Overview

Connect your Professional Services Automation (PSA) platform to Optimize365 to streamline Microsoft 365 security management across all of your client tenants. Optimize365 is built for MSPs managing many Microsoft 365 environments, and integrates with the platforms MSPs and MSSPs already use — PSA, RMM, Microsoft 365, CIPP, and other industry-standard systems — to streamline operations, improve visibility, and enable automation across your service stack.

Why Connect Your PSA

Optimize365 uses your existing PSA client data to automatically discover and connect to your Microsoft 365 tenants. This lets you scan and manage security across your entire client base without configuring each tenant by hand.

How It Works

1. Optimize365 securely connects to your PSA platform.
2. Client tenant information is imported automatically.
3. Optimize365 establishes connections to each Microsoft 365 tenant.
4. Security scans run across all environments.

Available PSA Integrations

• ConnectWise Integration
• HaloPSA Integration
• Autotask (API user setup and connection)

Other Integrations

• CIPP Integration

Related Articles

• Getting Started
• Generate Client Login Consent Share Link