Workflow context
What this guide helps you accomplish
Connect a supported Microsoft email account to UnionStack through the authorized OAuth experience.
The Microsoft connection uses the provider authorization experience so administrators do not need to copy mailbox passwords into UnionStack.
OAuth should keep the Microsoft credential with Microsoft while UnionStack receives only the authorized connection it needs.
Before you begin
Prepare the following before changing shared configuration or records:
- An approved test mailbox or fake conversation and permission from the mailbox owner to connect it.
- A fake case, person or entity that explains why the communication or meeting matters.
- The organization’s rules for sensitive attachments, meeting material, retention and access.
- A Microsoft test mailbox whose owner can complete the provider consent flow.
Procedure
Complete the steps in order with fake or approved test information first. Record configuration decisions that will affect other teams.
Confirm organizational approval
Verify that the mailbox, user and requested connection are permitted by the organization’s Microsoft and UnionStack administrators.
Start the Microsoft connection
Open the approved email-account setup and select the Microsoft option rather than entering the user’s password into another field.
Complete provider consent
Sign in through Microsoft, review the requested access and complete any administrator approval required by the tenant.
Verify addresses and sending
Confirm the connected identity, signature and outbound behavior with a controlled message to an internal recipient.
Test conversation relationships
Open a non-sensitive test thread, relate it to a sample person or case and confirm authorized users can find the connection.
Product view
Video demonstration
Related demonstration
Connect email and relate a conversation
This conceptual guide shares the demonstration used by the main hands-on procedure.
Watch the captioned demonstration →Troubleshooting
Use the symptoms below to diagnose the workflow before widening access, adding duplicate configuration or bypassing an intended control.
Microsoft consent completes for the wrong account
Sign out of unintended provider sessions or explicitly choose the approved test account, then repeat authorization and verify the mailbox identity shown in UnionStack.
Provider authorization expires or is refused
Confirm the account, provider and consent screen are correct. Reauthorize through the supported connection flow rather than placing passwords or tokens in notes.
A conversation or meeting is connected to the wrong record
Remove the incorrect relationship through the approved workflow, verify identity and case reference, then connect the authoritative record and document the correction if needed.
Other users cannot find the expected material
Check their access, the relationship to the case or entity, document version and meeting participant records. Do not widen access until the intended audience is confirmed.
Validation checklist
Do not treat the procedure as complete until an authorized second person can reproduce the intended result.
- The connected mailbox identity matches the approved Microsoft test account and the controlled conversation is available.
- The connected account can complete the intended controlled inbound or outbound test.
- The conversation or meeting is related to the record that explains its operational purpose.
- Participants, recipients and attachments are complete and visible only to the intended users.
- A second authorized user can retrieve the material without searching a separate personal system.
Version applicability
This guide was verified for UnionStack 2.0 on August 16, 2026. Available fields, types, relationships, navigation and access can vary with tenant configuration and user permissions.
Corresponding product capability
Union email management software
See the feature evidence, connected workflows and buyer guidance behind this procedure.
Explore Union email management software →Continue learning
Return to the UnionStack Learning Centre, or take the UnionStack product tour to see how these parts connect.