Short answer
A Microsoft 365 integration connects Outlook email and calendar, and Teams, to Salesforce or HubSpot, so emails and meetings are logged against client records and users can work in the CRM from their inbox.
How the Microsoft 365 and Outlook integration works
For Salesforce, the Outlook integration and Einstein Activity Capture sync email and calendar through Microsoft Graph. For HubSpot, the HubSpot Sales add-in and inbox connection log emails and meetings. Single sign-on through Microsoft Entra ID can control access to both.
What syncs
- Emails and attachments
- Calendar events and meetings
- Contacts
- Single sign-on through Entra ID
Integration options
- Salesforce Outlook integration and Einstein Activity Capture
- HubSpot Sales Office 365 add-in and connected inbox
- Microsoft Entra ID SSO
What to plan for
- Exchange Web Services retirement
- Shared mailboxes
- Archiving of CRM-sent email
Frequently asked questions
Does Salesforce still support Outlook sync?
Yes, through Einstein Activity Capture and the Outlook integration, now using Microsoft Graph.
Can we use Entra ID to log in to Salesforce and HubSpot?
Yes. Both support SAML single sign-on with Microsoft Entra ID.