Integrating with Microsoft Applications
The Accolade Office Extensions add-in provides an integration between Accolade and the desktop versions of Microsoft 365 applications, allowing for more flexible project management, deliverable completion, template creation, reporting, and other tasks depending on your company needs.. Users can download documents directly to a Microsoft application, open and complete the necessary information, and then save the documents directly to Accolade, without having to navigate back to Accolade. Additionally, to enhance reporting functionality, Accolade Office Extensions allows users to create global or project-level reports in Excel that pull data from Accolade. These reports can be saved locally and accessed for individual use, or they can be uploaded to Accolade for reporting purposes.
In addition, the Accolade Office Extensions add-in provides an integration that allows Microsoft Project Professional or Project Standard users to create Microsoft Project plan templates and use them to manage projects in conjunction with a related Accolade project, for example, when adding or removing team members, assigning documents, or creating new Project tasks.
Accepted File Types
Accolade can integrate with the following Microsoft applications and file types.
- Excel - .xlsx, .xlsm, .xltx, .xltm
- Outlook - .msg
- PowerPoint - .pptx, .pptm, .potx, .potm, .ppsx, .ppsm
- Project - .mpp
- Word - .docx, .docm, .dotx, .dotm
Compatible Versions
The Accolade Office Extensions add-in is compatible with desktop versions of the following Microsoft applications:
- Excel - 2013, 2016, 2019
- Outlook - 2013, 2016, 2019
- PowerPoint - 2013, 2016, 2019
- Project Professional or Project Standard - 2016, 2019
- Word - 2013, 2016, 2019
Note: If your company's Accolade users are using these applications as part of the Microsoft 365 suite, they must have the applications installed locally. Accolade Office Extensions will not integrate with Microsoft 365 accessed solely online via subscription.