Outlook / Microsoft 365 Integration

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Microsoft 365 integration is now available. Connect your M365 account to send emails from your Outlook identity and sync your calendar.

What it does

HARi integrates with Microsoft 365 via OAuth. Connect your M365 account in Settings > Connected Channels to send emails from your Outlook identity and sync your calendar.

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 to connect

1. Go to Settings > Connected Channels
2. Click Connect Microsoft 365
3. Authorize HARi via OAuth
4. Choose which features to enable (email, calendar, or both)
5. Select sync preferences

What data syncs

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

Alternative: SMTP

You can also send emails via SMTP using your Outlook/Microsoft 365 credentials:

1. Go to Settings > Email > SMTP
2. Enter Outlook SMTP settings (smtp.office365.com, port 587)
3. Use your Microsoft 365 email and password (or app password)