How to Integration Sage 50cloud with Office 365 Tenants

Integration Sage cloud with Office 365 Tenants

Accessing Microsoft data anywhere anytime is a big task for everyone. The solution is to merge the sage 50 cloud information which not only securely saves documents in one drive but also helps to remote meetings for every user. With sage 50 you are empowered to run your business in your way with more cloud connecting way of working.

Sage 50 cloud gives the power of Microsft office 365 to free up key data making it accessible to through the cloud. Below are some benefits for the same

  • It saves times and boosts the performance
  • Get powerful financial reporting in excel
  • Back up your data with one drive secured cloud backup
  • Upload and store receipts while everywhere with sage
  • Cloud backup access anytime
  • Easy to access the data from any mobile device
  • Access key business even when out of office
  • Increased productivity
  • Reduced time travel and expenses

Below Steps helps you to Activate the Microsoft Office Integration

Here some step by step instructions to activate the Microsoft Office Integration:

Step 1 – Install and Activate the Sage 50 cloud

  • Complete the installation preparation procedures
  • Install sage 50 cloud account
  • Open sage 50 cloud accounts, when asked enter the serial number and activation key
  • Now set up the company details in sage 50 accounts

After installing and activating the Sage 50 cloud accounts, follow the below steps to activate the Microsoft office 365 login.

Step 2 – Activate the Microsoft Office 365

  • Now open the get started with Microsoft Office 365 service email you have received
  • Click on get Started to activate the Office 365
  • Go ahead with the guidelines coming on screen till you reach “connect sage 50 accounts with office 365” step
  • Check the box with the information ” I’ll sync Sage 50 accounts data later “
  • Click Finish

Step 3 – Upload the Accounts Data

  • Open the sage 50 cloud accounts
  • Login using the manager username
  • Click on settings on the menu bar
  • Click on Company Preferences
  • Enter the password and click ok
  • Click Sage 50 cloud office 365
  • Now click on let’s get started
  • Now enter the Microsoft office 365 login and password
  • Click on Sign in
  • Click Accept when authorizing sage 50 windows comes
  • Click on upload now and click on OK

Conclusion

As most of you might be knowing, both Sage and Microsoft have enjoyed their respective growths in the similar timeline. Both the brands focus on the integrative relationship and how to develop it better. With the flexibility and expansion offered by Microsoft, Sage was quick to understand the potential for a successful partnership. This is all we have at the moment related to How to Integration Sage 50 Cloud With Office 365 Tenants. So, how did you find this article? Was it helpful? Do let us know in the space below and we would love to hear from you.

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Frequently Asked Questions (FAQs)

How to Sync Sage 50 with Office 365?

In order to do so, you need to:
1. Go to the Home window within the File menu
2. Now select Microsoft 365 Integration
3. Next click select Connect to Microsoft 365. 
4. Here Enter your Microsoft 365 account information 
5. Next click Sign in. 
6. Click Next and then Upload. Once complete, your Sage 50 company is now synched with your Microsoft 365 account.

How do I Add or Sync Users to Microsoft 365 in Sage 50?

In order to do this, you need to first check the version of Sage 50 Account that you have:
1. Start by launching the Sage 50 Accounts
2. Go to the menu bar and click Help
3. Next click About.
4. Within the Program Details, check the software version number.
5. Now Check for and install any available updates.
6. Finally after installing the update, re-sync your Sage 50 Accounts data

To Add User to Microsoft 365
1. Start by Signing in to Microsoft 365 with your administrator Office ID.
2. Now click the app launcher.
3. Next click on Admin.
4. After this click Add a user and enter the new user’s details.
5. Click Add, and if needed, amend the email address to receive the password.
6. Finally click Send email and close.

How do I Import Users into Office 365 in Sage 50cloud ?

In order to do so, you need to:
1. Navigate to the Microsoft 365 admin center at https://admin.cloud.microsoft.
2. Next Go to Users 
3. Now click on Active users, and select Add a user.
4. Within the Set up the basics pane, fill in the basic user information, and then click on Next
A. Name Fill in the first and last name, display name, and username.
B. Domain Choose the domain for the user’s account. 
C. Password settings 
D. The user should change their password after 90 days. Or you can also choose to Require this user to change their password when they first sign in.
E. Select if you want to send the password in email when the user is added.
5. WithIn the Assign product licenses pane, select the location and the appropriate license for the user. 
6. In case you do not have any licenses available, you can still add a user and buy additional licenses. Expand Apps and select or deselect apps to limit the apps the user has a license for. ‘
7. Now select Next.
8. WithIn the optional settings pane, expand Roles to make this user an admin. 
9. Likewise expand Profile info to add additional information about the user.
10. Lastly click on Select Next, review your new user’s settings, make any changes you like, then select Finish adding
11. Finally Close.

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