Microsoft SharePoint and Microsoft Outlook are two of the most popular tools professionals and businesses use for collaboration and productivity. While each has its unique features and benefits, there are many advantages to connecting and synchronizing the two applications. This blog will explore the prerequisites and steps to add and sync Microsoft SharePoint and Microsoft Outlook.
Overview of Microsoft SharePoint and Microsoft Outlook
SharePoint is a Microsoft cloud-based collaboration and document management platform. It enables teams to share, store, and collaborate on documents and other data. On the other hand, Microsoft Outlook (a personal information manager) allows users to organize and manage emails, contacts, tasks, and calendars.
Benefits of Adding and Syncing SharePoint and Outlook
Integrating SharePoint and Outlook can provide users with a range of benefits. These include improved collaboration, enhanced productivity, and greater accessibility. By connecting SharePoint and Outlook, users can quickly and easily access their documents and emails from one central location. Additionally, users can sync and share calendar events, tasks, and contacts across both applications, eliminating the need for manual data entry.
Prerequisites for Adding and Syncing SharePoint and Outlook
Before adding and syncing SharePoint and Outlook, users must ensure that their system meets the requirements. To add and sync SharePoint lists with Outlook, users must have a system running a supported version of Microsoft Windows and Office. Additionally, users must have an active Office 365 subscription and access to SharePoint.
Microsoft Office 365 Subscription
Integrating SharePoint and Outlook requires users to have an active Office 365 subscription. An Office 365 subscription gives users access to the latest versions of Microsoft Office, including PowerPoint, Word, Excel, and Outlook. It also provides users access to Microsoft’s cloud storage and collaboration platform, SharePoint.
Access to SharePoint
To add and sync SharePoint lists with Outlook, users must have access to SharePoint. Accessing SharePoint requires users to have an active Office 365 subscription, and users must be assigned the correct permissions by their organization’s IT administrator.
Step-by-Step Guide for Adding and Syncing SharePoint and Outlook
The first step in adding and synchronizing SharePoint and Outlook is to launch Microsoft Outlook. To do this, users can either click the Outlook icon on their desktop or select the Outlook program from the Start menu.
Select the Edit Tab
Once Outlook is open, users can select the Edit tab at the top of the window. This will open a list of options, including the SharePoint Lists option.
Select the SharePoint Lists Option
Next, users can select the SharePoint Lists option from the list of options. This will open the SharePoint Lists dialog window.
Select the List to Sync
In the SharePoint Lists dialog window, users can select the list they wish to sync with Outlook. Users can choose a list of available options or create a new list.
Set Sync Options
Once the list has been selected, users can then set the sync options. The sync options determine how often the data in the list is updated and how it is displayed in Outlook.
Click the “Add” Button
Finally, users can click the “Add” button to add the list to Outlook. This will add the list to the Outlook window, allowing users to view and manage their data from one central location.
In conclusion, adding and syncing SharePoint and Outlook is a simple process. To add and sync the two applications, users must ensure that their system meets the requirements, has an active Office 365 subscription, and has access to SharePoint. Once these prerequisites are met, users can add and sync SharePoint and Outlook by launching Outlook, selecting the Edit tab, selecting the SharePoint Lists option, selecting the list to sync, setting the sync options, and clicking the “Add” button.
By connecting and synchronizing SharePoint and Outlook, users can enjoy the many benefits of enhanced collaboration, productivity, and accessibility. Whether you’re a professional or a business, connecting and syncing SharePoint and Outlook is an effective and efficient way to manage your data.
Miles Morgan is a Boston-based author with a particular interest in technology and its potential to change the world. He has been writing since he was a child and his work has been published in various magazines and newspapers.