Microsoft 365 (Outlook Mail + Calendar)
Microsoft 365 (formerly Office 365) integrations work similarly to Google's - OAuth-based, per-user, with two-way calendar sync and outbound email routing.
Outlook Calendar
Go to Settings → My Profile → Calendar Settings
Click "Connect" next to Outlook
Sign in to your Microsoft account
Approve calendar permissions
Save
Two-way sync: bookings flow both directions
Reads your busy times across multiple Outlook calendars
Updates and cancellations sync within a few minutes
Outlook Email
Go to Settings → My Profile → Email Settings
Click "Connect Outlook"
Sign in and grant permission
Outbound emails from Conversations route through your Outlook account
NOTE — Microsoft licensing variations
Some enterprise Microsoft tenants disable third-party OAuth by default. If you get a permission-denied error, ask your IT admin to allow the Intellivizz CRM (or LeadConnector) app in your Microsoft Entra ID admin center.
Microsoft Teams
Teams meeting links can be auto-generated for calendar bookings if you've connected Outlook Calendar. The first time a customer books a meeting with you, Intellivizz CRM uses your connected Microsoft account to generate the Teams link and includes it in the confirmation email.
