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Support/Integrations/Microsoft 365

Connecting your Microsoft 365 account

3 min read

Connect Microsoft 365 to unlock Teams meetings, Outlook email, Outlook contact import, and SharePoint file storage in Prospo. Setup works at two levels: an Org Admin connects your organisation's Microsoft tenant once, then each user authorises their own account.


Step 1 — Org Admin: Connect your organisation's Microsoft 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 for your organisation and click Accept
  4. You'll be returned to Prospo once approved

Prospo stores your organisation's Microsoft tenant ID. No passwords are stored — the connection uses Microsoft's OAuth system.

This step requires a Microsoft 365 account with administrator permissions in your organisation's Azure tenant. It only needs to be done once.


Step 2 — Each user: Connect your personal Microsoft account

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

During meeting scheduling: When you select Teams Meeting for the first time, Prospo prompts you to connect. 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 requests access to:

PermissionUsed for

Read your contacts

Importing Outlook contacts into Prospo

Read and write your calendar

Creating Teams meeting invites

Create and manage Teams meetings

Generating Teams join links

Read meeting recordings

Importing Teams recording files

Read meeting transcripts

Automatic transcript import 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. Prospo creates the calendar event, generates the join link, and sends invites to all attendees. If your Org Admin has enabled auto-recording, meetings record automatically and transcripts are imported into the meeting record without any manual steps.

Outlook email — Enables email integration features across Prospo for your organisation.

Outlook contacts — Import your personal Outlook contacts directly via Contacts → Import Contacts → Microsoft Account.

SharePoint file storage — Org Admins can configure Prospo to store files in a Microsoft Teams SharePoint drive via Admin → Connectors → Microsoft 365 → Choose Storage Location.


Managing individual features

Org Admins can enable or disable specific Microsoft 365 features without disconnecting the integration. All toggles are in Admin → Connectors → Microsoft 365:

FeatureDefault

Outlook email

On

Auto-recording for Teams meetings

Off

Outlook contacts import

On

SharePoint file storage

Off (requires selection)


Reconnecting

If your connection expires, go to Settings → Integrations → Microsoft Outlook → Reconnect and sign in again. Your existing meetings, recordings, and imported contacts are unaffected.


Disconnecting

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