Microsoft 365
Connect supported Outlook email, calendars, contacts and OneDrive document links to your customer and operational records.
Features
Email and calendar
Work with connected Outlook mailboxes and calendars.
Contacts in context
Import supported Microsoft contacts into your CRM workflow.
Linked documents
Connect OneDrive documents to relevant records with the appropriate permissions.
How it connects
Your Microsoft tenant may require administrator consent. Access follows the connected account and configured permissions.
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Related capabilitiesConfiguration
Availability depends on your enabled modules, agreement, connected services and permissions. We agree the configuration and any provider requirements with you during deployment.
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What can I do with Microsoft 365?
Connect supported Outlook email, calendars, contacts and OneDrive document links to your customer and operational records. Work with connected Outlook mailboxes and calendars. Import supported Microsoft contacts into your CRM workflow. Connect OneDrive documents to relevant records with the appropriate permissions.
How is this connection set up?
Your Microsoft tenant may require administrator consent. Access follows the connected account and configured permissions.
How do I confirm the right integration scope?
Talk to us about the workflow, source account permissions and information you want to connect. We agree the supported features, configuration and provider requirements before deployment.
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