M
Microsoft 365 Integration
Module 10 · OAuth 2.0 identity join · calendar + mail two-way · Conditional Access inherited from Entra ID
Tenant
4cg.onmicrosoft.com
BBN-managed Entra ID
Calendar sync today
47
events synced both ways
Emails to CRM
184
auto-attached to customer timeline
CA policies
6
inherited · MFA · device · IP
🪄 AI inbox triage: classifies inbound mail (lead / dispute / RFQ / support), drafts reply with cited context from CRM + jobs, summarises long threads.
✦AI Resolve: triage Sarah's inbox
✦Draft replies to 12 RFQs
✦Summarise customer call transcripts
Connected office staff
OAuth 2.0 SSO · only office cohort (~50 staff) — workers use phone-number + OTP via M4b PWA
| User | Role | Calendar sync | Mail sync | Last sync | |
|---|---|---|---|---|---|
| Sarah Chen | sarah.chen@4cg.com.au | ops director | ✓ Active | ✓ Active | 2m ago |
| Marcus Patel | marcus@4cg.com.au | state manager QLD | ✓ Active | ✓ Active | 8m ago |
| Linh Nguyen | linh@4cg.com.au | state manager NSW | ✓ Active | ✓ Active | 14m ago |
| Tom O'Brien | tom@4cg.com.au | supervisor STA | ✓ Active | ✓ Active | 1h ago |
| Harish Arora | harish@4cg.com.au | CEO | ✓ Active | ✓ Active | 31m ago |
| Jenna Smith | jenna@4cg.com.au | CFO | ✓ Active | ✓ Active | 23m ago |
In-scope integrations
- OAuth 2.0 SSO — office staff log in with M365 credentials
- Calendar two-way — bookings/jobs sync to user calendars; meeting invites flow back
- Outlook mail — sent/received emails auto-attach to CRM customer timeline (Module 1)
- Conditional Access — MFA · device compliance · IP allowlist · inherited from Entra ID
- No per-worker licence — 700 casuals use phone-number + OTP via M4b PWA
Out of Phase 1 scope
- Teams deep integration (Phase 2)
- SharePoint as backend store
- Power Platform integration
- SAML federation (not required — OAuth 2.0 is sufficient)
M10 is intentionally thin — joining identity + sharing calendar/mail is the scope; deeper Office integrations are change-request territory.