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Microsoft 365 integration with Dalux Box

Dalux Box has integration with Microsoft 365. This makes it possible to read/preview Word documents, Excel workbooks, and PowerPoint presentations in Dalux Desktop without needing to download the documents first. Documents can be updated via the Microsoft 365 web client, and the document will update in Dalux, with Dalux keeping track of version history.

Table of contents

  1. How to set up Microsoft 365 integration in Dalux Box
  2. How to use Microsoft 365 integration in Dalux Box

How to set up Microsoft 365 integration in Dalux Box

 User rights

By enabling this Integration, you confirm and will ensure that all users of the integration have their own, individual Microsoft Office 365 account. Use of the integration is subject to the license terms the individual user has with Microsoft.

Activation needs to be done by a project administrator.

When the Microsoft office integration has been enabled by the project administrator in Box settings, the user needs to toggle whether they have a valid Microsoft 365 license under 'My settings', if they want to use the feature:

Activate Microsoft 365 integration

To activate Microsoft 365 integration, go to

Settings Box 'Microsoft Office for the web' 'Activate'.

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How to use Microsoft 365 integration in Dalux Box

When the Microsoft 365 Integration is active on the project, it is possible to open and view Word documents, Excel workbooks, and PowerPoint presentations.

It is also possible to edit these documents in the Microsoft 365 editor and changes will be saved to Dalux. Dalux will also update the version number of the document when changes have been made.

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The documents can be opened and viewed directly in Dalux. 

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The document can also be opened in Microsoft 365 by clicking 'Edit in Microsoft Office for the web' in the top menu. This will open a new tab on Microsoft's online platform.

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Changes made in Microsoft 365 save automatically. Multiple users can edit the same document at the same time. When users have the document open and then close it, Dalux will detect any changes made and automatically update the version number in Dalux. The different versions of the document can be seen in Dalux, by opening the document and clicking Versions.

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 Tips and tricks

The Dalux interface might need to be refreshed for the changes, made in Microsoft 365, to appear in Box. To refresh the page, use the -icon above the list view.

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