Microsoft 365

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

Outlook Integration

Connecting Outlook

Go to Settings > Integrations > Microsoft
Click Connect Outlook
Sign in with your Microsoft account
Grant the requested permissions
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:

Complete Outlook setup
Calendar permissions are included
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:

Enable Teams integration
Create meetings with Teams links
Join directly from Coherence

OneDrive Integration

Connecting OneDrive

Go to Settings > Integrations > OneDrive
Authorize access
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:

Enable SharePoint access during setup
Browse SharePoint sites
Link to documents and folders

Microsoft Contacts

Contact Sync

Sync your Outlook contacts:

Enable contact sync in Microsoft settings
Choose sync direction
Map fields between systems
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":

Clear browser cache
Try incognito/private window
Check with IT for app approval

"Admin consent required":

Contact your IT administrator
Request Coherence approval in Azure AD
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":

Disconnect integration
Reconnect with proper permissions
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:

Go to Azure Portal > Enterprise Applications
Add Coherence application
Configure user assignment
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

SOC 2 Type II
GDPR compliant
Microsoft Partner compliance

Revoking Access

To remove Coherence access:

Disconnect in Coherence settings
Go to Microsoft Account > Apps and services
Find and remove Coherence