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I Cannot See the Microsoft Tab in Clio When Syncing It With Microsoft Teams

Objective:

  • Sync Microsoft Teams with Clio
  • Find out why the Microsoft tab is not showing

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

To set up this integration, you need a subscription to a Microsoft 365 Business or Microsoft 365 Enterprise account and be an Administrator in both Microsoft 365 and Clio Manage. Please acquire Admin permissions or have the Admin set up the integration.

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