Connect Outlook, Calendar, Contacts, To Do, OneDrive, and SharePoint with full real-time sync.
Overview
What gets synced when you connect a Microsoft 365 account.
Connecting Microsoft 365 enables full feature parity with our Google integration: real-time Outlook email push (~5 second delivery), two-way calendar sync, Microsoft Teams meetings on booking links, contacts and Microsoft To Do bidirectional sync, OneDrive file linking, and SharePoint document library access.
Connecting your account
1
Open Settings → Integrations
Click your profile menu, then Settings, then Integrations in the left rail.
2
Click "Connect Microsoft"
You will be redirected to Microsoft's consent screen.
3
Review and accept the requested permissions
You can uncheck individual permissions if you want to skip optional features.
4
Return to the CRM
Your account is now connected. Email push notifications activate within seconds.
Permissions explained
Each permission powers a specific feature and you can decline individual ones on the consent screen.
Mail.ReadWrite — display your inbox, mark messages read/archived, send mail, and create drafts.
MailboxSettings.Read — show "out of office" badges next to contacts who are also Microsoft 365 users.
Calendars.ReadWrite — read calendar events into the activity timeline, push CRM activities back as events, create Teams meetings on bookings.
OnlineMeetings.ReadWrite — generate standalone Teams meeting links from messaging and ad-hoc share buttons.
Contacts.ReadWrite — bidirectionally sync your Outlook personal contacts with the CRM person directory.
People.Read — surface relevance-ranked contact suggestions in compose autocomplete.
Tasks.ReadWrite — sync CRM tasks with Microsoft To Do when you opt in per task.
Files.ReadWrite — attach OneDrive files to CRM records and create folders.
Sites.Read.All — (admin-consent) attach files from your organization\'s SharePoint document libraries.
New mail surfaces in the CRM inbox within ~5 seconds via Microsoft Graph subscriptions. We register a push subscription on /me/messages when you connect; Microsoft notifies our webhook on every change and we run an incremental delta sync.
Subscription health
Subscriptions auto-renew every 6 hours via a background cron job. If a subscription is unexpectedly removed (password change, MFA, account disabled), our lifecycle endpoint catches the event and recreates a fresh subscription on the next renewal pass.
Teams meetings on bookings
When a scheduling page is configured to use Microsoft Teams as its meeting location, every booking produces a real Teams meeting via Microsoft Graph. The join URL appears in the confirmation email and the attached .ics file.
Work or school accounts only
Microsoft Teams meeting creation is not available on personal Microsoft accounts (outlook.com / hotmail.com / live.com). The Teams option in the scheduling page editor is disabled for those accounts.
SharePoint document libraries
SharePoint access requires tenant-admin consent (it is an admin-restricted permission). If you are a tenant admin, click "Authorize SharePoint for the org" in Settings → Integrations to grant access tenant-wide. Once granted, every user in the same tenant can attach SharePoint files without further prompts.
Disconnecting your account
Clicking "Disconnect" stops every Graph subscription remotely (so we no longer receive push notifications), purges the in-memory email body cache, and deletes synced emails, calendar events, contacts, todo entries, and linked files from the CRM. Your actual Microsoft 365 data stays in your Microsoft account.