Document Management

Microsoft 365

Microsoft 365

With the Microsoft 365 integration you can:

Open Word, Excel, and PowerPoint files in the Microsoft 365 experience

Edit and save a new version of your Word, Excel, or PowerPoint back to Procore

Co-authoring with multiple people is supported on the same file

Integration Summary

Office for the web enables you to view and edit Excel, PowerPoint, and Word files directly in your browser without needing to download the file first.

How it works

Upload a Word, Excel, or PowerPoint file into the Documents tool. Once you login to your Microsoft Office account, you can edit files stored directly in Procore without having to download them first.

Integration Requirements
  • You will need an Microsoft 365 business account with a valid Microsoft 365 subscription and Word, Excel, and PowerPoint enabled for the account
  • Microsoft recommends the following browsers for editing files online: Which browsers work with Office for the web
Required Procore Tools
  • Documents
Helpful Links

What's the difference between Microsoft 365 and Office 2019
Microsoft 365 for business FAQ
Microsoft 365 Login
Procore Microsoft 365 FAQ

About Procore

Procore helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communications and documentation. This real-time data and accessibility minimize costly risks and delays—ultimately boosting profits.

Using our award-winning suite of project management tools, over a million registered Procore users across the globe manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.

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