Does the integration keep dropping and needing to be reconnected? You may see a "Need admin approval" message like this when connecting:
This happens when consent for Trail was not granted for the whole organisation. Microsoft then re-prompts for approval on each new sign-in. The fix is a one-time, organisation-wide approval.
You'll need to be a Microsoft 365 Global Admin to do it. Once it's done, everyone on your team (including non-admins) can connect without being asked again.
Step-by-Step Instructions
Make sure you’re signed in on your browser using your Microsoft 365 Global Admin account
Review the permissions and tick “Consent on behalf of your organization”.
This is the most important step
Click Accept.
You may then land on a Trail CRM error screen (seen below).
That's expected — just close the tab.
Now test the integration for any user in the organisation
Still stuck?
If the integration still won't stay connected, get in touch at support@gettrail.com and we'll take a look.


