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Microsoft 365

Email, calendar, files and in-browser document editing — over a single OAuth connection.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

What this integration does

  • Two-way email sync with near-instant updates
  • Two-way calendar sync with status display
  • OneDrive and SharePoint files linked to records
  • Word and Excel documents edited in the browser straight from the CRM
  • Notifications to a Microsoft Teams channel

How it is connected

No programming is needed. You enter the login details yourself, so they stay with you, and every data exchange is visible in the integration log with a timestamp, the response and the reason for any error.

  1. 01

    You need a Microsoft 365 account; shared mailboxes also need administrator permission

  2. 02

    In the settings you click "connect" and confirm in the Microsoft window

  3. 03

    Email and calendar start syncing within a few minutes

Where you will see it in the system

An integration is not a separate window — it changes what you see in your daily work. These are the areas where the change is biggest.

Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable. Email and telephony Every email and call is visible on the customer record — including the ones a colleague handled. Sales and pipeline No enquiry gets lost: it lands in the system and is given an owner automatically. Documents and e-signature A contract is signed with Smart-ID in a few minutes, straight from the customer record. Projects and tasks From the deal to the finished work and the invoice for it — with real time and materials. Service and sites Customer emails no longer disappear in a mailbox — they become tickets with an owner. People An expiring certificate or contract announces itself — the day before, not the day after. Platform and customisation The system adapts to your process rather than the other way round — fields, views and permissions included.

FAQ

Questions about this integration

Did not find your answer? Ask us

Will we have to give up Outlook?

No. The sync is two-way: wherever you write the email, it appears in both places.

Do shared mailboxes work?

Yes — info@, sales@ and the like. Connecting them may require Microsoft 365 administrator permission.

Can a Word document be edited without leaving the CRM?

Yes, through Microsoft Office Online — the document opens in the browser and is saved back.

Other integrations

Google Workspace Two-way Gmail and Google Calendar sync over OAuth, with a status page. Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Finvalda Product and customer sync, and document transfer into accounting. Robolabs Invoices, purchases, product import and PDF documents. Two accounts are supported — documents go to different accounting sets depending on the organisation. Enable Banking Bank statements are retrieved automatically over the open banking (PSD2) interface — payments match themselves against invoices. Montonio Payment links for invoices — bank links and cards. The link with a QR code goes straight into the invoice PDF.
All integrations

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