
FYI now integrates with Microsoft Teams, a chat and collaboration platform for Microsoft 365 users.
What does this mean for FYI users?
You can receive notifications in Teams when you are assigned a task, a task you delegated has been completed or you are "mentioned" in a comment.
This is an alternative notification method to emails, and users can choose which notification method works best for them.
Who is this available for?
This integration is available to practices on the Pro plan.
To find out more, please visit Microsoft Teams.
Want to get started?
An FYI Admin will first need to:
- Download the FYI Integration Files.
- Add the FYI App to Microsoft Teams Admin Center and Microsoft Teams.
Refer to Integration with Microsoft Teams to find out how.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop