Connect the Microsoft tools your team already uses with Hanna CRM. Email, calendar, files and organizational sign-in become part of a connected workflow – with less switching between systems and more control in one place.
By connecting your Microsoft environment with Hanna, everyday productivity tools and user access become a natural part of your customer, sales and team workflows.
Customer communication, scheduled activities and files are available where your team already works with CRM data.
Important customer information is available alongside other Hanna data – from email history to planned activities and next steps.
Microsoft Entra lets employees sign in with their organization account and enables Entra groups to be mapped to Hanna roles and permissions.
Use Microsoft tools where they work best: Outlook for customer communication, Microsoft Calendar for selected Hanna tasks, OneDrive for file storage, and Microsoft Entra for sign-in and access management.
Once your Microsoft email account is connected, customer-related email communication can be linked to the relevant contacts and other records in Hanna CRM.
This lets you review previous conversations alongside other customer information and quickly restore context before a call, meeting or next action.
Less searching through Outlook – more relevant information where customer work actually happens.
Choose which Hanna task types you want to synchronize with Microsoft Calendar.
Relevant planned activities then appear in your Microsoft calendar alongside your other meetings and events.
You do not need to synchronize every Hanna task – you decide which task types are relevant to your workflow.
Connect OneDrive to Hanna and use it as the storage location for files uploaded through Hanna.
Files uploaded in Hanna are stored in the connected OneDrive rather than on Hanna servers. Your team can continue working with documents and files as part of Hanna workflows, while the actual files remain in your Microsoft environment.
This is especially useful for companies that already use OneDrive as their primary document and file storage platform.
Use Microsoft Entra to sign in to Hanna with your organization’s Microsoft account.
When a user signs in, Hanna can automatically create the user if no matching account exists and assign the appropriate Hanna role and permissions based on Microsoft Entra groups.
This makes user access and permission assignment more closely aligned with your organization’s Microsoft identity environment.
From customer emails and scheduled tasks to documents and employee sign-in, Microsoft tools can become a natural extension of everyday work in Hanna CRM.
Use your everyday Microsoft tools together with CRM – for customer communication, work planning, file storage and more streamlined employee access.
