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Connect Outlook, Calendar, Contacts, OneDrive, and SharePoint with full real-time sync.
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, contact import from your Outlook address book, OneDrive file linking, and SharePoint document library access. Contacts flow one way, from Outlook into Laureo; nothing Laureo holds is written back to your Outlook address book.
Open Settings → Integrations
Click "Connect Microsoft"
Review and accept the requested permissions
Return to the CRM
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: read your own auto-reply state, refreshed in the background on a six hour cycle that takes the oldest stored values first, so the CRM can tell you whether Outlook is currently answering for you, what it says, and when it ends. The assistant reports when the value it read was last refreshed. It is never shown next to a contact or in the composer.
- 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: requested once so Microsoft To Do access does not need a second consent later. Nothing you keep in Microsoft To Do is copied into the CRM, and no CRM task is created, changed or ticked off in Microsoft To Do. The permission is held so a two-way task sync can be switched on later without sending you back through consent.
- 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.
- User.Read, openid, profile, email, offline_access — sign-in identity and long-lived refresh tokens.
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.
When a booking 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.
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.
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, and linked files from the CRM. Your actual Microsoft 365 data stays in your Microsoft account.