Connecting the Microsoft account

Each user connects their work/school account through the Microsoft identity platform (OAuth2). After connecting, tokens are stored and panels for calendar/contacts/mail become available.

Connection steps

1. Open Profile → External Accounts and click Outlook.
2. Sign in with your work (Microsoft 365) or personal Outlook.com account.
3. Approve the requested scopes (Calendar.ReadWrite, Contacts.ReadWrite, Mail.Send/ReadWrite, offline_access).
4. After redirect back to CRM you should see Connected and the calendar/contacts panels.

When the Outlook panel appears

On email-account details the panel is shown only in detail mode and only if host or SMTP host contains office365. or .outlook.com (see outlook:inbound-email-dynamic-handler).

Verify connection

• The external account shows active status and calendar/contact sync options.
• If the panel is missing, check the server host and that clientId/clientSecret are filled in the integration settings.
• On authorization errors, click Connect again – tokens will be overwritten.

Disconnecting

1. In External Accounts → Outlook click Disconnect (trash icon).
2. Tokens are wiped and the next sync job skips this user until reconnected.

Common issues

• Need admin approval – grant admin consent in Azure AD or publish the app for the tenant.
• redirect_uri_mismatch – paste the exact URI from admin (Integrations → Outlook → Redirect URI) into the app registration.