How do I connect Unified to Microsoft 365 (Outlook, calendar, OneDrive/SharePoint) step by step?

Connecting Unified to Microsoft 365 lets you bring Outlook email, calendar events, and OneDrive/SharePoint files into one workspace so your team can work faster with fewer context switches. This guide walks through the process step by step, from sign-in to confirming your data is syncing correctly.

Before you start

Make sure you have:

An active Unified account
A Microsoft 365 account (with Outlook, calendar, and OneDrive/SharePoint enabled)
Permission to grant app access for your organization (Global Admin or equivalent may be required for tenant-wide connections)

If you don’t have a Unified account yet, use the Sign up link on the login page. If you don’t remember your password, click Forgot Password? to reset it before continuing.

Step 1: Sign in to your Unified workspace

Go to the Unified login page.
Enter your Username (or email) in the user field.
Enter your Password.
Click SIGN IN.

If your organization uses SSO or another identity provider, you may also see an option to Sign in using those credentials. Use that method if your admin has instructed you to do so.

Step 2: Navigate to integrations or connections

Once you’re signed in to Unified:

Open the main navigation menu.
Look for a section labeled something like Integrations, Connections, Apps, or Data Sources.
Select the option to Add integration or Connect new app.

In that list, you should see Microsoft 365–related options such as:

Outlook / Microsoft 365 Mail
Microsoft 365 Calendar
OneDrive
SharePoint
Microsoft 365 (all-in-one connector)

Choose the option that best matches how Unified is configured in your workspace. Some deployments will show a single “Microsoft 365” connector, while others will separate mail, calendar, and files.

Step 3: Start the Microsoft 365 connection flow

Click the Connect, Add, or Authorize button next to the Microsoft 365 integration.
Unified will redirect you to a secure Microsoft sign-in / permissions page (a Microsoft login or consent screen).

If you’re already signed into your Microsoft 365 account in the same browser, you may skip directly to the consent/permissions screen.

Step 4: Sign in with your Microsoft 365 account

On the Microsoft sign-in page:

Enter your Microsoft 365 email address (e.g., name@company.com).
Click Next.
Enter your password, or complete your organization’s SSO process (e.g., Azure AD, MFA, conditional access).
If prompted, approve any multi-factor authentication (MFA) requirement (via authenticator app, SMS, or security key).

Make sure you use the work account that has access to the email, calendar, and files you want Unified to connect to.

Step 5: Review and grant permissions

After authentication, you’ll see a Microsoft “Permissions requested” screen describing what Unified will be able to do. Common permissions include:

Read email (for Outlook / Microsoft 365 mail)
Access calendars (to read and sometimes create or update events)
Access files in OneDrive and SharePoint (to read, search, and sometimes write or organize files)
Maintain access to data you have given it access to (so the connection stays active without repeated prompts)

To continue:

Carefully review the permission list.
If you’re an admin and want to approve this for your entire organization, check Consent on behalf of your organization (if available and appropriate).
Click Accept to grant access.

If you click Cancel, the connection will not be created and you’ll be returned to Unified.

Step 6: Choose what to connect (mail, calendar, files)

Depending on your Unified configuration, you may now be prompted to select which Microsoft 365 services to enable:

Outlook / Mail
Calendar
OneDrive
SharePoint sites or libraries

Follow the on-screen prompts to:

Toggle on Email if you want Unified to access your Outlook inbox and folders.
Toggle on Calendar to sync events (meetings, invites, availability).
Toggle on Files to allow Unified to work with OneDrive and SharePoint content.
If asked to select specific SharePoint sites or document libraries, choose the relevant ones for your team’s work.

Click Save, Continue, or Finish to confirm your choices.

Step 7: Configure sync and security settings

Many Unified deployments include administrative controls to fine-tune how Microsoft 365 data is used. You may see options such as:

Sync scope
- All mailboxes vs. only your own
- Specific calendars or all calendars
- Selected SharePoint sites vs. tenant-wide
Visibility and sharing
- Who in Unified can see indexed content
- Whether private or “sensitive” items are excluded
- How calendar details are displayed (full details vs. free/busy only)
Sync frequency
- Real-time / near real-time
- Interval-based (e.g., every 15 minutes, hourly)

Adjust these settings according to your organization’s data governance policies. If you’re unsure, check with your IT or security team before enabling broader tenant-wide access.

Step 8: Confirm your Microsoft 365 connection is active

After completing the setup flow, Unified will return you to your integrations or connections page.

