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Microsoft Office 365 + Morningstar AdviserLogic Integrations

How to connect Microsoft Office 365 + Morningstar AdviserLogic

Zapier lets you send info between Microsoft Office 365 and Morningstar AdviserLogic automatically—no code required.

When this happens...
Microsoft Office 365Microsoft Office 365
Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

automatically do this!
Morningstar AdviserLogicMorningstar AdviserLogic
Add/Update AdviserLogic Diary Event From Microsoft Google Calendar

Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.

Supported triggers and actions

What does this mean?

How Microsoft Office 365 + Morningstar AdviserLogic Integrations Work

  1. Step 1: Authenticate Microsoft Office 365 + Morningstar AdviserLogic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

Related categories

  • Email
  • Microsoft

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About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

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