AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to enable sending and capturing email, calendar sync, and contact sync features from within the CRM.

To set your firm Email and Calendar provider as Microsoft 365:

1. Navigate to Settings > Firm Profile > Firm Preferences.
2. Click Edit in the upper right to make changes to the settings.
3. Set the Email Configuration > Provider Setup drop-down to Office365.
4. Click Save in the upper right to confirm your changes.

No further setup is needed at the firm level. You will be immediately prompted to begin your Microsoft 365: User Setup. All other firm users will receive the same prompt on next login.