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Setting Up the Microsoft 365 Integration

  1. Ensure you are logged in to your Microsoft 365 business account.
  2. Install the app from the Procore Marketplace. See Install an App from the Procore Marketplace for additional information. You must have company admin permissions to install an App from the Marketplace.
  3. In Procore, select a document via the Documents tool.
  4. Use the "Open in" button to open the file in the corresponding Office application. Here is an example using a Word file.