Microsoft 365
Connect your Microsoft account for Outlook mail, calendar (meeting) sync and SharePoint, Teams and OneDrive files. Page: Integrations → Microsoft 365 (/microsoft365).
Connect
- Open Integrations → Microsoft 365.
- Click Connect Microsoft 365 and sign in with Microsoft.
- On return you see Microsoft 365 connected successfully, and the status shows Connected.
The Connection card shows when it was connected, the account, tenant, last refresh and the granted permissions (Show all). If something is wrong the status shows Connection error and the Last error.
Manage
- Reconnect: sign in again, for example after a permission change.
- Disconnect: asks Disconnect Microsoft 365? then Confirm.
- Run Diagnostics: opens a page that explains the cause and fix when connecting fails.
What you can do
- Search and browse SharePoint sites and document libraries.
- Browse Teams-connected document libraries and OneDrive for Business.
- Select PDF invoices and import them directly from Invoices → Extract (see Extract and upload). Results show imported, duplicate, skipped and failed files per file.
My Meeting Sync
Next to the connection, My Meeting Sync turns on syncing of your CRM activities to Outlook. It shows Last sent to Outlook and Last checked Outlook, and Sync Now runs it immediately. If the connection expired it asks you to reconnect.