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  • MAIL MANAGEMENT
    • Mail in Daylite - Early Access
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  • Integrating with Apple Mail
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  • Build Relationships
    • Segmenting Your Contacts
    • Making a Prospecting List
    • Capture, Track and Share Conversations
    • Remember the Details About the People You Meet
    • Tracking Your Referrals
    • Staying Top of Mind and Keeping in Touch
    • Staying on Top of Follow Ups
    • Organizing Meetings with External Invitees
  • Close More Deals
    • Capturing New Business
    • Following Up With Prospects
    • Organizing the Moving Pieces in a Deal
    • Using Opportunities Board
    • Tracking How Many Deals Are in Your Pipeline
    • Tracking Stages with the Opportunities Board
    • Tracking Your Close Rate on Deals
    • Tracking Your Lead Source
    • Streamlining Your Sales Process
    • Tracking Deals by Size
    • Use a Data Driven Sales Approach
    • Printing Address Labels for Mailing Letters
  • Execute on Projects
    • Staying on Top of Due Dates
    • Organizing All the Moving Pieces
    • Stop Things from Falling through the Cracks
    • Using Projects Board
    • Starting a New Project
    • Streamlining Your Projects
    • Track and Execute the Next Steps for your Projects
    • Using the Worklist to Focus on Your Top Priorities Today
  • Scale Your Business
    • The Hiring Process, Onboarding New Employees and Daylite
    • Organizing Your People into Teams
    • Delegating Tasks
    • Controlling Who Can See and Edit Information
    • Document and Share Decisions with Your Team
    • Two-Factor Authentication
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  1. MAIL MANAGEMENT
  2. Add Mail Account

Office 365

PreviousGmailNextOutlook

Last updated 28 days ago

Add your Office 365 account to Daylite.

  1. Go to Daylite > Settings > Mail > Mail Accounts and select Add Mail Account.

  2. Next, select Office 365 from the list of account types.

  3. Enter the email address of your Office 365 account.

  1. Microsoft will ask if you are trying to sign into Daylite. Select Continue.

  1. Choose a Description and Name for your account to identify it, then click Save.

Reminder:

If you are setting up a Microsoft Exchange account please contact your email Administrator or your email service provider for more information regarding IMAP server settings.

These details are required to set up your Exchange account in Daylite Mail.