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Microsoft365 Integration

Written by Judy Ann Vargas

šŸŽ“ Looking for hands-on guidance? Access our Microsoft 365 Integration Training Course to see step-by-step walkthroughs and interactive guides.

Tired of downloading, emailing, and re-uploading deal documents?

With Prodealā€™s Microsoft 365 Integration, you can open, edit, and collaborate on Word, Excel, and PowerPoint files directly inside your deal room. Keep everyone on the same page, eliminate manual uploading, and master version control and permissionsā€”all without ever leaving Prodeal.

How to Turn On the Microsoft365 Integration

  1. Click Account in the bottom-left corner and select Organization Dashboard.

  2. Click Features in the left sidebar. (If hidden, click the three-line menu in the top-left corner).

  3. Toggle the Microsoft 365 button to Active.

Once enabled, the integration becomes immediately available to all users across your organization.

āš” Note: Only Organization Admins can turn on this feature.


How to Open and Edit Documents

You can open a document directly from your file list or while previewing it.

Option A: From the File List (Quick Access)

  1. Hover over the document you want to edit.

  2. Click the Open button that appears on the right side of the file.

Option B: From the Document Preview

  1. Click on the file to open the preview window.

  2. Click the Open in Microsoft Word (or Excel/PowerPoint) button in the top-right corner.

Editing and Saving

  • Work in Real Time: A new browser tab will open with your file. Make your editsā€”all changes save automatically as you go.

  • Track Changes: If you need edits logged, switch to the Reviewing tab in Microsoft 365 and click Track Changes.

  • Automatic Versioning: Return to your deal room when finished. Your edits save back automatically as a new draft, marked by an updated version chip (e.g., V3) next to the file.

How to Manage Versions

Every draft remains logged in your version history so you can track progress or revert changes effortlessly.

  1. Click the version chip next to the file name to open the Version History menu.

  2. Click the three-dot icon beside any version to access these actions:

    • Preview: Opens the file in read-only mode.

    • Download: Saves a local copy to your computer.

    • Make Current Version: Restores an older file as the live, active version.

    • Delete Version: Removes the selected version permanently.

āš ļø Warning: Deleting a version cannot be undone. We recommend previewing the file first before permanently removing it.

Uploading External Edits

If you edited a file outside of Prodeal (e.g., offline desktop app), click Upload New Version at the bottom of the version window to attach your updated draft to the existing thread.

How to Control Who Can Edit

By default, Host Team members always have edit access. You can grant or restrict access for Guest Teams on a room-by-room basis:

  1. Inside your deal room, click Teams in the left sidebar.

  2. Locate the team you want to update and click Document Permissions.

  3. Toggle on Edit and upload new versionsĀ and click Save.

šŸ’” Tip: Teams start with view-only access by default. Revisit these settings whenever team rosters or deal stages change.

Also, permissions are set per team, one team at a time. Repeat these steps for every team that needs edit access.

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