Connect Microsoft 365 / Outlook to Weflow
Emails are essential for tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever.
There are two ways to connect your Microsoft 365 / Outlook account to Weflow:
1.) User-by-User
2.) Microsoft Entra App (formerly known as Azure app)
The user-by-user approach requires users to connect to their Outlook account via Weflow individually. In contrast, the central Microsoft Entra App allows admins to configure all activity capturing from a central place. Generally, we recommend using the central Microsoft app, as this is the most scalable solution.
1.) User-by-User
1-minute tutorial
Step-by-step guide
1. Go to your 'Account Settings' in Weflow
- Click on your avatar icon
- Select Account Settings
- Next, pick 'Email' from the list on the left side
Open up the 'Account Settings
Select the 'Activity Capture' section in your account settings
2. Connect your Micosoft Account to Weflow
- Click on the 'Sign in with Microsoft' button
- Select the email account you want to connect
- Accept the permissions (we only ask for what is required)
Good to know: Weflow has been audited by Microsoft as part of that process, Microsoft has confirmed and verified that Weflow follows all required security processes and only uses the permissions necessary to fulfill our services.
3. Configure your settings
- Make sure to configure all settings based on your specific needs
- Check these best practices.
That's it.
2.) Microsoft Entra App
Step-by-step guide
1. Go to your 'Admin Console' in Weflow
- Click on the 'Admin Console' button in the side navigation
- Select 'Activity Capture'
Go to the admin console
Select 'Activity Capture'
2. Set up Acitivty Capture
- Click on 'Set up Activity Capture'
- Select 'Microsoft'
- Select 'Workspace level'
- Install the 'Microsoft Entra App' (Microsoft admin access required)
- Proceed with the next steps
3. Configure your settings
- Make sure to configure all settings based on your specific needs
- You need to set internal domains yourself i.e. 'acme.com', to exclude internal email and meetings from getting logged into Salesforce
That's it.