Connected services
Vorber Microsoft integration.
This page explains what Vorber can do with a connected Microsoft 365 work account, and what it does not do.
Last reviewed 3 October 2026
Purpose of the Microsoft integration
- Vorber connects to a person’s Microsoft 365 work account so email and a confirmed appointment can stay near the customer record.
- What is available depends on the workspace administrator and the Microsoft permissions that person approves. A person can review Inbox, send email they confirm, save drafts, open the full message in Outlook, and create an Outlook event from a Vorber appointment.
- Vorber is a CRM. It is not Outlook, a bulk email tool, or an unattended email agent. On the Advanced package, automatic background analysis reads email to draft and flag items for review; it does not send email, change a status or move, delete or modify mailbox messages.
Microsoft permissions Vorber may request
- Permission to identify the signed-in person and show whether their work account is connected.
- Permission to send mail that person confirms, such as a quote or customer message.
- Permission to read that person’s mail when Inbox is enabled, so relevant messages can be reviewed in Vorber.
- Permission to save drafts in that mailbox when drafting is enabled.
- Permission to create an Outlook event when that person confirms it. This is not permission for Vorber to manage the whole calendar.
How Vorber uses email access
- Inbox shows messages for the connected mailbox when an administrator has enabled it. The full message, including file attachments, opens in Outlook.
- Sending and drafting stay with the person. Nothing is sent until they confirm it. AI email drafts are text only and do not include file attachments.
- An administrator can turn on copying of matching Outlook mail onto the customer record. That option is off unless they enable it. Ordinary file attachments on those matched messages can be kept with the record. Files that are only a link to Microsoft file storage are not copied.
- Vorber does not delete, move or archive mailbox messages as part of the customer record.
Appointments
- A person can create an Outlook event from a Vorber appointment and confirm that action before it is created.
- Vorber does not keep the Vorber diary and Outlook calendar in sync, and it does not update or cancel the rest of the Outlook calendar.
- Vorber does not create Microsoft Teams meeting links.
Controls and consent
- An administrator turns Microsoft 365 on for the workspace and chooses which email and appointment actions the team may use.
- Each person connects their own work account. Microsoft may ask that person, or their Microsoft administrator, to approve the permissions.
- A person can disconnect their own account from Vorber. Access can also be removed in Microsoft.
What Vorber does not do
- Vorber does not read Teams chat, meeting transcripts or Teams message history.
- Vorber does not import Outlook contacts as the customer list. Customer records in Vorber stay the record of the account.
- Vorber does not read OneDrive or SharePoint files, and it does not offer shared-mailbox sending or shared-mailbox reading.
- Vorber does not take unattended access to every mailbox in the organisation.
Security and data handling
- Connection details are kept separate from the name and email shown on a person’s profile.
- Vorber protects connected-account credentials with encryption and restricted access.
- Microsoft data is used only for the enabled CRM feature and kept only as long as needed for the customer record, support, legal reasons or running the service.
Questions
- For questions about Vorber Microsoft integration, use the Contact page at https://vorber.com/contact or email [email protected].
Vorber legal and connected-service notices.
These pages explain Vorber privacy, cookie use, website and service terms, data processing and Microsoft connected-service behaviour.
Contact Vorber
support@vorber.com