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The Microsoft 365 integrations add your firm’s files, email, calendar, meetings and notes into client work. You connect one Microsoft account, and Hebno reads and writes with your own permissions, so you see nothing through Hebno that you could not open in Microsoft directly. Writes such as sending an email or saving a deck to a client folder always need your confirmation on a card.
Settings Connections page showing Microsoft integrations and their connection status

Settings → Connections lists each Microsoft integration with its status.

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At a glance

Each member has a single Microsoft connection. Each integration requests its own permissions only when you first use it, so connecting OneDrive never requests Outlook, Teams or SharePoint access. When you approve another integration later, its permissions are added to the connection and the ones you already granted remain. Three practical effects:
  • A member who connects OneDrive sees the consent screen for OneDrive only. Selecting Connect or Grant access on SharePoint later requests only the SharePoint permissions.
  • Disconnecting any Microsoft integration removes the whole Microsoft account from Hebno, including OneDrive, SharePoint, Outlook, Teams and Calendar. You can connect again at any time.
  • Sending, inviting, posting and page creation are separate grants. Allow sending on Outlook adds Mail.Send, Allow invitations on Outlook Calendar adds Calendars.ReadWrite, Allow posting on Teams adds ChannelMessage.Send, and Allow page creation on OneNote adds Notes.Create. Each is your own choice.
Work, school and personal Microsoft accounts can all sign in. SharePoint sites, Teams meeting content and organisation-wide enabling belong to work and school accounts.

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What each integration does

OneDrive

Attach files, search a linked folder, save deliverables to it.

SharePoint

Search the sites you can open, link a client site, save into its libraries.

Outlook

Read client correspondence and send email from a confirmation card.

Outlook Calendar

Read events, find free slots with colleagues and send invitations with a Teams link.

Microsoft Teams

Read meetings, transcripts, Copilot notes, channel messages and chats, and post to a channel.

OneNote

Read your notebooks and create a page in a section you choose.

Dynamics 365 Sales

Read accounts, contacts, opportunities and activities, and add notes and tasks.

Dynamics 365 Business Central

Read customers, projects, time, invoices and the ledger, and prepare drafts.

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Every Microsoft integration

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Connect your Microsoft account

1

Start from chat or settings

Open Settings → Connections and select Connect on any Microsoft integration. Or use the integration in chat: a Connect prompt appears inline the first time.
2

Sign in and approve

Sign in to Microsoft and approve the permissions for that integration. If your organisation has enabled it, you see no consent screen.
3

Add more integrations when you need them

Select Grant access on another Microsoft row. Only that integration’s permissions are requested.
The row shows Connected as with your email address. A row that shows Access not granted has the Microsoft account connected but not this integration’s permissions: select Grant access.

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Enable Microsoft 365 for the organisation

Some permissions, such as Teams transcripts, need a Microsoft directory administrator to approve them. An owner or admin can approve them once so members never see a consent screen.
1

Open the catalogue

Go to Admin → Connectors → Catalogue and find the integration under Files, Mail, Calendar, Communication or Knowledge.
2

Enable for the organisation

On the card, select Enable for the organisation. You are sent to Microsoft to approve that integration’s permissions as a directory administrator.
3

Tell members to grant it for their account

Members select Grant access on the row. Their rows show Enabled by your organisation.
You approve one integration at a time, so approving SharePoint never approves Teams. Enabling for the organisation removes a prompt only. Each member still connects their own account, and Microsoft still enforces each member’s permissions. Return to personal approval clears the setting in Hebno. To withdraw the approval itself, revoke it in the Microsoft Entra admin centre. OneDrive needs no administrator approval, so members approve it themselves. For the full list of permissions, Entra enterprise application setup and revocation, see the Microsoft Entra admin guide.

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Use Microsoft 365 from Word, PowerPoint, Excel and the desktop app

The Office add-ins and the desktop app use the same Microsoft connection and the same project context as the web app. Draft in Word, then save the result to a linked SharePoint folder from the same project. See Office add-ins and the desktop app.

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Use Microsoft 365 in chat

  • Attach: open the + menu, choose Sources, then pick OneDrive, SharePoint, Outlook, Outlook Calendar, Microsoft Teams or OneNote. Or type / and the integration name.
  • Ask: name the client or the source. For example:
    What did Contoso say about the pricing review in email and in last week’s Teams meetings?
    Find the latest Contoso Retail steering committee deck on SharePoint and summarise the open actions.
  • Research runs show a step for each system, such as Reviewing Outlook, Reviewing recent Teams meetings and Searching SharePoint.
  • Agents can read Microsoft 365 on a schedule. Writes an agent proposes appear in agent approvals.
Excerpts a reply uses from email, meetings and files become part of the conversation. Anyone you share the conversation with can read them.

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Troubleshooting