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EMOROCO CRM Lite and Microsoft 365 (Outlook) Calendar Integration Guide — Eliminating the hassle of switching between CRM and Outlook

Hello, this is Matsubara, CRM Evangelist.

"I keep both Outlook and CRM open to manage my schedule in two places."

"When registering activities in the CRM, I transcribe them while looking at my Outlook schedule."

"We are using a Microsoft 365 environment, but we are unable to integrate it with our CRM."

This is a common complaint I hear from CRM managers at companies using the Microsoft 365 environment.

EMOROCO CRM Lite integrates with Microsoft 365 (Outlook) calendar.Two-way communicationCompatible with
By syncing the calendars in Outlook and EMOROCO CRM Lite, you can see all your appointments no matter which tool you open.
This eliminates the hassle of switching between tools.

What you can do with Microsoft 365 calendar integration

[What you can do after integration - Two-way synchronization]

Direction ①: Outlook → EMOROCO CRM Lite
- Outlook appointments are displayed on the CRM calendar screen.
- You can see today's and this week's schedule at a glance just by opening the CRM.
- Register CRM activity and Outlook appointments
　You can record while checking on the same screen.

Direction ②: EMOROCO CRM Lite → Outlook
• Schedules and activities registered in the CRM
　Add to Outlook Calendar
- You can check your CRM schedule just by opening Outlook.
- The person in charge who usually manages their schedule using Outlook
　The CRM will become an environment where "there is no need to open it separately."

Integration setup procedure - completed in 3 steps

STEP 1: Open the Microsoft 365 calendar integration settings.

From the EMOROCO CRM Lite settings screen, open "Microsoft 365 Calendar Integration".

STEP 2: Check permissions and "Sign in with your Microsoft account"

The following three permissions are required for integration:

- User.Read: Reads user information
・Calendars.ReadWrite: Reads and writes to the calendar.
・offline_access: Background synchronization

Click the "Sign in with your Microsoft account" button and sign in with your Microsoft 365 account.

STEP 3: Confirm integration complete and bidirectional synchronization.

After signing in, the connection status will change to "Connected".

Points to check:

① EMOROCO CRM Lite → Open the calendar screen
　→ Check if the appointments you have registered in Outlook are displayed.

② Outlook → Open Calendar
　→ Activities registered in EMOROCO CRM Lite
　　 Check if your appointment is displayed in Outlook.

What companies in a Microsoft 365 environment expect from CRM

Many small and medium-sized enterprises (SMEs) and mid-sized companies in Japan use the Microsoft 365 environment. Whether a CRM can integrate with Teams, Outlook, Excel, and SharePoint significantly impacts its adoption rate after implementation.

[Overall picture of Microsoft 365 integration]

Outlook Calendar Integration (Two-way, newly added)
　→ Two-way synchronization between CRM calendar and Outlook calendar
　→ The input will be reflected in both fields regardless of which one you use.

Power Automate integration (also possible via Zapier)
　→ Data integration with Excel, Teams, and SharePoint

Microsoft Teams notifications
　→ Notify Teams from CRM workflow

Azure Active Directory (SSO)
　→ Log in to CRM with your Microsoft 365 account
　→ Authentication integration in a self-hosted environment

Because EMOROCO CRM Lite runs on Azure infrastructure, it has high compatibility with the Microsoft 365 environment, and integration between them can be achieved naturally.

Combining with Power Automate—for even deeper integration

In addition to Outlook calendar integration, Power Automate allows for more advanced integration.

[Examples of how to use Power Automate integration]

① Automatically register activity in CRM when an email arrives in Outlook.
　Trigger: Receiving an email from a specific person
　Action: Using the EMOROCO CRM Lite REST API
　　　　　　　Automatically create activity records

② Notify Teams of changes in the CRM case phase.
　Trigger: Change project phase to "Order Confirmed".
　Action: Post a message to the Teams channel.

③ When an Excel file on SharePoint is updated, it will be reflected in the CRM.
　Trigger: Add a row to a SharePoint Excel table
　Action: Create a customer record in EMOROCO CRM Lite

For more details, please refer to the article on integrating Zapier and Power Automate.

Summary — Designing CRM to become an everyday tool.

The biggest reason CRM isn't used in the field isn't that it's "difficult to use," but rather that "it's a hassle to get started."

The two-way calendar integration between EMOROCO CRM Lite and Outlook solves this problem at its root.

If you add an appointment to CRM, it will also be reflected in Outlook.
　→ Eliminates the extra step of "entering data into the CRM as well."

If you schedule an appointment in Outlook, it will also be reflected in the CRM.
　→ This creates an environment where "there is no need to open a separate CRM."

Even employees who say, "I usually manage my schedule in Outlook, so I don't have the habit of opening the CRM," will find that opening Outlook allows them to see their CRM schedule, and opening the CRM allows them to see their Outlook schedule—this two-way integration will increase CRM adoption rates.

If you are using a Microsoft 365 environment, please try the calendar integration first.

Click here for a 30-day free trial of EMOROCO CRM Lite.
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Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
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