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

# Microsoft Email & Calendar

> Outlook, Microsoft Calendar & Teams integration

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/outlook-calendar.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=2c31856e8587be8046a802e5cec7e511" alt="Microsoft" width={40} height={40} data-path="_images/integrations/outlook-calendar.svg" />

<Warning>
  Microsoft integration is coming soon. The details below describe planned functionality. Google Email & Calendar is available now.
</Warning>

Connect your Microsoft 365 account to power email sending in sequences via Outlook, sync your calendar
for scheduling, and auto-generate Microsoft Teams meeting links for booked meetings. Authentication is
handled through Azure AD v2.0 OAuth.

<CardGroup cols={2}>
  <Card title="Outlook for Sequences" icon="envelope">
    Send personalized emails from your Outlook account in automated sequences
  </Card>

  <Card title="Calendar Sync" icon="calendar">
    Real-time calendar sync via Microsoft Graph API for availability checking
  </Card>

  <Card title="Microsoft Teams" icon="video">
    Auto-generate Teams meeting links when someone books a meeting with you
  </Card>

  <Card title="Auto-Refresh" icon="arrows-rotate">
    OAuth tokens refresh automatically — no manual reconnection needed
  </Card>
</CardGroup>

## Prerequisites

You'll need:

* A Microsoft 365 account (personal or work/school)
* Member or admin access to your OrbitForms team
* Your organization may require admin consent for OAuth apps (check with your IT team)

## Setup Guide

<Steps>
  <Step title="Open Email & Calendar Settings">
    Navigate to **Settings → Email & Calendar** in your OrbitForms dashboard.
  </Step>

  <Step title="Click &#x22;Connect Microsoft&#x22;">
    Click the **Connect Microsoft** button to begin the Azure AD v2.0 OAuth flow.
    You'll be redirected to Microsoft's sign-in page.
  </Step>

  <Step title="Sign In & Authorize">
    Sign in with your Microsoft account and accept the requested permissions. If your organization
    requires admin consent, you may need to request approval from your IT administrator first.
  </Step>

  <Step title="Verify Connection">
    Once redirected back, you'll see your Microsoft account listed as connected. Your calendars
    will be automatically discovered via the Microsoft Graph API.
  </Step>
</Steps>

## Permissions

OrbitForms requests the following Microsoft Graph API permissions:

<CardGroup cols={1}>
  <Card title="Mail.Send" icon="paper-plane">
    Send emails on your behalf from Outlook in sequences and workflows
  </Card>

  <Card title="Mail.ReadBasic" icon="envelope-open">
    Read basic email metadata for reply detection in sequences (message content is not accessed)
  </Card>

  <Card title="Calendars.ReadWrite" icon="calendar">
    Read your calendars for availability and create events for booked meetings
  </Card>

  <Card title="User.Read" icon="shield">
    Read your basic profile information (name and email address)
  </Card>
</CardGroup>

<Info>
  **Privacy Note** — OrbitForms only accesses the minimum data needed. Mail.ReadBasic provides access to message
  metadata only — we never read the full content of your emails.
</Info>

## Calendar Sync

Calendar sync is powered by the Microsoft Graph API. Once connected, your Outlook calendars are
automatically discovered and synced for availability checking and conflict detection in scheduling.

### How Calendar Sync Works

* All calendars from your Microsoft account are automatically discovered via Graph API
* Select which calendars to check for conflicts in your scheduling settings
* New bookings are created as events on your primary calendar
* Calendar data syncs in real-time via Microsoft Graph webhooks

## Outlook for Sequences

Your connected Microsoft account is used to send emails in sequences via Outlook. Emails are sent
directly from your Outlook address, maintaining deliverability and allowing recipients to reply directly to you.

* **Send from your address** — Sequence emails are sent from your actual Outlook address, not a proxy
* **Thread tracking** — OrbitForms tracks email threads for automatic reply detection in sequences
* **Token auto-refresh** — Azure AD tokens are refreshed automatically — no manual reconnection required

## Microsoft Teams

When someone books a meeting through your scheduling page, OrbitForms can automatically generate a Microsoft
Teams meeting link and include it in the calendar event and confirmation email. Set Microsoft Teams as the
location type in your scheduling page settings.

<Tip>
  **Automatic Teams Links** — Teams meeting links are generated at booking time and attached to the calendar event. Both you and the
  booker will receive the link in your confirmation emails.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Token expired or connection lost">
    If your Microsoft token expires and cannot be auto-refreshed, go to Settings → Email & Calendar and click "Reconnect" next to your Microsoft account. This will re-authorize via Azure AD and restore the connection.
  </Accordion>

  <Accordion title="Admin consent required">
    Some organizations require an Azure AD administrator to approve third-party OAuth apps. If you see an "admin consent required" error, contact your IT team to approve OrbitForms in your Azure AD tenant.
  </Accordion>

  <Accordion title="Missing calendars">
    Only calendars you have access to in Outlook will appear. If a calendar is missing, verify it's visible in your Outlook calendar settings. Shared calendars may require the owner to grant you access.
  </Accordion>

  <Accordion title="Emails not sending from sequences">
    Verify your Microsoft connection is active in Settings → Email & Calendar. If the status shows "Disconnected", reconnect your account. Also check that your Outlook sending limits haven't been exceeded.
  </Accordion>
</AccordionGroup>

<Note>
  **Still need help?** Reach out to our support team at [support@orbitforms.ai](mailto:support@orbitforms.ai) or visit our [Help Center](/support).
</Note>

***

## Microsoft Integration Coming Soon

Microsoft account support for Outlook email, calendar sync, and Teams meeting links is coming soon. In the meantime, connect your Google account to get started.

[Connect Google Instead →](https://orbitforms.ai/settings/email-calendar)