A Microsoft 365 connection lets workflows use your Outlook mailbox, your Outlook calendars and Microsoft Teams, as the account that signed in. You sign in with Microsoft; Bizomate never sees your password.

Who can do this

Workspace Admins and Editors, on any plan — Microsoft 365 is not a premium connection.

On Microsoft's side, you need a work or school Microsoft account. If your organisation only lets admins approve new apps, your IT admin approves Bizomate once first — see Approving Bizomate for your Microsoft organisation.

Steps

  1. Select Connections in the bar at the top.
  2. Select + Add connection.
  3. Under Productivity, select Microsoft 365. It reads "Sign in to authorise".
  4. In Connection name, type a name — for example Rohan's Outlook.
  5. Optional: select How does this work? to see the three steps:
    1. Sign in with your work or school Microsoft account.
    2. Review what Bizomate is asking for, then choose Accept.
    3. You land back here, connected.
  6. Select Sign in with Microsoft 365. The button reads Opening, and Microsoft's sign-in page opens in the same tab.
  7. On Microsoft's page, choose or type your account — for example rohan@consulace.com — and sign in as you normally do, including any second step your organisation uses.
  8. Microsoft shows Permissions requested, listing what Bizomate asks for. Read it, then select Accept.

You come back to Connections with the toast "Connection added" — "Every workflow in this workspace can use it now."

What happens next

  • The connection's panel shows the account — "rohan@consulace.com · connected 2 October by Rohan Mehta" — and What Microsoft allows.
  • Steps for Microsoft Teams, Outlook and Outlook Calendar list it under Connection.
  • Bizomate renews the sign-in by itself. If Microsoft refuses to renew it, the connection reads Needs reconnecting and the workspace's Admins and Editors are told.

Good to know

  • What it is asked for. At first only who you are (Your profile) and Stay connected, plus what the steps already in the workspace use. A step added later that needs more asks you to Reconnect — see Allowing a step more permissions.
  • The steps it works with today:
    • Microsoft Teams — Send a message to a channel.
    • Outlook — Send an email, Reply to an email, Forward an email, Create a draft, Get an email, Search emails, Move an email, Mark read or unread, Delete an email, Get an attachment.
    • Outlook Calendar — Create an event, Update an event, Delete an event, Get an event, List events, Find free time.
  • Whose mailbox. Steps send and read as the account that signed in. To work with another person's mailbox, add a second connection signed in as them.
  • Any organisation can connect — Bizomate is not limited to one Microsoft tenant.
  • Test in the connection's panel answers "Connected as Rohan Mehta (rohan@consulace.com)".
  • To stop Bizomate using it, see Revoking or deleting a connection.

If something goes wrong

What you see Why What to do
Microsoft says the app needs admin approval Your organisation lets only admins approve new apps. Ask your IT admin to approve Bizomate — send them Approving Bizomate for your Microsoft organisation — then try again.
Not connected — "You cancelled the connection." Cancel was chosen on Microsoft's page, or it was closed. Start again.
Not connected — "The provider declined the connection." Microsoft refused, often because admin approval is needed. As above.
Not connected — "Microsoft 365 refused the connection. Try again." Microsoft would not complete the sign-in. Start again.
Not connected — "That connection attempt expired. Start again." More than 10 minutes on Microsoft's page. Start again.
"Microsoft Graph returned 403. The token may be invalid or lack permission." (on Test) The account cannot use what was asked for. Reconnect, and accept every permission.
A step reads Needs permission to … The step needs a permission the connection was not given. Select Reconnect on the step.
"Microsoft did not answer within 30 seconds." (in a step's list) Microsoft was slow. Select Try again.