Microsoft
365 connector.
Bring Salesforce into Outlook, Teams, SharePoint, and OneDrive — with native sync of email, calendar, contacts, files, and chat across the productivity suite your users already live in.
Request an integration map →Download the spec sheet →Techila Global Services is a Salesforce Summit Partner and Microsoft Graph-API-certified integration practice with senior-led delivery across Outlook, Teams, SharePoint, OneDrive, and Exchange. The Techila Microsoft 365 connector ships native bidirectional sync of email, calendar, contacts, files, and Teams chat — wired through MuleSoft and Microsoft Graph, with Azure AD SSO, Conditional Access, and Microsoft Information Protection labels honoured end-to-end. Production-grade idempotency, lineage, and audit-ready logging — typical 3-week rollout to first user cohort, with sub-2-second p95 latency on calendar and contact sync.
[ How it works ]
How does Salesforce integrate with Microsoft 365?
Salesforce integrates with Microsoft 365 via Microsoft Graph and Outlook Add-in APIs, mediated by MuleSoft — connecting customer records, email, calendar events, contacts, Teams chat, SharePoint files, and OneDrive documents in real time. Techila delivers this integration in 3 weeks for in-scope user cohorts, with native Outlook and Teams add-ins, Azure AD SSO, and Microsoft Information Protection label preservation across surfaces.
[ At a glance ]
- Integration
- Salesforce ↔ Microsoft 365 (Outlook · Teams · SharePoint · OneDrive · Exchange)
- Provider
- Techila Global Services · Salesforce Summit Partner · Microsoft Graph-certified
- Pattern
- API-led + event-driven via Microsoft Graph + Salesforce Pub/Sub
- Microsoft touchpoints
- Microsoft Graph · Outlook Add-in · Teams App SDK · SharePoint REST
- Salesforce touchpoints
- REST · Bulk · Streaming · Pub/Sub API · Einstein Activity Capture
- Identity & security
- Azure AD SSO · Conditional Access · MIP label preservation
- Time to production
- 3 weeks (typical) for first user cohort
- Compliance
- SOC 2 Type II · ISO 27001 · GDPR · HIPAA-aware patterns
[ The connector ]
Salesforce, embedded in the productivity suite users live in.
Sales, service, and adviser teams spend most of their day in Outlook, Teams, and SharePoint — not the Salesforce console. Forcing them to jump systems to log activity, share files, or coordinate meetings is the single biggest drag on CRM adoption.
The Techila Microsoft 365 connector closes the gap. Native Outlook and Teams add-ins, calendar and contact sync via Microsoft Graph, SharePoint document linking from Salesforce records, and Einstein Activity Capture configuration — wired with Azure AD SSO, Conditional Access, and Microsoft Information Protection labels respected end-to-end.
[ Architecture ]
Three-layer integration pattern.
API-led, event-driven, idempotent. The pattern that survives a release cycle.
Salesforce
MuleSoft + Microsoft Graph
Microsoft 365
[ Mapped objects ]
Surfaces & data flows.
Native sync across the five Microsoft 365 surfaces. Extensible via Microsoft Graph and Salesforce custom objects.
+ Microsoft Copilot grounding patterns, Power Automate triggers, and Power BI embedding available on request.
[ What's included ]
9 capabilities, shipped as code.
Every connector deployment is production-grade, observable, and governed from day one.
[ Specification ]
Enterprise-grade. By default.
[ Supported versions ]
Version compatibility.
[ Integration in action ]
Where this connector is live.
All case studies →[ FAQ ]
Frequently asked questions.
What architects ask before commissioning a Techila integration.
How does Salesforce integrate with Microsoft 365?
Via Microsoft Graph and Outlook Add-in APIs, mediated by MuleSoft — connecting customer records, email, calendar events, contacts, Teams chat, SharePoint files, and OneDrive documents in real time. Techila ships native Outlook and Teams add-ins, Azure AD SSO, and Microsoft Information Protection label preservation across surfaces.
Which Microsoft 365 versions does Techila support?
Microsoft 365 E3, E5, Business Standard, and Business Premium licences; Exchange Online (Microsoft Graph endpoints); Exchange On-Premises 2016 and 2019 with Hybrid Modern Authentication; current Teams; and SharePoint Online. Power Platform features depend on the licence tier.
Does the connector replace Einstein Activity Capture or work alongside it?
It works alongside Einstein Activity Capture — Techila configures EAC against Microsoft Graph endpoints for email, calendar, and contact sync, then layers Outlook and Teams add-ins, SharePoint linking, and Azure AD SSO on top. EAC privacy controls are preserved.
How long does a Techila Salesforce-Microsoft 365 integration take?
Three weeks to production for a first user cohort using the reference Techila Microsoft 365 connector. Multi-region rollouts, hybrid Exchange, and bespoke Power Automate / Copilot bridges extend timelines; a 1-week diagnostic produces a fixed-scope plan before delivery.
Are Microsoft Information Protection (MIP) labels honoured?
Yes. MIP labels are preserved end-to-end — confidentiality, encryption, and DLP rules applied in Microsoft 365 are enforced inside Salesforce surfaces. Where Salesforce Shield is licensed, the patterns extend to encrypted-at-rest fields and event monitoring.
Can Microsoft Copilot ground on Salesforce data via this integration?
Yes. Techila configures Microsoft Graph connectors and Copilot grounding patterns so Microsoft 365 Copilot can reason over Salesforce records, with consent-aware retrieval and audit logging — separate from, and complementary to, Salesforce Agentforce.