# Connect Outlook or Office 365 to ATZ CRM

> Connect Outlook or Office 365 email to ATZ CRM with Nylas, authorize Microsoft access, handle admin approval, sync folders, and use IMAP for personal or free accounts.

Source: https://atzcrm.com/help/email-and-calendar/email-ops/connect-outlook-office365/

Email Ops

# Connect Outlook or Office 365 to ATZ CRM

Connect Outlook or Office 365 email to ATZ CRM with Nylas, authorize Microsoft access, handle admin approval, sync folders, and use IMAP for personal or free accounts.

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Quick Answer

To connect Outlook or Office 365 to ATZ CRM, open Email Settings, choose connect email accounts, log in through Nylas with your Microsoft account, grant permissions, and wait for mailbox sync. If your organization requires approval, a Microsoft administrator must approve the connection.

ATZ CRM uses Nylas to connect Outlook and Office 365 mailboxes, allowing ATZ CRM to mirror email folders and messages.

## Quick Answer

Open **Email Settings**, connect an email account, authenticate through Nylas with Microsoft, grant permissions, and wait for the mailbox to sync.

## Step 1: Open Email Settings

Go to **Email Settings** and choose the option to connect email accounts.

You can connect up to two email accounts as an add-on. If one email is connected, it becomes the default sender.

## Step 2: Log In Through Nylas

Continue to the Nylas login page.

## Step 3: Authenticate Microsoft Account

Enter your Microsoft password, sign in, grant requested permissions, and continue.

## Step 4: Access Your Mailbox

Your mailbox becomes available from the left menu in ATZ CRM.

Folder organization depends on Nylas responses and may not match Outlook exactly. Initial folder sync can take 2 to 3 hours, and older emails may take up to 24 hours.

## Special Case: Admin Approval

If your organization has strict security settings, you may see **Need Admin Approval**.

In that case, your Microsoft or Office 365 administrator must approve the app connection in the Microsoft Azure portal. After approval, users under the same domain can connect.

## Special Case: Personal or Free Office Accounts

For Office 365 Family, Personal, or Free accounts, click **Select a different provider** on the Nylas login page and use **Custom IMAP Settings**.

See: [Connect IMAP email](https://atzcrm.com/help/email-and-calendar/email-ops/connect-imap-email/).

## Email Policy Requirements

For reliable delivery, configure domain authentication and sender policies: [Email policy compliance](https://atzcrm.com/help/email-and-calendar/email-ops/email-policy-compliance/).

## Retain Emails from Deactivated Users

To preserve emails:

-   Move deactivated user emails into an active user mailbox.
-   Create a shared archive mailbox and connect it to ATZ CRM as an add-on second account.

## Troubleshooting

### Admin Approval Blocks Connection

Ask your Microsoft administrator to approve the integration in Azure.

### Folders Look Different

Folder organization depends on provider and Nylas sync responses.

### Sync Takes Too Long

Allow up to 24 hours for older emails to sync.

## FAQs

### Can I switch between connected Outlook mailboxes?

Yes, if multiple email accounts are connected.

### Do I need third-party sync enabled?

Some accounts need POP or IMAP access enabled before connection.

### Can Outlook be used for email triggers?

Yes. A connected and verified sender email can be used for email triggers.

## Related guides

[Enable Email Sync for Outlook and Zoho](https://atzcrm.com/help/email-and-calendar/email-ops/enable-email-sync-outlook-zoho/) [Connect IMAP Email](https://atzcrm.com/help/email-and-calendar/email-ops/connect-imap-email/) [Email Policy Compliance](https://atzcrm.com/help/email-and-calendar/email-ops/email-policy-compliance/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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