AdviserAlly + Microsoft
Available on request: sign in with Microsoft, and a read-only Outlook connection for Sally. Teams meeting links, Entra ID single sign-on and group-to-role mapping are not offered.
Overview
Microsoft sign-in and a read-only Outlook (Mail.Read) connection are available on request; they are not switched on for self-serve use today. With Outlook connected, Sally can summarise inbox messages and propose tasks. AdviserAlly would not send from that mailbox, add Teams meeting links or map Entra ID groups to roles.
Microsoft 365: Microsoft sign-in and read-only Outlook mail (available on request) (visit Microsoft 365).
Available on request for Solo, Team and Partner. Chatbot Edition does not include integrations. Entra ID SSO and group-to-role mapping are not available.
What you can do
Sign in with Microsoft (on request)
Account sign-in with a Microsoft account. It is not Entra ID tenant SSO and it does not map groups to roles.
Outlook read-only for Sally (on request)
Outlook with Mail.Read so Sally can summarise inbox messages and propose CRM tasks. Mail is not sent from your mailbox.
How to set it up
- Contact us from the Contact page and say you need the Microsoft connection.
- We agree the scope and a timeline with you.
- Our team switches it on and tests it with you.
Last reviewed: 2026-10-23.
Perfect for
- Teams that already sign in with Microsoft accounts
- Owners who want a read-only summary of Outlook
Frequently asked questions
Is the Microsoft connection self-serve?
No. It is available on request. Contact us and we will set it up with you.
Is Entra ID (Azure AD) single sign-on or group mapping supported?
No. Tenant-wide Entra ID SSO and group-to-role mapping are not available.
Can a booking add a Teams meeting link?
No. Teams meeting links are not created from AdviserAlly.