Configure integration with Outlook, Microsoft 365, and SharePoint
Applies to: All
You can integrate the Microsoft Cloud for Healthcare solutions with other Microsoft 365 products, such as Outlook, Microsoft 365 mailboxes, and Microsoft SharePoint.
Add context to your emails in Microsoft Outlook
You can use Dynamics 365 App for Outlook to tap the power of the healthcare solutions while using Microsoft Outlook on the desktop, web, or tablet. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a record such as a patient or care plan.
More information: Dynamics 365 App for Outlook documentation
Sync emails to Dynamics 365 to enable full visibility
Enable your care teams to see their emails and meetings in the context of their patients and care plans.
To learn more about connecting Dynamics 365 apps with Microsoft 365 mailboxes, go to Connect to Exchange Online in the Microsoft Power Platform admin guide.
Share and view documents from within Dynamics 365
You can store and manage documents in the context of a patient or care plan by using Microsoft SharePoint to share, manage, and collaborate efficiently. Because the documents are stored on SharePoint, users who aren't running the app can directly access the documents with appropriate permissions.
To learn more about integrating with SharePoint, go to Set up SharePoint integration in the Power Platform admin guide.