Outlook Integration
Setting up Outlook#
OAuth 2.0~5 min setup
Sync your Microsoft 365 email and calendar with Coeffection. Emails auto-appear on contact timelines, outbound messages are sent from your Outlook address, and calendar events sync bidirectionally. Uses Microsoft Graph API via Azure AD OAuth for secure, scoped access.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Email sync (inbound) | Incoming Outlook emails matched to CRM contacts appear on the contact timeline | Supported |
| Email sync (outbound) | Send from your Outlook address inside the CRM — messages appear in your Sent Items | Supported |
| Calendar sync | Outlook calendar events sync bidirectionally with the CRM calendar | Supported |
| Folder selection | Choose which Outlook folders to sync (Inbox, Sent Items, custom folders) | Supported |
| Email threading | Conversation threads grouped by thread ID with full reply history | Supported |
| Rich text & attachments | HTML email formatting preserved; attachments up to 25 MB supported | Supported |
Before you begin
- ✓A Microsoft 365 account (Exchange Online) — on-premise Exchange is not supported
- ✓Admin role in Coeffection
Connecting Outlook
- 1Go to Admin → Integrations → Outlook and click Sign in with Microsoft.
- 2Authenticate with your Microsoft 365 account via the Azure AD OAuth popup.
- 3Review and grant the requested permissions: Mail.ReadWrite, Mail.Send, Calendars.ReadWrite.
- 4Select which Outlook folders to sync — Inbox and Sent Items are enabled by default; you can add custom folders.
- 5Choose your calendar sync direction: one-way (Outlook → CRM) or bidirectional.
- 6Emails from selected folders will auto-appear on contact and deal records as they arrive.
Admin → Integrations → Outlook — Folder Selection
Sync Folders
Calendar Sync
Troubleshooting
OAuth popup shows 'Need admin approval'▾
Your Azure AD tenant requires admin consent for new apps. Ask your IT admin to grant consent for Coeffection in the Azure portal under Enterprise Applications → Coeffection → Permissions → Grant admin consent.
Emails sent from CRM don't appear in Outlook Sent Items▾
Enable "Send from CRM" in Admin → Integrations → Outlook settings. This uses the Microsoft Graph API to send through your Outlook account directly, ensuring messages appear in your Sent Items folder.
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Enable "Send from CRM" in the Outlook settings panel to keep your Outlook sent folder in sync with emails sent through Coeffection. This ensures your sent history is consistent whether you send from Outlook directly or from the CRM.