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Microsoft 365 gives Doris two capabilities:
  • Microsoft Calendar finds meetings and gives Doris Notetaker its schedule.
  • Microsoft Email brings deal email threads into Doris.
A workspace admin connects each one once, with Microsoft admin consent. The admin then chooses which people each one covers. People can also connect their own Outlook calendar.

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Before you start

You need:
  • A Doris role that can connect integrations. See People & access.
  • A Microsoft 365 admin who can grant admin consent for the tenant. This is often a Global Administrator.
  • A Microsoft 365 business or enterprise tenant.

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Connect for the workspace

1

Open Integrations

Go to Settings > Workspace > Integrations.
2

Choose a module

Select Add integration. In Calendar & Email, select Connect next to Microsoft Calendar or Microsoft Email.
3

Grant admin consent

Microsoft opens. Sign in as the Microsoft 365 admin and accept.
4

Return to Doris

Microsoft sends you back to Integrations. The page shows one Microsoft 365 row with the module you connected.
5

Add the other module

Repeat for the second module if you need it. Doris uses the consent you already gave. It adds the module to the same Microsoft 365 row.
Microsoft can show the full Doris permission list during consent. Doris turns on only the module you chose. Doris reads with Calendars.Read and Mail.Read. It does not send email or change calendar events.

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Choose who is covered

After you connect, check who the connection covers. Doris reads calendar or email only for covered people.
1

Open the connection

On the Microsoft 365 row, select Manage. Open the Coverage tab.
2

Cover people

If nobody is covered, select Cover everyone. Otherwise select Edit coverage.
3

Set defaults, groups and exceptions

Set All members defaults for Calendar and Email. Add Group policies or member exceptions where needed.
4

Save

Select Save coverage.
The coverage modes are Managed, Personal required, Optional and Excluded. See Coverage. The Microsoft 365 row on Integrations shows “N of M people covered · K need attention”. Open Coverage to see who needs attention and why.

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What people see

In Settings > You > Connections, a covered person sees the capability under Handled by your workspace. For example, “Calendar — handled by your workspace”. That person does not need to connect anything. If you set a person to Personal required, that person sees the Microsoft row under Needs you. They select Connect and sign in to their own Microsoft account.

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Personal Outlook calendar

Without admin consent, each person can connect their own Outlook calendar:
  1. Go to Settings > You > Connections.
  2. On the Microsoft row, select Connect.
  3. Sign in with the work Microsoft account.
A personal connection covers the calendar only. Email needs the workspace Microsoft Email module.

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What Doris does with it

  • Calendar: finds upcoming meetings, matches attendees to CRM people and companies, and tells Doris Notetaker which meetings to join.
  • Email: brings deal email threads onto deal pages and company and people timelines.

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Troubleshooting

Open Integrations needing attention at the top of Integrations. Select the repair link. If consent was withdrawn in Microsoft, a Microsoft 365 admin must grant it again.
Open Coverage on the Microsoft 365 connection. Check that the person is covered for Calendar and that their state is active.