Objective:
- Determine which Microsoft 365 plan is required for the Contact and Calendar Sync?
- Which Microsoft Microsoft 365 subscription should I purchase to integrate with Clio?
Environment:
- Clio Manage
Additional Information:
- Related Article: How To Check Your Microsoft 365 Subscription Type
- Microsoft 365 was formerly known as Office 365
- For Clio Outlook Email Add-in questions, please reference this article: Clio's Outlook Add-in For Office365 and Outlook.com
Answer:
To sync OneDrive with Clio, you must have one of the following Microsoft Business or Enterprise plans:
-
- Microsoft 365 Business Basic
- Microsoft 365 Business Standard
- Microsoft 365 Business Premium
- Microsoft 365 Enterprise
To use the Clio Outlook Add-in, you must have one of the following Microsoft Business or Enterprise plans:
-
- Microsoft 365 Business Basic
- Microsoft 365 Business Standard
- Microsoft 365 Business Premium
- Microsoft 365 Enterprise
To sync Contacts and Calendars between Office 365 and Clio, you must have one of the following Microsoft Business or Enterprise plans:
-
- Microsoft 365 Business Basic
- Microsoft 365 Business Standard
- Microsoft 365 Business Premium
- Microsoft 365 Enterprise
To connect Microsoft Teams with Clio, you must have one of the following Microsoft Business or Enterprise plans:
-
- Microsoft 365 Business Basic
- Microsoft 365 Business Standard
- Microsoft 365 Business Premium
- Microsoft 365 Enterprise