> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lancer-erp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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.

> [!NOTE]
>
> **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

**1. Open the integration**

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

**2. Get your credentials**

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

**3. 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.

**4. Next**

Click **Connect Microsoft** ("חיבור Microsoft") and approve the permissions.

**5. Finish**

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

## What you need

**Your Microsoft account** `string`

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](https://docs.lancer-erp.com/integrations/smtp.md).

## Vendor documentation

> [card] [Microsoft 365 (Outlook) documentation](https://learn.microsoft.com/en-us/graph/overview)
>
> The official docs, at learn.microsoft.com.


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