Overview
The Microsoft 365 integration connects your personal Microsoft account to the Kickscale Agent.
Once connected, the Agent can work with your calendar, emails, documents, and spreadsheets. This helps automate everyday sales tasks without switching between tools.
Each user connects their own Microsoft 365 account under Personal Settings.
How to connect Microsoft 365
Open Settings in Kickscale.
Under Personal, select My Integrations.
Find the Microsoft 365 section.
Click Connect Microsoft 365.
Sign in with the Microsoft account you want to connect.
Microsoft will ask you to authorize the Kickscale Agent Entra application.
Review the requested permissions and approve access.
Return to Kickscale after completing the authorization.
Your Microsoft 365 account is now available to the Kickscale Agent.
What can the Kickscale Agent access?
After connecting Microsoft 365, the Agent can use the following tools.
Outlook Mail and Calendar
The Agent can:
View calendar events within a selected timeframe.
Create, update, and cancel calendar events.
Invite attendees to calendar events.
Accept or decline calendar invitations.
Search your inbox and read emails.
View existing email drafts.
Create new email drafts, including Reply All drafts.
Update recipients, subjects, or content in existing drafts.
For example, ask the Agent to find available meeting times or prepare a follow-up email.
OneDrive
The Agent can:
Search Word, text, and Markdown documents.
Read document content.
Create new Word documents.
Update the complete content of existing documents.
This lets the Agent use your documents while helping with sales-related tasks.
Excel
The Agent can:
Search for Excel workbooks.
View available worksheets and used ranges.
Read values from selected spreadsheet ranges.
Create Excel workbooks in the Kickscale folder.
Add new rows to worksheets.
Update selected cell ranges.
For example, the Agent can add structured information to an existing spreadsheet.
Required Microsoft permissions
The Kickscale Agent application requests these delegated permissions:
Permission | Why it is needed |
| Read and manage your calendars |
| Read and manage files you can access |
| Read and manage your email and drafts |
| Maintain authorized access after you sign in |
| Sign you in and read your basic profile |
These permissions are delegated. The integration acts through the Microsoft account you connect.
Your Microsoft organization may require administrator approval before you can grant these permissions.
Tips & Best Practices
Connect the Microsoft account you use for your daily sales activities.
Review the requested Microsoft permissions before approving access.
Use clear instructions when asking the Agent to work with Microsoft 365.
Include relevant dates, recipients, filenames, or workbook names in your request.
Troubleshooting
Microsoft says administrator approval is required
Your Microsoft organization may restrict users from approving applications or specific permissions.
Ask your Microsoft administrator to approve the Kickscale Agent application and its required permissions.
For general guidance, see Granting Administrative Consent for Kickscale in Microsoft Entra.
The integration is stuck on the "Connecting Microsoft 365" Kickscale Screen
If this happens, you probably have to finish your MFA via your Authenticator App.