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Microsoft 365 - E-Mail Sync

Menu: Technical → Microsoft 365 


Advatra can connect with your Microsoft 365 tenant. With this integration, advatra will automatically collect the E-Mails of your employees and link it to the corresponding dossiers.

You will have to add the dossier number to the subject of your e-mails, and you're done!


To connect to Microsoft 365:

  1. Click on the "Register" button
  2. Login with your company account of Microsoft 365
  3. You will see a prompt to allow advatra access to these properties:
    1. Read mail in all mailboxes
    2. Sign in and read user profile
  4. Click on "Accept"
  5. Now your e-mails are synced with advatra!