Microsoft 365
Each user connects their own Microsoft 365 mailbox and calendar, so the conversation and the record stop being two separate places. Email threads are matched to the contact and deal they belong to, and meetings appear against the right relationship. Because it is per user, nobody sees anyone else’s mail: the connection is yours, and the CRM only surfaces what relates to your work. That is what makes the unified inbox and the pre-meeting briefing useful rather than another thing to maintain.
What the Integration Does
Per-user mailbox connection, so nobody sees a colleague’s private mail
Email threads matched automatically to the right contact and deal
Calendar events linked to the relationship they belong to
Sent mail captured without forwarding or copying anything manually
Feeds the unified inbox and the pre-meeting briefing
What You Can Do With It
Keeping deal history complete without anyone logging emails by hand
Walking into a meeting with the last exchange already on the record
Handing over an account without the history sitting in one person’s inbox
Teams already standardised on Outlook who do not want to change habits
Ready to connect Microsoft 365?
Talk to us about setting it up, and what you want the CRM to do once your data is flowing.