Account Management with SharePoint brings together emails, documents, and conversations across Outlook, SharePoint, Outlook, and Teams so you can manage accounts more effectively and access records easily. Get help from colleagues in real-time.
How helps
Connect Client Emails with Teams Chats
By connecting Outlook emails with related Teams chats you can eliminate missed messages and achieve seamless external and internal communications.
Give All the Team All the Information
See all the relevant documents and messages across Outlook, SharePoint, and Teams, presented according to their subject or content and make more informed decisions.
Manage Records and Apply Retention Policies
Quickly and easily label documents of record and other sensitive emails with their retention requirements, so they can be found and deal with later.

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