Microsoft 365 Connection

To connect your firm's Microsoft 365 account (for email and document integration):

1. Go to Settings → Microsoft 365.

2. Click Connect Microsoft 365.

3. Sign in with a Microsoft 365 administrator account.

4. Authorise CaseConnect to access your tenant.

5. The connection status will show as Connected.

Once connected, team members can connect their own Microsoft 365 accounts via their user profiles.