Microsoft 365 integration

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.

Desktop App

The information in this section relates to a pre-release version of ContactsLaw and is not representative of the final product.

1. Open the Subscription tab ("My Subscription").
2. Under Settings, Deployment, locate the "Microsoft 365 Tenant ID" setting.
3. Log in to Microsoft Entra and copy your Tenant ID from the Overview page.
4. Paste the Tenant ID into the Desktop App.
5. Locate the "Microsoft 365 Consent" setting and click the "Edit value..." link. This will open a web browser.
6. 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).