Setup guide

Microsoft 365 (Outlook + OneDrive + SharePoint)

What it does in ClientPulse: A single Microsoft 365 connection covers three things — Outlook calendar + mail metadata, file activity from OneDrive, and file activity from SharePoint. All read-only. Status: Available Tier: Outlook + calendar on all plans. OneDrive / SharePoint file ingestion unlocked on Pro and above. Per-user: Yes — each teammate connects their own Microsoft 365 account.

What it does in ClientPulse: A single Microsoft 365 connection covers three things — Outlook calendar + mail metadata, file activity from OneDrive, and file activity from SharePoint. All read-only.

Status: Available

Tier: Outlook + calendar on all plans. OneDrive / SharePoint file ingestion unlocked on Pro and above.

Per-user: Yes — each teammate connects their own Microsoft 365 account.

Before you start (prerequisites)

  • Account requirement: A Microsoft 365 work or school account (e.g. you@your-agency.com). Personal @outlook.com / @hotmail.com / @live.com addresses are blocked at sign-in — ClientPulse is an agency tool and personal mailboxes mix with client mail.
  • Tenant access: If your tenant requires admin consent for third-party apps, your Microsoft 365 admin must approve ClientPulse in Microsoft Entra admin center → Identity → Applications → Enterprise applications. If you see "Need admin approval", forward the error to them.
  • OneDrive / SharePoint: Make sure file ingestion is something you actually want. ClientPulse reads metadata + content of files in folders matched to clients. This requires Pro tier or higher in ClientPulse.
  • Cost: Free on ClientPulse's side. ClientPulse handles the Microsoft Entra app — you don't need to register your own. Microsoft 365 itself starts at €6.10/user/month — see https://www.microsoft.com/en/microsoft-365/business/compare-all-plans.

Step-by-step setup

1. In ClientPulse

  1. Open https://clientpulse.helloaurora.ai/dashboard/integrations.
  2. Find the Microsoft 365 (Outlook, OneDrive, SharePoint) card. Screenshot to be addedIntegrations page with Microsoft 365 card highlighted
  3. Click Connect Microsoft 365 (Outlook).

2. On Microsoft's consent screen

  1. You're redirected to https://login.microsoftonline.com. Sign in with your work or school account.
  2. Review the requested permissions:
    - Read your calendars (Calendars.Read)
    - Read your mail (Mail.Read)
    - Read files in all site collections (Files.Read.All) — for OneDrive
    - Read items in all site collections (Sites.Read.All) — for SharePoint
    - Sign you in and read your profile (User.Read)
    - Maintain access to data you have given it access to (offline_access)
  3. Click Accept. Screenshot to be addedMicrosoft consent screen showing all six scopes
  4. Microsoft redirects you back to /dashboard/integrations with the connection live.

3. Verify it's working

  • The Microsoft 365 card shows Connected as you@your-agency.com.
  • Within a minute, a "we found X items" card appears summarising what was discovered.

4. (Optional, if you connected before May 2026) Re-authorize for OneDrive / SharePoint

If you connected before the OneDrive + SharePoint feature shipped, the Integrations page will show an amber banner: "Update OneDrive / SharePoint access — your Microsoft 365 connection is missing the Files.Read.All scope". Click Re-authorize Microsoft 365 and accept the additional permissions.

What you can do with it once connected

  • See email volume + reply latency per client (same as Gmail, but for Outlook).
  • See meeting cadence per client (same as Google Calendar, but for Outlook calendar).
  • See recent file edits, comments, and uploads from OneDrive + SharePoint surfaced on the client timeline (Pro+ only).
  • Auto-link new files in client-named folders to the right client.

Common pitfalls

  • Pitfall: Trying to connect a personal @outlook.com / @hotmail.com / @live.com account. Fix: ClientPulse blocks consumer-domain accounts. Use your @your-agency.com Microsoft 365 work account.
  • Pitfall: "Need admin approval" screen after sign-in. Fix: Your tenant blocks new apps by default. Forward the screen to your Microsoft 365 admin — they approve once and every teammate can connect.
  • Pitfall: "Update OneDrive / SharePoint access" banner doesn't go away after re-auth. Fix: Microsoft sometimes silently denies the new scope if your tenant has a Conditional Access policy. Ask your admin to check Entra ID → Sign-in logs for a recent ClientPulse sign-in and look at the denied permission. Then email support@helloaurora.ai with the policy name.
  • Pitfall: OneDrive shows nothing under a client even though you have files there. Fix: ClientPulse matches files to clients by folder name. Rename the OneDrive / SharePoint folder to match the client name in CP, or use the Map folder to client action under client → Files.

Restrictions

  • Read-only across the board. ClientPulse does NOT send mail, modify calendar events, or write files.
  • OneDrive + SharePoint file ingestion is Pro tier and above. The connection still works on lower tiers — you just won't see the Files tab populate.
  • Initial pull is 90 days of mail/calendar; older items are pulled on demand.
  • Each teammate connects their own Microsoft 365 account.

Need help?

Email support@helloaurora.ai — we'll walk you through it.

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Microsoft 365 (Outlook + OneDrive + SharePoint) setup guide — ClientPulse