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Kroll ConnectMicrosoft 365

Microsoft 365

Microsoft 365 is an optional connector. Most workspaces run on Google Workspace and do not need it.

When to use it

Use Microsoft 365 when part of the business runs on Microsoft rather than Google: an Outlook mailbox for a lender relationship, a shared SharePoint folder for construction drawings, or a team calendar that is not in Google.

Status meanings

StatusMeaning
Not usedThe optional connector is switched off for this workspace
Setup requiredIt is switched on, but the organization credentials are incomplete
Not connectedReady to connect
ConnectedVerified and syncing

Connecting

When the connector is switched on and the organization credentials are in place, the card offers Connect. The flow matches Google: sign in with the Microsoft account, approve the permissions, return to Kroll Connect, then Sync now.

Microsoft 365 usually requires an administrator to consent for the whole organization before any user can connect. Expect the first attempt to end in a consent request rather than a connected card.

What it reads

AreaRead now
MailMessage headers and folders
CalendarEvents and attendees
FilesNames, folders and modified dates

As with every other service, a write permission stays off unless it is enabled, and nothing is written back without an approval.

Troubleshooting

SymptomCauseFix
Not used and no Connect buttonThe connector is switched off for the workspaceAsk your administrator to enable it
Consent request instead of a connectionOrganization-wide consent is requiredAsk the Microsoft 365 administrator to approve the app
Card shows ErrorThe grant expired or the tenant changedSelect Reconnect