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How it works

You choose which team members to sync email and calendar data for on the Microsoft integration page in Clearskies. For the full picture of what syncs and how to control it, see Data governance and controls. Microsoft Teams channels sync as well. They match automatically to the right account, and Ask AI can answer from them alongside your CRM, call, email, and calendar data. The Microsoft 365 connection also powers workflow email. The Draft Email and Send Email workflow steps can send through Outlook from a connected Microsoft 365 user. Recipients must be on your workspace’s domains: an outside address typed into a step is blocked when you save, and addresses that come from workflow data are checked when the workflow runs. See Send email from a workflow for the details. Workflows can post to Teams with the Send Teams message step. It requires a connected Microsoft Teams integration and the Clearskies app installed in the target team. Recipients can be a channel or a person; Teams @mentions are not supported.

What you’ll need

Microsoft 365 admin access

Setup steps

1. Open Context Graph in Clearskies

Log in to Clearskies and open Context Graph from the main navigation.

2. Start the Microsoft connection

Select Microsoft in the list of data sources and click Connect.

3. Sign in with Microsoft

Select your Microsoft account in the pop-up, authenticate with your Microsoft 365 admin account, and accept the requested permissions.

4. Verify connection

Return to the Context Graph page and confirm Microsoft shows as “Connected.”

5. Choose which users sync

Click Microsoft on the Context Graph page. Turn on each user whose email and calendar data you want in your Context Graph. Toggle the switch in the Sync column to sync a user’s email and calendar data. Toggle it off to stop. Note: Sync is off for each person until an admin turns it on. Signing in to Clearskies doesn’t turn on sync. If you disable someone in Settings → Users, their sync turns off too, and it stays off if you restore their access later.

You’re all set

Your selected users’ Microsoft email and calendar data is now part of your Context Graph. Questions? We’re here to help at support@clearskies.cc