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Microsoft 365 Integration

Productivity

Seamlessly integrate CaseDocker with Microsoft 365 for document collaboration, email management, and calendar synchronization.

Who this is for

For legal, contract, and operations teams evaluating how Microsoft 365 can connect with CaseDocker to reduce manual updates and improve workflow visibility.

What It Does

The Microsoft 365 integration enables CaseDocker to work seamlessly with Outlook, SharePoint, Teams, and OneDrive. Users can access CaseDocker documents from SharePoint, sync calendars, manage emails directly from cases, and collaborate on documents within Microsoft Teams.

Real workflows

  • Keep Microsoft 365 records, documents, and CaseDocker workflows aligned without duplicate entry.
  • Give legal, contract, and operations teams one place to track integration-driven work.
  • Reduce handoffs by routing productivity activity into the right CaseDocker cases, contracts, and tasks.

Supported integrations

  • Microsoft 365 connects with CaseDocker through the approved integration method for this customer environment.
  • Related CaseDocker workflows can include contracts, cases, notices, compliance, eSigning, documents, and reporting.
  • Connected systems are scoped during onboarding by object type, field mapping, permission model, and sync direction.

Implementation prerequisites

  1. Provide Azure AD App Credentials

    Share tenant ID and Azure app client ID/secret or grant admin consent. The CaseDocker team will configure the connection.

  2. Grant Permissions

    Grant required API permissions for Microsoft Graph API including Files.ReadWrite, Mail.ReadWrite, and Calendar.ReadWrite.

  3. Configure Authentication

    Set up OAuth 2.0 authentication in CaseDocker admin panel using Azure AD app credentials.

  4. Enable Integrations

    Enable specific integrations (SharePoint, Outlook, Teams, OneDrive) based on your organizational needs.

  5. Test Connectivity

    Test document sync, email integration, and calendar sync to verify the integration is working correctly.

Security architecture

  • Microsoft 365 access can be scoped to approved users, objects, folders, and API permissions.
  • Field mappings and sync rules are configured during onboarding so sensitive legal data moves only where it is needed.
  • Integration activity stays tied to CaseDocker workflows, document history, and operational audit trails.

Required Permissions

  • Read/Write access to SharePoint document libraries
  • Read/Write access to Outlook mailboxes (with user consent)
  • Read/Write access to Microsoft Teams channels
  • Calendar sync permissions for OneDrive files

Frequently asked technical questions

Yes, documents can be automatically synced to SharePoint libraries, maintaining version control and access permissions.

Emails can be linked to cases in CaseDocker directly from Outlook, and case-related emails are automatically tracked and organized.

Yes, CaseDocker provides Teams tabs and bots for accessing case information and documents directly within Teams conversations.

The integration uses OAuth 2.0 with Azure AD, ensuring secure authentication and respecting Microsoft 365 security policies.

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Plan your Microsoft 365 integration

Share your systems, workflow goals, and security requirements. CaseDocker will map the integration path and show the handoffs it can remove.

Schedule an integration demo
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