office/Microsoft 365, select the appropriate link below.