Using Shared/Global Contacts from Office 365

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In this instruction, we are going to show you how to create shared/global contacts within Office 365 and how to use Office SMS to select them.

 

To make sure Office SMS works with Office 365:

  • You will have to set up an account within Office 365
  • You will need access to both Web client and desktop Outlook as an administrator.

Please note Office SMS will work with desktop Outlook ONLY.

1. Log into your Office 365 account online

2. Log into Outlook desktop by using the same credentials as step 1

 

Create shared/global contacts

This requires an administrator access to your Office 365 account

1. Click “Admin” icon

2. Click “Contacts”

3. Click “+” as indicated below to create new global contacts

4. Enter details and click “Create” to save

Outlook is an email client. To make sure your contact can be displayed in Office SMS, please enter email address

5. Highlight the contact you need to add mobile number and click “Edit contact”

To be able to send text messages to contacts, please enter mobile number.

6. Click “Edit more properties”

7. Go to “Contact Information” and enter mobile number, click “Save” after editing

 

Select Shared/Global Contacts from Office SMS

1. Run Office SMS

2. Click “To…” as indicated to open up Outlook address book

3. Under “Address book”, select “Contacts”

4. To select a contact, just double click on it, then click “OK”

Want us to set it up for you?

Get in touch with our team and we will get back to you as soon as possible!

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