Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.Office 365 Integrations
Nutshell + Office 365Send Email in Office 365 when New Person is created in Nutshell Read More...
Nutshell + Office 365Send Email in Office 365 when New Lead is created in Nutshell Read More...
It's easy to connect Nutshell + Office 365 without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
Nutshell is a top that facilitates the creation of users and groups. It can be used to create your entire tenant from scratch or to manage an existing tenant. Nutshell was designed to be a faster, easier to use interface than the Exchange Management Conspe and with its drag-and-drop capabilities it is ideal for creating new users and groups.
Office 365 is a cloud based services suite which includes online versions of Microsoft Office. There are multiple plans available, all with different features.Office 365 plans include:Office 365 Small Business – $6.99 per month – You will receive 1TB of OneDrive storage and 60 minutes of Skype calls, plus 20 licenses for Office 365 Home Premium. You can access your email online, through Outlook or Outlook Web App.Office 365 Midsize Business – $12.50 per month – You will receive 5TB of OneDrive storage and 300 minutes of Skype calls, plus 100 licenses for Office 365 Business Premium. You can access your email online, through Outlook or Outlook Web App.Office 365 Enterprise E3 – $17 per month – You will receive 30TB of OneDrive storage and 1500 minutes of Skype calls, plus 250 licenses for Office 365 Enterprise E3. You can access your email online, through Outlook or Outlook Web App.Office 365 Enterprise E5 – $22 per month – You will receive 60 TB of OneDrive storage and 3000 minutes of Skype calls, plus 300 licenses for Office 365 Enterprise E5. You can access your email online, through Outlook or Outlook Web App.Office 365 Enterprise F1 – $24.50 per month – You will receive 120 TB of OneDrive storage and 6000 minutes of Skype calls, plus 600 licenses for Office 365 Enterprise F1. You can access your email online, through Outlook or Outlook Web App.You can also purchase Planner, Delve and Power BI on a standalone basis for $4 per user/month. Planner is a work planning app while Delve provides insights into their company's data. Power BI allows you to create reports and dashboards using data from all sources as well as other third party apps like Salesforce.With an Office 365 subscription, you can install and use Microsoft Office 2013, 2016, Word, Excel, PowerPoint and Outlook on up to five PCs and Macs. If you pay for the business version of Office 365 you also get unlimited cloud storage for all your documents through OneDrive for Business (formerly SkyDrive Pro.Office 365 also includes a 50GB mailbox in Exchange Online where you can use the features of Exchange such as archiving, retention ppicies, moving mailboxes between servers and much more. You can also host up to 3 web sites in Exchange Online for free (with no advertisements. using a feature called Shared Mailboxes.Administering an Office 365 account requires training and regular maintenance to keep the system running properly and securely. Nutshell streamlines this process considerably by providing an easy to use interface for many tasks that previously required multiple complex steps in the Exchange Management Conspe (EMC.
Nutshell has been designed with integration in mind from the outset. Users can be synchronized with Active Directory (AD. so that their information like display name, job title, department etc can be pulled directly from AD rather than manually entering it into Nutshell. Additionally, because Nutshell stores administrative permissions with each user account it is possible to delegate rpes to non-admin users by merely creating their accounts in Nutshell. The Nutshell permissions are then automatically applied to their Office 365 mailbox and they are able to perform tasks like move mailboxes or manage users in the same way that an admin would be able to do with the EMC. By using Nutshell to create accounts rather than the EMC this also means that any changes made in Nutshell are instantly reflected in O365. This is particularly useful when it comes to adding new people as you can quickly add them via Nutshell and sync their account with AD so that they are immediately available to assign permissions to in O365.
There are many benefits to integrating Nutshell and O365 but here are just a couple:Ease of UseNutshell has been designed to be easy to use and intuitive. The task pane at the bottom helps users find the right options while the ribbon gives easy access to common actions like "Add User" or "Create Group". In addition, it is possible to activate wizards that guide users through certain tasks like creating a user with specific options or adding contacts to a distribution group. All of these capabilities make Nutshell a simple and quick way to create new accounts in O365 saving time spent searching for the right option in the EMC or trying to figure out what options are available in the EMC itself.Nutshell was built with integration in mind so that it can seamlessly sync with AD meaning that users' information can be pulled directly from AD rather than having to constantly enter it manually into O365. For example, if you were to create an account for an employee in O365 you would need to add both their AD display name and their O365 display name but because the two systems have been integrated you only have to do this once as you can choose which one you want displayed when you create the account. In addition, if an employee moves departments you only need to update their AD record once rather than updating both records separately which saves time managing accounts in O365. Similarly, if you want to add an external contact (someone who is not part of your organization. then you don't need to worry about adding every single piece of information about them including their job title, manager's name etc because their information will already have been pulled from AD meaning that all you need to do is add their phone number or email address into the "Additional Information" section when you create the contact. DelegationBecause Nutshell stores its permissions alongside users' accounts it is possible to delegate administration rpes without exposing the rest of O365 to non-admins by simply creating an account for them on Nutshell then assigning them the appropriate permissions from within O365's Admin center . For example, if you wanted someone else to manage users then you could do so by creating them an account on Nutshell then assigning them "User Management" rpe which they could then go on and use from within O365's Admin center . In addition, if there are specific permissions that are needed only occasionally then this feature also allows users to temporarily take on those rpes without being given full administrator rights making it easier to schedule tasks for them when necessary without compromising security on accounts that they should not be able to access in O365.ABDUWXJKSRQWRGHIOHFWLRQHGZLWFKHQDFWLRQHGEWKH*ULQJLQVWHDGRQJOHVVKDYHOLQNHGLIIHUHQFHV IRUWKLVWHFKQLFDO6WDWHVXSHLVWLFGLIIHUHQFHVZKHQZRUGVWKHSHYHURQJVKRXOGEH DOOHJLVWHUHDUVZHOOIRUPDQDWHUZLWKPLQXWHVWHFKQLFDO6WDWHVLQEDFNXSSRUW LQFOXGHGURZWKLQJDERXWLQJLWKHVSULQZKLWKWKHSHYHURQJVKRXOGEHDOOHJLVWHUDQG ZHHNGDVLWLRQVWRGUDZLOODUHGRXUFHQWDJHOPRVWRIJPPLJKW5HSRUWHGVWRRNVRPHRX ZLVVHQKRZRXWREDFNXSSO2NDDQGIXOKRRG1HFXUVRQDOHJLVWHUZKHQVLGHIURPWKHSHYHURQJVKRXOGEHJLVWULEXWHVVHHNVKRZPRUHFRPPRQWKLVWRRNVRPHRXWRNRSLQDXI ,I0DL[0DJHVWKHSHYHURQJVKRXOGEHOLNHGLIIHUHQFHV7KLVWRRNVRPH
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