User guide
Microsoft 365 and identity connections
Looking for what it does rather than how to use it? Read the Microsoft 365 and Google overview .
Check the connection you need
| Connection | Scope | Starting plan |
|---|---|---|
| Organization Microsoft 365 | Directory, mailbox and supported organization workflows | MSP Growth / Organization Professional |
| Microsoft Teams | Supported ticket, asset and invoice notifications to configured channels | MSP Scale / Organization Business |
| Personal Outlook calendar | Individual calendar synchronization | No organization Microsoft 365 tier gate |
| Microsoft Entra ID or Google SSO | Organization-specific sign-in | MSP Scale / Organization Enterprise |
Administrator permissions, consent and external vendor licences still apply. A connection only enables the configured workflows for its organization.
Connect Microsoft 365
- Confirm the organization’s plan and your administration rights.
- Start the Microsoft connection and review the permissions requested.
- Have an authorized Microsoft administrator grant consent.
- Enable the required directory, mailbox or document-linking workflows.
- Review group-to-role mappings and mailbox routing before turning on synchronization.
- Test the configured workflow with an approved account or mailbox.
An organization connection is separate from a person’s Outlook calendar connection and from its single sign-on configuration. Check each relevant status rather than assuming one consent enables every feature.
Google options
Google single sign-on is implemented. Gmail-based supplier-invoice capture is a separate implemented mailbox workflow; it requires its own approved setup and permissions.
A broad Google Workspace connector covering directory synchronization, Calendar, Drive and general Gmail workflows is not available. Do not use the Microsoft instructions as a Google setup guide.
Troubleshooting
Check the connected organization, plan access, consent, enabled workflow and mailbox or group configuration. For email-to-ticket issues, check the mailbox-to-queue routing and reply settings. Contact support with the connection status and the affected workflow, excluding secrets and mailbox credentials.