Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Follow the instructions below to check if you are logged into Microsoft 365 on your computer. To use the FYI Add-In, you must be signed into Microsoft 365 using the same account connected to your FYI user account.
Check your Microsoft 365 sign-in status
- Open Outlook, Word or Excel on your desktop.
- Open an existing email, document or spreadsheet, or create a new one.
- Depending on the Microsoft 365 application you are using, select one of the following:
- In Word or Excel, select File - Account.
- In Outlook, select File - Office Account.
- Review the details displayed under User Information.
Understand your sign-in status
- If you are signed in, the Sign Out link displays under User Information.
- If you are not signed in, the Sign In link displays under User Information.
Sign in to Microsoft 365
- Select the Sign In link.
- In the Sign in pop-up, enter your Microsoft 365 email address and password. This should be the same Microsoft 365 account connected to your FYI user account.
- If prompted to stay signed in, select the appropriate option for your practice.