Microsoft 365 (Outlook)

Each team member connects their own Microsoft 365 account: meetings go to their Outlook calendar with a Teams link, Outlook threads with clients sync to the client card, and email written in Lancer is sent from their Outlook.

Category: Calendar and meetings (“יומן ופגישות”) and Email
Connection: personal, each member connects their own account

What it does in Lancer

Meetings with clients and leads are created in your Outlook calendar with a Microsoft Teams link.
Outlook threads with your clients sync to the client’s card.
Email you send from Lancer goes out from your Outlook mailbox when Microsoft is your email default.

Connect

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Calendar and meetings (“יומן ופגישות”), find Microsoft 365 (Outlook) and click Connect (“חיבור”).

Get your credentials

This is a personal connection (“חשבון אישי”): every member connects their own account.

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.

Click Connect Microsoft (“חיבור Microsoft”) and approve the permissions.

Finish

If you connected both Microsoft 365 and Google, choose your personal default on the card.

What you need

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Sign in with Microsoft and approve the calendar, mail read and mail send permissions (Microsoft Graph). In the app: “חיבור Microsoft”.

Good to know

Team notifications always go out through the organization’s SMTP.

Vendor documentation