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Microsoft 365

Connect Outlook, Microsoft Calendar, and OneDrive to Coherence

Integrations: 4 pages
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Available IntegrationsGoogle WorkspaceMicrosoft 365ZoomAll docs topics

Integrate your Microsoft 365 apps with Coherence for unified email, calendar, and file management.

Outlook Integration

Connecting Outlook

  1. Go to Settings > Integrations > Microsoft
  2. Click Connect Outlook
  3. Sign in with your Microsoft account
  4. Grant the requested permissions
  5. Configure sync settings

Supported Account Types

  • Microsoft 365 Business
  • Microsoft 365 Enterprise
  • Outlook.com (Personal)
  • Exchange Online
  • Hybrid Exchange (with proper configuration)

Permissions Required

Coherence requests:

  • Read and send email - Import, display, and send
  • Access calendars - Sync events
  • Access contacts - Contact sync

For organization accounts, your IT admin may need to approve Coherence in Azure AD.

Sync Options

Historical sync:

  • Last 30 days
  • Last 90 days
  • Last 6 months
  • Custom range

Folders to sync:

  • Inbox (default)
  • Sent Items (default)
  • Custom folders (selectable)

Email Features

Once connected:

  • Full email history on records
  • Send directly from Coherence
  • Automatic contact linking
  • Folder organization

Microsoft Calendar

Connecting Calendar

Calendar connects automatically with Outlook:

  1. Complete Outlook setup
  2. Calendar permissions are included
  3. Select calendars to sync

Calendar Sync

From Microsoft to Coherence:

  • View all events
  • Link attendees to contacts
  • Search event content

From Coherence to Microsoft:

  • Create events that sync back
  • Update event details
  • Delete events

Scheduling Features

  • Availability checking
  • Meeting room booking
  • Send invites from records
  • Automatic meeting logging

Teams Integration

For video meetings:

  1. Enable Teams integration
  2. Create meetings with Teams links
  3. Join directly from Coherence

OneDrive Integration

Connecting OneDrive

  1. Go to Settings > Integrations > OneDrive
  2. Authorize access
  3. Configure file handling

File Features

Attachments:

  • Link OneDrive files to records
  • Preview files in Coherence
  • Maintain OneDrive permissions

Sync folders:

  • Create record folders in OneDrive
  • Organize by module and record
  • Share with appropriate users

SharePoint Support

For SharePoint document libraries:

  1. Enable SharePoint access during setup
  2. Browse SharePoint sites
  3. Link to documents and folders

Microsoft Contacts

Contact Sync

Sync your Outlook contacts:

  1. Enable contact sync in Microsoft settings
  2. Choose sync direction
  3. Map fields between systems
  4. Start sync

Contact Groups

Distribution lists and contact groups:

  • Sync groups as Coherence tags
  • Create groups from Coherence
  • Maintain membership

Address Book

Access your organization's Global Address List:

  • Search company directory
  • Import contacts on demand
  • Keep contact data updated

Troubleshooting

Authentication Issues

"Sign-in failed":

  1. Clear browser cache
  2. Try incognito/private window
  3. Check with IT for app approval

"Admin consent required":

  1. Contact your IT administrator
  2. Request Coherence approval in Azure AD
  3. Retry connection after approval

Sync Problems

Emails not syncing:

  • Check folder selection
  • Verify sync date range
  • Review error logs

Calendar mismatches:

  • Check time zone settings
  • Verify calendar selection
  • Look for sync conflicts

Permission Errors

"Access denied":

  1. Disconnect integration
  2. Reconnect with proper permissions
  3. Request admin approval if needed

For enterprise deployments, work with your IT team to pre-approve Coherence in Azure AD. This streamlines connection for all users.

Admin Configuration

Azure AD Setup

For IT administrators:

  1. Go to Azure Portal > Enterprise Applications
  2. Add Coherence application
  3. Configure user assignment
  4. Grant admin consent

Conditional Access

Coherence works with conditional access policies:

  • MFA requirements
  • Device compliance
  • Location restrictions

Audit Logging

All access is logged:

  • Sign-in events
  • Data access
  • API calls

Security

Data Protection

  • OAuth 2.0 / OpenID Connect
  • No password storage
  • Microsoft Graph API
  • Encrypted connections

Compliance

  • Hosted on SOC 2 certified infrastructure
  • Microsoft Partner compliance

Revoking Access

To remove Coherence access:

  1. Disconnect in Coherence settings
  2. Go to Microsoft Account > Apps and services
  3. Find and remove Coherence

Related: Google Workspace | Available Integrations

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