FYI is deeply integrated with Microsoft 365 to deliver automation such as email auto-filing.
Business Standard is the minimum requirement.
The FYI Apps enable auto-filing of your emails from Outlook and make the key features of FYI available in every Microsoft 365 product that you have installed (eg. Word, Excel, Powerpoint)
There are two options for adding FYI Apps:
a. They can be added to your Practice Microsoft 365 Account, for both Outlook and Office. You must be a Microsoft 365 Administrator for your practice to complete this function on behalf of other users.
b. You can skip this step and immediately Start using FYI. In this instance, the FYI Apps must be added by individual users from within Office and Outlook. This can be used, for example, if you or a small group of users want to initially trial FYI.
When you click Start Using FYI, your FYI Dashboard will open, and you are underway!
Before getting started, please make sure you have completed the following steps to set up your computer:
- Install the FYI Add-ins for Office and Outlook
- Configure your OneDrive for use with FYI
- Prepare your browser for FYI
Refer to Optimising a computer for use with FYI.