KamoCRM + Microsoft 365

Outlook, Calendar, OneDrive, and SharePoint integration

Overview

Full Microsoft 365 integration: Outlook email two-way sync, Microsoft Calendar booking and availability, OneDrive and SharePoint file attachments on CRM records, and Entra ID (Azure AD) SSO. Emails sent from Outlook log to CRM records automatically; Teams calls and meetings create calendar events. Works with all Microsoft 365 tiers from Business Basic through Enterprise E5.

Common use cases

Outlook email two-way sync

Emails from Outlook log to CRM contact records. CRM-sent emails thread in Outlook conversations.

Calendar availability and booking

Booking links show real Outlook calendar availability; booked meetings create events in your calendar and invite attendees.

SharePoint and OneDrive file attachment

Attach SharePoint site files or OneDrive documents to CRM records without duplication. Permission inheritance maintains access control.

Entra ID SSO

Single sign-on via Entra ID (Azure AD). Conditional access policies and MFA enforcement flow through.

Teams integration

Native Teams integration for meetings, chat notifications, and call logging (see Microsoft Teams page for details).

Setup

1Navigate to Settings → Integrations → Microsoft 365
2Sign in with your Microsoft 365 admin credentials
3Grant tenant-wide consent or per-user consent per your org policy
4Configure email sync scope and rules
5Set up SharePoint site mapping for file attachments
6Enable Entra ID SSO for the workspace
7Test with a known contact

What data syncs

Outlook email threads

Calendar events with attendees

SharePoint and OneDrive file references

Entra ID user directory (for SSO)

Teams meeting recordings

Outlook contacts

Distribution groups (for CRM segments)

Out-of-office status

Questions about Microsoft 365

Is this different from the Teams integration?

The Microsoft 365 integration covers Outlook, Calendar, OneDrive, SharePoint, and SSO. The Teams integration covers Teams-specific features (channels, chat notifications, calling). Both can be enabled together.

What Microsoft 365 tier is required?

Business Basic or higher for core features. SharePoint integration requires Business Standard+. Teams Phone integration requires a Teams Phone license.

How does Entra ID Conditional Access work with KamoCRM?

Conditional access policies (MFA enforcement, device compliance, network rules) apply at login. KamoCRM respects the auth token lifetime and MFA requirements.

Can we use Exchange on-premises?

Hybrid Exchange (on-premises + M365) is supported. Pure on-premises Exchange requires Exchange Server 2019 with EWS enabled; contact support for configuration.

Does it work with GCC or GCC High tenants?

GCC (Government Community Cloud) is supported on Enterprise tier. GCC High requires custom deployment; contact us for specifics.

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