Outlook / Microsoft 365 Integration
import { Aside } from ‘@astrojs/starlight/components’;
What it will do
Section titled “What it will do”The Outlook integration connects your Microsoft 365 account to HARi, bringing email and calendar into the CRM.
Planned features
Section titled “Planned features”Email:
- Send emails from HARi using your Outlook address
- Incoming emails from CRM contacts appear on their timeline
- Full thread sync between Outlook and HARi
- Email tracking (open notifications)
Calendar:
- View Outlook calendar events in HARi
- Create meetings from CRM records (auto-fill attendee emails)
- Meeting outcomes logged as activities on contact records
- Two-way sync: changes in Outlook reflect in HARi and vice versa
How it will work
Section titled “How it will work”- Go to Settings > Integrations > Microsoft 365
- Click Connect with Microsoft
- Authorize HARi via OAuth
- Choose which features to enable (email, calendar, or both)
- Select sync preferences
What data will sync
Section titled “What data will sync”| Direction | Data |
|---|---|
| HARi to Outlook | Sent emails, created calendar events |
| Outlook to HARi | Incoming emails, calendar events with CRM contacts |
| Bidirectional | Email threads, meeting updates |
Current alternative
Section titled “Current alternative”You can send emails via SMTP using your Outlook/Microsoft 365 credentials:
- Go to Settings > Email > SMTP
- Enter Outlook SMTP settings (smtp.office365.com, port 587)
- Use your Microsoft 365 email and password (or app password)
Request early access
Section titled “Request early access”Want to be notified when the Microsoft 365 integration launches? Contact us to join the early access list.