MyMembershipManager offers integration with office 365 to help with setting up groups and scheduling meetings.
You can link your Microsoft 365 by going to your user profile, which can be accessed from Dashboard > Profile.
Click the MS 365 Permission tab.
If you have more than one charity set up in your organisation, select which charity this link is for from the Charity dropdown menu.
You will need to enter your tenant ID which can be found in your office 365 account. You can find information on how to do this further on in the article.
Enter your MyMembershipManager login password into the password box.
Click button ‘Connect to Microsoft 365’. You should now be connected.
To find out how to start assigning 365 accounts to existing members and users, scroll down to find the related section.
To find your Microsoft 365 Tenant ID, you will first need to log in to your 365 account at office.com
Once logged in, click the symbol shown below in the top left-hand corner of the screen:
A menu will drop down with all the different Microsoft 365 application options as shown below:
Click the Admin option.
On the left-hand side of the admin centre, you will see a toolbar with several menu options. Click the button with three dots that reads ‘Show all’
Then, scroll down and click ‘Azure active directory’
On your dashboard, you will see a tile with the name of your organisation on top and ‘Azure AD’ at the bottom, which will look like this:
Click on this tile.
You will then be given an overview of the information on your account. Beneath the name of your organisation, you will see the Tenant ID. There is a small ‘copy’ button next to this, which will allow you to copy the ID to your clipboard.
You can then paste this into the Tenant ID field on your MyMembershipManager profile when connecting your Microsoft 365 account on the MS 365 Permission tab.
Once you have entered this and connected to Microsoft 365, you can begin assigning 365 accounts from your organisation.
To begin using MyMembershipManagers’ integration with Microsoft 365 to its full potential, you will need to assign any existing 365 accounts within your organisation to their corresponding member records or user accounts.
Go to your profile from Dashboard > Profile.
Click the MS 365 Members tab.
You will see a list of all the members in your organisation. At the bottom of the list, you will see any Users that you have created as well, including your own user account.
Make sure to first assign your own user account your own Microsoft 365 existing member profile from the dropdown menu. This will enable you to create Teams groups and send out meeting invites.
Once you have done this, you can assign any other existing members to their corresponding 365 record from the list. If a member needs to be included but is not yet part of your Microsoft 365 organisation, you can click the New+ button next to them.
This will create a new 365 account for them.
If you have any groups set up in MyMembershipManager (read more about how to set up groups here) you can set them up as their own group in Microsoft Teams. This will enable group members to communicate online in Teams chats, and also to set up any Teams meetings online. To create a group in Microsoft teams:
Go to the Groups page by selecting Groups from the menu options at the top of the page.
Select the group that you would like to create a Microsoft teams' group for.
Click the ‘Microsoft teams’ tab.
Click the button that reads ‘Create in Teams+’ and this will set the group up in Microsoft Teams.