Connecting your Microsoft 365 account

Connecting Microsoft 365 gives your organisation access to Teams meetings, Outlook contacts import, and automatic recording imports. Setup works in two parts: an Org Admin connects the organisation once, then each user connects their own Microsoft account.

Org Admin: Connect your organisation

This only needs to be done once for your whole organisation. You need a Microsoft 365 account with administrator permissions in your Azure tenant.

1. Log in as an Org Admin and go to Admin - Connectors
2. Find the Microsoft 365 card and click Connect
3. You'll be redirected to Microsoft - sign in with a Microsoft 365 administrator account and click Accept
4. You'll be returned to Prospo once approved

Prospo stores your organisation's Microsoft tenant ID using OAuth. No passwords are stored.

Each user: Connect your personal Microsoft account

Every user who wants to create Teams meetings, import Outlook contacts, or receive recording imports needs to connect their own Microsoft account.

You can connect from two places:

During meeting scheduling: When you select Teams Meeting for the first time, Prospo will prompt you. Click Connect Now.

From Settings:

1. Go to Settings - Integrations
2. Find Microsoft Outlook and click Connect Microsoft Account
3. Sign in with your Microsoft 365 work account and accept the permissions

What Prospo accesses

When you connect your Microsoft account, Prospo requests the following:

• Read your contacts - to import Outlook contacts into Prospo
• Read and write your calendar - to create Teams meeting invites
• Create and manage Teams meetings - to generate join links
• Read meeting recordings - to import Teams recording files
• Read meeting transcripts - to import transcripts automatically after meetings

Prospo manages token refresh automatically. You won't need to reconnect unless your account permissions change.

What becomes available after connecting

• Teams meetings - schedule Teams meetings directly from Prospo. The calendar event, join link, and invites are all created automatically.
• Auto-recording - if your Org Admin has enabled this, meetings record automatically and transcripts are imported into the meeting record.
• Outlook contacts import - import your personal Outlook contacts via Contacts - Import Contacts - Microsoft Account.
• SharePoint file storage - Org Admins can configure this via Admin - Connectors - Microsoft 365 - Choose Storage Location.

Managing features

Org Admins can turn individual Microsoft 365 features on or off without disconnecting the integration. Go to Admin - Connectors - Microsoft 365 and use the toggles for:

• Outlook email
• Auto-recording for Teams meetings
• Outlook contacts import
• SharePoint file storage

Reconnecting

If your connection expires, go to Settings - Integrations - Microsoft Outlook - Reconnect and sign in again. Your existing meetings, recordings, and imported contacts are not affected.

Disconnecting

See Disconnecting Microsoft 365 for steps to remove your personal connection or disconnect the organisation entirely.