RingCentral is a full voice-over-internet-protocol (VoIP) system providing communication methods like SMS texting and video conferencing. With higher service tiers, it also offers many useful business tools, including the RingCentral for Office 365 integration app. This powerful blend of RingCentral’s features in the Microsoft environment combines the convenience of both services for seamless communication.
RingCentral offers four tiers of service and starts as low as $19.99 per user, per month on an annual basis. The system comes standard with unlimited domestic calling, video conferencing, and file sharing. If you’re unsure about subscribing to RingCentral before trying it first, you can take advantage of a 15-day free trial.
Here’s how to connect RingCentral to Microsoft 365 (formally Office 365) using the RingCentral for Office 365 integration app:
1. Decide What You Need in a Phone System
A paid subscription to Microsoft 365 and RingCentral’s business phone service is required to use the integration. RingCentral’s higher service tiers have many additional features that your business may or may not find useful, so it’s worth comparing the plans side by side.
RingCentral offers pricing on a monthly or annual basis, with annual prices being up to 33% cheaper. Note that the RingCentral for Office 365 integration is only available with the three highest service tiers and is not available as a standalone service at this time.
RingCentral service tiers:
- Essentials: $19.99 per user, per month on an annual basis; $29.99 monthly
- Standard: $24.99 per user, per month on an annual basis; $34.99 monthly
- Premium: $34.99 per user, per month on an annual basis; $44.99 monthly
- Ultimate: $49.99 per user, per month on an annual basis; $59.99 monthly
During the COVID-19 pandemic, RingCentral is offering free services for healthcare, nonprofit, and education organizations. Check out their offer page for more details.
If you’re looking for a basic VoIP business phone system that will serve up to 20 users while also providing business SMS texting and unlimited calling in the U.S. and Canada, then RingCentral’s Essentials plan is a good fit. With a reasonable starting price of $19.99, it is also a cost-effective option for businesses on a budget.
However, more features are unlocked with higher service tiers, including the Office 365 integration. The higher the service tier, the more options you get, which include:
- Unlimited users
- 24/7 customer support
- Video conferencing for hundreds of users
- Unlimited internet faxing
- Auto-attendant services
Take the time to look at the many features that are included in RingCentral’s higher service tiers. You might find that some of them are too robust for your business needs, which will ultimately factor into the decision you make.
You can also learn more about the differences between the various plans and their benefits by visiting our RingCentral ultimate guide.
Once you’ve decided on the features that are the most valuable to you, signing up for a RingCentral account is easy and only takes a few moments. You can then access your RingCentral features via the mobile app as soon as you have an account. This allows you to tweak settings like configuring users and admins, extensions, and call routing options.
2. Install the Integration
Unfortunately, RingCentral does not automatically integrate with Microsoft 365. To connect your RingCentral and Microsoft 365 accounts, you must download an app. However, downloading and setting up the app’s integration should only take a few minutes.
Browse the App Gallery
Navigate to the RingCentral app gallery and find the RingCentral for Office 365 integration. Click the blue “Get it now” button. This works in a very similar fashion to downloading apps from the iOS and Android app stores. This will prompt you to enter your login credentials for RingCentral, which will then start the download process and guide you through installation.
Access RingCentral for Office 365 Within Microsoft Apps
Once the download process has completed, you can then access the integration. Within Microsoft 365’s various apps, the RingCentral Dialer will appear on the right-hand side of the page. There is no need to download anything further or install any software; the application is cloud-based, so it is now accessible from your Microsoft account.
3. Start Using RingCentral’s Features Within Microsoft 365
The RingCentral for Office 365 integration lets you make calls from whichever Microsoft 365 application you’re using, making it a convenient, time-saving business tool. Additionally, it can be used to send messages and manage your contacts. It also gives you access to many of RingCentral’s most versatile features, but on a smaller, more bite-sized scale.
Examples of how you can start using RingCentral and Microsoft 365 together include:
Set Up & Schedule Conference Calls
You can schedule a meeting from whatever Microsoft 365 application you’re using within the RingCentral for Office 365 integration. For example, if you are using Microsoft 365’s Outlook program, simply navigate to the Schedule Meeting tab and edit details like the meeting topic, the meeting date and time, and whether or not you’d like the meeting password protected. The RingCentral integration also gives you the option of scheduling the meeting either as an audio call or video conference.
Once you’ve configured all the details, click “Save in Calendar.” This will automatically create an appointment for you in your Microsoft 365 calendar app and send an invite out to any selected attendees, who can accept or decline your invite. If they accept, the meeting will also be added to their calendars.
Consolidate & Manage Contact Lists
It’s simple to navigate your contacts within the integration: Your RingCentral address book will automatically sync with the contacts saved in your Microsoft 365 address book, sparing you from having to maintain two separate address books. You can then easily search through your contacts list in the RingCentral portal by clicking on the Contacts icon.
Your contacts are listed in alphabetical order by first name. From here, you can click on the “i” icon to view any details about any selected contacts: their name, organization, email address, and so on. From this screen, you can view recent SMS messages, listen to any voicemails, and look at call and fax history between you and the selected contact. You can also update or delete any information within your selected contact.
Streamline Calls With Click-to-Dial
The click-to-dial function is a handy feature that cuts down significantly on misdials, and it can be used in all Microsoft 365 applications. Rather than manually enter a phone number yourself, RingCentral for Office 365 will turn all phone numbers within the Microsoft 365 interface into clickable links.
Anytime that a phone number is written in an email or otherwise displayed in a Microsoft application, like Outlook, you don’t need to do anything but click on it and confirm the call; the click-to-dial function will do the rest.
Centralize Multichannel Communication
In addition to helping you make phone calls, you can send voice messages, SMS text messages, or faxes to department groups, clients, and colleagues straight from the RingCentral for Office integration. Even better, RingCentral centralizes all of these communication channels, so you don’t have to toggle between additional messaging apps.
For example, to send a text, you don’t have to locate your mobile phone, navigate to the device’s built-in text messaging app, and copy and paste your contact’s phone number into the screen. Instead, simply click on the Messages icon from within the integrated RingCentral app and choose the “Compose text” icon. This lets you pick or manually enter a contact, compose your message, and send it off.
You can also view the messages that you’ve already sent and received. You will be notified of new messages via pop-up notification, similar to when you receive a text message on your cell phone.
Frequently Asked Questions (FAQs)
Does RingCentral have an app store?
Yes. It is called the RingCentral App Gallery and you can access it here.
What are the system requirements?
System requirements for RingCentral for Office 365 are as follows:
- Windows 7 and above or Mac OS X 10.8 Mountain Lion (or later)
- An active Microsoft 365 account
- Supported browsers: Chrome 69 or later; RingCentral for Office 365 is also compatible with RingCentral Video and RingCentral Meetings
With the RingCentral for Office 365 integration, it’s so much easier to manage your phone call volume, your contacts, and your messages. The integration offers you the convenience of making telephone calls, sending text messages, and listening to voicemails without needing to leave your Microsoft Office screen.
RingCentral’s rich selection of features and reasonable prices make it an ideal option for big or small businesses. The system also comes with a wealth of integrations with other business software. If you’re interested in trying the service first, check out the 15-day free trial for the first three service tiers.