Microsoft Dynamics 365 CRM + Microsoft Office 365 Integration

Integrate Microsoft Dynamics 365 CRM to Microsoft Office 365 in one click, or tell Integrately AI how you want each contact handled. Sync contacts, schedule calendar events, send follow-up emails, and update your records automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Microsoft Office 365 Integration

Capture leads, sync contacts, schedule calendar events, send follow-up emails, and update records, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Microsoft Office 365 integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Microsoft Office 365 + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Microsoft Dynamics 365 CRM integration, anytime a new Microsoft Office 365 contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Microsoft Office 365 flow

Connect your automated workflows with CRM, team communication, and marketing platforms to streamline operations. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Microsoft Office 365
+
SalesforceSalesforce (5)
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HubspotHubspot (5)
+
Microsoft TeamsMicrosoft Teams (5)
+
SlackSlack (5)
+
MailchimpMailchimp (5)
+
CalendlyCalendly (5)
M
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Add every new Microsoft Dynamics 365 CRM contact to Microsoft Office 365, and create a matching record in Salesforce.
New Microsoft Dynamics 365 CRM contacts appear in Microsoft Office 365 and Salesforce automatically, keeping your sales and CRM records perfectly aligned.
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When an email is received in Microsoft Office 365, update the lead in Microsoft Dynamics 365 CRM, and log the activity in Salesforce.
Incoming Microsoft Office 365 emails update your Microsoft Dynamics 365 CRM lead status and log activity in Salesforce without manual tracking.
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When a Microsoft Dynamics 365 CRM contact is updated, sync the changes to Microsoft Office 365, and update the record in Salesforce.
Contact updates in Microsoft Dynamics 365 CRM instantly refresh Microsoft Office 365 and Salesforce so your entire team sees current details.
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Use ChatGPT to summarise Microsoft Office 365 emails, create a case in Microsoft Dynamics 365 CRM, and log a note in Salesforce.
Use ChatGPT to extract key points from Microsoft Office 365 emails, create support cases in Microsoft Dynamics 365 CRM, and log notes in Salesforce.
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When a Microsoft Dynamics 365 CRM lead is created, send a welcome email via Microsoft Office 365, and create a follow-up task in Salesforce.
New Microsoft Dynamics 365 CRM leads receive an immediate Microsoft Office 365 welcome email while Salesforce schedules a follow-up task.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Microsoft Office 365

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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What can you automate with Microsoft Dynamics 365 CRM + Microsoft Office 365?

Streamline your customer relationship management by automating contact syncs, email notifications, calendar scheduling, and record updates between your core platforms.

What you can automate?
🔄
Sync contacts between Microsoft Dynamics 365 CRM and Microsoft Office 365
Automatically create a contact in Microsoft Office 365 whenever a new contact is added in Microsoft Dynamics 365 CRM, ensuring your address book and CRM stay perfectly synchronised.
📋
Capture every detail from form submissions and leads
Map all available lead fields and contact attributes across Microsoft Dynamics 365 CRM and Microsoft Office 365 instead of just basic names and email addresses.
🔔
Notify your team the moment a new record arrives
Alert team members via Microsoft Office 365 emails or calendar notifications as soon as new leads or contacts are registered in Microsoft Dynamics 365 CRM.
🔀
Route records based on submitted criteria
Apply conditional logic to direct specific Microsoft Dynamics 365 CRM leads or Microsoft Office 365 emails to different follow-up sequences based on criteria.
✏️
Keep records updated across both platforms
Ensure that whenever contact details or customer records are modified in Microsoft Dynamics 365 CRM, the matching Microsoft Office 365 entries update automatically.
🔍
Prevent duplicate entries with smart lookup
Search existing records before creating new ones in Microsoft Dynamics 365 CRM or Microsoft Office 365, eliminating redundant data entries.
📅
Handle calendar and communication status changes
Trigger automated updates in Microsoft Dynamics 365 CRM whenever Microsoft Office 365 calendar events end or email messages are received.
💬
Extend your workflow with Slack team notifications
Connect your core Microsoft Dynamics 365 CRM and Microsoft Office 365 automation to Slack so your entire department stays informed of important updates.
And much more...

Who is Microsoft Dynamics 365 CRM + Microsoft Office 365 integration for?

Connect Microsoft Dynamics 365 CRM and Microsoft Office 365 to eliminate manual data entry, streamline communications, and keep your customer records synchronised across teams.

Data and reporting analysts
Data and reporting analysts
Customer support leads
Customer support leads
Client account managers
Client account managers
Sales operations teams
Sales operations teams
Inside sales representatives
Inside sales representatives
CRM administrators
CRM administrators
📊
Data and reporting analysts
You're tracking customer metrics and sales performance in Microsoft Dynamics 365 CRM, but your calendar and communication logs in Microsoft Office 365 only update when someone manually exports records, so the metrics you review are always outdated — with this integration, every contact syncs instantly and your reports stay fully current.
Customer support leads
You're managing urgent client inquiries in Microsoft Office 365, but your support cases in Microsoft Dynamics 365 CRM only update after manual reviews, so response times lag behind expectations — automating both apps means every email and case syncs immediately and your team acts on issues without delay.
🤝
Client account managers
You're coordinating project communications in Microsoft Office 365, but client profile updates in Microsoft Dynamics 365 CRM get missed during busy weeks, leaving stakeholders out of the loop — connecting these apps means every interaction is logged instantly and progress is always transparent.
📈
Sales operations teams
You're handling high volumes of inbound leads across Microsoft Dynamics 365 CRM, but manual calendar scheduling and email follow-ups in Microsoft Office 365 cannot keep pace with the influx — this integration means every lead triggers instant communication and your workflow runs without bottlenecks.
🎯
Inside sales representatives
You're depending on marketing teams to hand over new leads in Microsoft Dynamics 365 CRM, but outreach emails in Microsoft Office 365 are sent late due to manual handoffs — automating both apps means every new lead triggers immediate email outreach and you pick up the conversation right away.
🗂️
CRM administrators
You're maintaining customer histories in Microsoft Dynamics 365 CRM, but missing calendar events and unlogged emails in Microsoft Office 365 leave recurring gaps in client records — with this integration, every communication is captured automatically and your database remains complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Microsoft Office 365

Build and manage your Microsoft Dynamics 365 CRM + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Connect Accounts
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Microsoft Office 365?
Frequently Asked Questions
You can easily connect Microsoft Dynamics 365 CRM to Microsoft Office 365 using 1-click automation or Integrately AI. It also connects with apps like Salesforce, Hubspot, and Slack. Get started in minutes.
Can I automatically sync new Microsoft Dynamics 365 CRM contacts to Microsoft Office 365?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Microsoft Office 365?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM affect Microsoft Office 365?
Frequently Asked Questions
Can Microsoft Office 365 calendar events trigger actions in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Microsoft Office 365?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Microsoft Office 365 With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to customer success, analytics, and billing tools to manage sales pipelines.
Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with project management, communication, and document tools to keep team workflows connected.