How to Use RingCentral With Microsoft 365

RingCentral is a telephone and video conferencing company that allows anyone to make calls from anywhere. Microsoft 365 includes the Office suite of apps, as well as Exchange Online mail, which can be connected with RingCentral via your phone number or through an account holder’s email address. This blog will help you get started on both platforms if you are interested in learning more about how they work together!

The “how to use ringcentral app” is a question that is asked often. The RingCentral app allows users to make and receive phone calls, send text messages, and manage voicemails from their computer or tablet.

How to Use RingCentral With Microsoft 365

Increase your company’s efficiency and cooperation by connecting RingCentral to Microsoft 365 (previously RingCentral to Office 365). Teams can set appointments and see client information in the same browser window after installing the RingCentral for Microsoft 365 app. Set up your integration and discover how to utilize RingCentral with Microsoft 365 by following the steps below.

1. Select a RingCentral Service Plan

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All RingCentral plans include RingCentral for Office 365, which is currently known as RingCentral for Microsoft 365. RingCentral’s plans also offer unlimited calls inside the United States and Canada, as well as visual voicemail and call forwarding.

If you’re not already a RingCentral customer and are looking for a voice-over-internet-protocol (VoIP) service that can expand with the size of your company and offers both calling and unified communications, fill out the form below to set up a time and date for RingCentral to contact you.

 

To take advantage of the RingCentral for Microsoft 365 connection, sign up for one of the following RingCentral plans:

  • Essential: $19.99 per month for each user
  • Standard: $27.99 per month for each user
  • Premium: $34.99 per month for each user
  • Ultimate: $49.99 per month for each user

The plans shown above are based on a yearly payment. Monthly plans, on the other hand, are available. Additionally, businesses with 100 or more users are eligible for bulk discounts. For more information on the packages and advantages, see our RingCentral review.

2. Install the RingCentral for Microsoft 365 app on your device.

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You may link your RingCentral account to your Microsoft 365 subscription after it’s been activated. The app is available in the RingCentral App Gallery and the Chrome Web Store. It’s a Chrome addon that requires Chrome 69 or above to operate. Then, to install the extension on your Chrome browser, click “Add to Chrome.”

3. Go to your Microsoft 365 account and sign in.

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In a browser window, sign in to your Microsoft 365 account. When you tap on the RingCentral extension, a pop-up window will appear, prompting you to input your RingCentral login credentials. The RingCentral and Microsoft 365 connectivity is complete after that.

How to Use Microsoft 365 with RingCentral

Several RingCentral functions may be accessible from inside Microsoft applications, enabling users to schedule meetings and make phone conversations without having to leave Microsoft Teams or Outlook. It’s time to discover how to get the most out of your RingCentral Microsoft 365 integration now that your accounts are linked.

Sync Contact Information

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It is inefficient to search through many address books for customer or vendor information. Fortunately, the connection synchronizes RingCentral and Microsoft 365 contact data. The data is stored in a single database where you can look for contacts or examine details like a person’s name, email address, and company.

Listening to voicemails, checking text messages, and changing contact information are all possible without leaving your contact list.

Schedule Video Meetings & Audio Conferences

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When you use the RingCentral Microsoft 365 connection, you won’t need to launch a second appointment scheduling tool. Instead, use the RingCentral for Microsoft 365 app, Outlook, Teams, or Microsoft chat discussions to schedule an appointment.

Simply hit the Schedule Meeting tab when speaking with a customer in Microsoft or replying to an email. You may then choose the meeting day and time, as well as a subject and optional password security, as well as the format.

Additionally, the “Save in Calendar” function adds an item to your Microsoft 365 calendar app and allows you to send invites to specific people. Meeting invitees have the option of declining the meeting time or accepting it and adding it to their calendar.

Communicate With Co-workers & Customers

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Teams can make calls and send messages whenever and wherever they choose with the RingCentral for Microsoft 365 app. Any number in Microsoft Outlook and Teams becomes a clickable link thanks to the connection. To make a new call, just touch the number.

Similarly, when using Microsoft Teams, you may write or initiate a video conference by tapping the text and meet icons. Incoming calls and messages are also shown in a pop-up notice, enabling consumers to answer calls directly from their smartphone.

Obtain Call Recordings

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In your RingCentral data logs, you may see a comprehensive record of missed, answered, and dialed calls. It centralizes information about all communication modalities, such as voicemails, phone calls, faxes, and SMS.

Use the Features of RingCentral

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Other VoIP functions are also supported by the RingCentral for Microsoft 365 app. Access to call history, rapid calls and SMS, integrated contacts, and active call controls are just a few of them. These may assist you improve your company calling and streamline your business procedures. You may also utilize your presence data to display your availability to team members, and it will appear on any devices that access your business phone service.

Active call controls are also supported by the app. Put your caller on hold, start a multi-party conversation, or transfer devices in the middle of a call without leaving the app.

Most Commonly Asked Questions (FAQs)

What system requirements are there to utilize RingCentral with Microsoft 365?

You may use a desktop computer running Windows 7 or Mac OS X 10.8 Mountain Lion (or later) to use the RingCentral for Microsoft 365 app. The app requires Chrome 69 or above to run as a Chrome extension. Users must also have an active Microsoft 365 account as well as a RingCentral account.

In Outlook, how can I set up a RingCentral meeting?

Under the home tab, locate the “Schedule a Meeting” button, fill the setup settings, then click submit to invite people. Participants may join the meeting by tapping on the RingCentral Meetings internet link (URL) shown in the location box. Your RingCentral Meetings app syncs with all of your planned meetings in Microsoft Outlook.

Is it possible to call 911 from my Microsoft 365 apps?

Yes. You may pick an Enhanced 911 (E911) location after RingCentral is connected to Microsoft 365. Microsoft 365 users may phone 911 while using Microsoft Teams or Outlook after completing this step.

Conclusion

Switching between communication applications reduces productivity and increases the risk of making mistakes or missing chances. The RingCentral for Microsoft 365 app, on the other hand, allows you to make a call or arrange a meeting directly from your inbox or while conversing with coworkers in Microsoft Teams. Additionally, its Chrome extension enables you to link your company phone system and team collaboration platform right away.

Start with a free trial if you want to learn more about the RingCentral phone system. During your trial, you may add up to five people and try out popular features to discover whether it’s a good match for your company.

RingCentral is a cloud-based business communications service that provides a phone system, voicemail, and other features. The app exchange allows users to download the RingCentral app on their Microsoft 365 account. Reference: ringcentral app exchange.

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