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

Outlook for Sequences

Send personalized emails from your Outlook account in automated sequences

Calendar Sync

Real-time calendar sync via Microsoft Graph API for availability checking

Microsoft Teams

Auto-generate Teams meeting links when someone books a meeting with you

Auto-Refresh

OAuth tokens refresh automatically — no manual reconnection needed

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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)

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Setup Guide

1

Open Email & Calendar Settings

Navigate to Settings → Email & Calendar in your OrbitForms dashboard.
2

Click "Connect Microsoft"

Click the Connect Microsoft button to begin the Azure AD v2.0 OAuth flow. You’ll be redirected to Microsoft’s sign-in page.
3

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.
4

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.

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Permissions

OrbitForms requests the following Microsoft Graph API permissions. Mail.ReadWrite is requested only when your workspace has email sync and you turn it on for your mailbox:

Mail.Send

Send the emails and replies you write in OrbitForms from your Outlook mailbox, when you choose to send from it. Workflows, the API and AI assistants never send from your mailbox

Mail.ReadBasic

Read message metadata (sender, recipients, subject, date and threading headers, not the body) to notice replies to your sequence emails

Mail.ReadWrite (email sync only)

Read the messages in your inbox and sent mail, including their bodies and attachments, so the email you exchange with your contacts is saved to their records and your Inbox; and create the drafts Outlook needs to send a reply within its conversation

Calendars.ReadWrite

Read your calendars for availability and create events for booked meetings

User.Read

Read your basic profile information (name and email address)
Privacy Note — Without email sync, OrbitForms reads message metadata only (Mail.ReadBasic), never the content of your emails. With email sync on for your mailbox, OrbitForms reads full messages and saves the email you exchange with your contacts, including its content, as described in section 2.5 of our Privacy Policy.

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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.

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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

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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

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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.
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.

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Troubleshooting

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.
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.
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.
Still need help? Reach out to our support team at support@orbitforms.ai or visit our Help Center.

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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 →