Microsoft 365 integration: Difference between revisions
No edit summary |
No edit summary |
||
| Line 15: | Line 15: | ||
* Account with access to the [https://entra.microsoft.com/ Microsoft Entra admin center]. | * Account with access to the [https://entra.microsoft.com/ Microsoft Entra admin center]. | ||
¹ Some limited functionality may be possible using a personal Microsoft account; however, this is not recommended. | <small>¹ Some limited functionality may be possible using a personal Microsoft account; however, this is not recommended.</small> | ||
== Configuration == | == Configuration == | ||
Before you can begin using the integration features, you will need to configure them. This involves obtaining the unique identifier that Microsoft assigns to your organisation ("Tenant ID") and granting consent to ContactsLaw on behalf of your organisation. | Before you can begin using the integration features, you will need to configure them. This involves obtaining the unique identifier that Microsoft assigns to your organisation ("Tenant ID") and granting consent to ContactsLaw on behalf of your organisation. | ||
=== Granting Consent === | |||
In the [[Desktop App]]: | In the [[Desktop App]]: | ||
# Open the ''[[Subscription]]'' tab ("My Subscription"). | # Open the ''[[Subscription]]'' tab ("My Subscription"). | ||
| Line 30: | Line 31: | ||
=== Next Steps === | === Next Steps === | ||
Specific integration features, such as email/calendar synchronisation, require [[Member|members]] to opt-in and provide their additional details (i.e. their Microsoft account email address). | Specific integration features, such as email/calendar synchronisation, require [[Member|members]] to opt-in and provide their additional details (i.e. their Microsoft account email address). | ||
== Importing Emails == | |||
ContactsLaw can periodically check for new messages with a [[matter]] reference in the subject line and upload them automatically. Messages can be marked for bulk import by adding a category or moving them to a special folder monitored by ContactsLaw. If the matter cannot be identified, the messages will be uploaded to a [[contact]] instead. | |||
== Calendar Sync == | |||
ContactsLaw can synchronise [[Task Item|task]]/[[Calendar Item|calendar]] items to (and, optionally, from) Outlook on a per-[[member]] basis. | |||
== Drafting Emails == | |||
The [[Desktop App]] leverages ContactsLaw's external checkout functionality to draft emails using Outlook. Whenever you open an email (<code>.eml</code> document) for editing, ContactsLaw copies it to your Drafts folder and then opens the draft message in Outlook. | |||
When you check in your changes, ContactsLaw uses the latest copy of the message (whether sent or unsent) from Outlook. | |||
== OneDrive Sharing == | |||
You can share a range of Microsoft Office formats by checking them out to OneDrive. ContactsLaw provides an interface to grant access to one or more [[Contact|contacts]] who can view or edit the document online. | |||
When you the document back in, ContactsLaw applies any changes that were made in OneDrive. | |||
Revision as of 12:33, 1 July 2025
ContactsLaw offers several features that integrate with Microsoft 365 (formerly Office 365).
These include:
- Importing emails from members' mailboxes
- 2-way calendar/task synchronisation
- Drafting emails using Outlook
- Sharing documents with external parties using OneDrive
- Add-ins for Outlook and Word
Requirements
In order to use the Microsoft 365 integration features, you will need the following:
- Microsoft 365 Business or Enterprise subscription. Personal accounts are not supported¹.
- Account with access to the Microsoft Entra admin center.
¹ Some limited functionality may be possible using a personal Microsoft account; however, this is not recommended.
Configuration
Before you can begin using the integration features, you will need to configure them. This involves obtaining the unique identifier that Microsoft assigns to your organisation ("Tenant ID") and granting consent to ContactsLaw on behalf of your organisation.
Granting Consent
In the Desktop App:
- Open the Subscription tab ("My Subscription").
- Under Settings, Deployment, locate the "Microsoft 365 Tenant ID" setting.
- Log in to Microsoft Entra and copy your Tenant ID from the Overview page.
- Paste the Tenant ID into the Desktop App.
- Locate the "Microsoft 365 Consent" setting and click the "Edit value..." link. This will open a web browser.
- Follow the prompts to grant consent to ContactsLaw. When complete, close the web browser and return to the Desktop App.
Next Steps
Specific integration features, such as email/calendar synchronisation, require members to opt-in and provide their additional details (i.e. their Microsoft account email address).
Importing Emails
ContactsLaw can periodically check for new messages with a matter reference in the subject line and upload them automatically. Messages can be marked for bulk import by adding a category or moving them to a special folder monitored by ContactsLaw. If the matter cannot be identified, the messages will be uploaded to a contact instead.
Calendar Sync
ContactsLaw can synchronise task/calendar items to (and, optionally, from) Outlook on a per-member basis.
Drafting Emails
The Desktop App leverages ContactsLaw's external checkout functionality to draft emails using Outlook. Whenever you open an email (.eml document) for editing, ContactsLaw copies it to your Drafts folder and then opens the draft message in Outlook.
When you check in your changes, ContactsLaw uses the latest copy of the message (whether sent or unsent) from Outlook.
OneDrive Sharing
You can share a range of Microsoft Office formats by checking them out to OneDrive. ContactsLaw provides an interface to grant access to one or more contacts who can view or edit the document online.
When you the document back in, ContactsLaw applies any changes that were made in OneDrive.