Using the Outlook Integration

Guides for users: connecting a Microsoft 365/Outlook.com account, checking status, and working with calendar/contacts.

Prerequisites: - the administrator entered clientId/clientSecret under Integrations → Outlook and published the app in Azure, - your profile has a timezone and permissions to meetings/calls/contacts.

Available topics

• Connecting the account – secure OAuth2 connection and disconnection.
• Calendar and contacts sync – how the job works, what is synced, and when to use the “Push to Outlook” action.