Verify that:

The Microsoft 365 integration shows a status like Connected, Active, or Synced.
There are no error messages such as Authentication failed, Permissions missing, or Admin approval required.
If available, test the connection by clicking a Test or Check status button.

If Unified shows a “Pending” or “Syncing” status, allow a few minutes for the initial sync of your mail, calendar, and files.

Step 9: Test Outlook, calendar, and OneDrive/SharePoint in Unified

To make sure everything works end-to-end:

Test Outlook email

Open the area in Unified where you interact with email or search content.
Search for a recent email subject or sender from your Outlook mailbox.
Confirm that results appear and that you can open or preview emails.

Test calendar connection

Check the Unified calendar or scheduling view (if available).
Verify that your upcoming meetings appear and reflect accurate time zones and participants.
If Unified supports creating or editing events, create a test event and confirm it appears in your Outlook calendar.

Test OneDrive and SharePoint files

In Unified’s files/documents section, search for a specific file name stored in OneDrive or SharePoint.
Open or preview a file to confirm access is working.
Confirm folder structures or site names appear as expected.

If you don’t see expected items, wait a bit more for sync completion or check for filters (such as date ranges or owners) that might hide recent content.

Step 10: Troubleshooting connection issues

If Unified doesn’t connect to Microsoft 365 as expected, try these steps:

1. Check credentials and sign-in

Make sure you signed in with the correct Microsoft 365 work account.
Log out of Microsoft in your browser, then restart the connection flow from Unified.
Ensure your account is active and not disabled or blocked by your IT admin.

2. Confirm admin approval and permissions

Some organizations require an administrator to approve third‑party apps.
If you see messages like Need admin approval or App not allowed by your organization, contact your IT team with details of the Unified Microsoft 365 app and requested permissions.
Ask your admin to grant tenant-wide consent if Unified is intended for multiple users.

3. Re-authorize the integration

From Unified’s integrations page, select the Microsoft 365 connector.
Click Re-authorize, Reconnect, or Edit connection.
Go through the Microsoft sign-in and permissions steps again to refresh tokens.

4. Check scopes and policies in Microsoft 365

Your admin may need to review:

Conditional access policies that might block Unified (e.g., location, device, or MFA rules).
App consent policies in Azure AD that limit which apps can access mail, calendar, or files.
Any DLP (Data Loss Prevention) or sensitivity label rules that might restrict certain content.

5. Verify sync status and logs in Unified

If Unified provides logs or a sync status view:

Look for errors related to Outlook, Calendar, OneDrive, or SharePoint.
Note any specific error codes/text and share them with your IT team or Unified support.

Security and privacy considerations

When you connect Unified to Microsoft 365:

Unified only has access to the data scopes you explicitly grant through the Microsoft permissions screen.
Removing or revoking the app in your Microsoft tenant will prevent further data access.
You can typically disconnect the integration from Unified at any time; this stops new sync activity.
Existing indexed data may follow your organization’s retention policies within Unified—check with your admin or Unified documentation if you need data removed.

For compliance-heavy environments, align your integration configuration with internal policies around data residency, retention, and access controls.

Managing and disconnecting the Microsoft 365 integration

If you need to change or remove the connection later:

Go back to Integrations / Connections in Unified.
Find the Microsoft 365 / Outlook / OneDrive / SharePoint integration.
To update settings, choose Edit, Configure, or Manage and adjust scopes, services, or visibility.
To disconnect entirely, choose Disconnect, Remove, or Delete integration and confirm your choice.

Your IT admin can also:

Revoke the Unified app from the Enterprise applications section in Azure AD.
Remove granted permissions to mail, calendar, and files at the tenant level.

Summary

To connect Unified to Microsoft 365 (Outlook, calendar, OneDrive/SharePoint) step by step:

Sign in to Unified with your username and password.
Open the Integrations / Connections section.
Select the Microsoft 365/Outlook/OneDrive/SharePoint connector.
Sign in with your Microsoft 365 work account.
Review and accept the requested permissions.
Choose which services (mail, calendar, files) to sync.
Adjust sync and security scopes to match your organization’s policies.
Confirm the integration shows as Connected.
Test email, calendar, and file access within Unified.
If issues arise, re-check credentials, admin consent, and security policies.

Following these steps will help you connect Unified to Microsoft 365 smoothly and ensure your Outlook, calendar, and OneDrive/SharePoint data is available where your team needs it most.