CoordHub integrates with Microsoft 365 (Outlook) to sync activities between CoordHub and your Outlook calendar.

What syncs

When the integration is active:
  • Activities you log in CoordHub create calendar events in your Outlook calendar
  • The calendar event includes the participant name, activity type, and case note summary
Activity details are kept minimal in the calendar event to protect participant privacy in shared or team calendar environments.

Setting up the integration

The M365 integration is set up at the organisation level by an administrator, then individual coordinators connect their own Outlook account. Administrator setup (Settings → Integrations → Microsoft 365):
  1. Your IT administrator or CoordHub administrator registers the CoordHub app in your organisation’s Azure Active Directory
  2. They provide CoordHub with the required App ID and tenant credentials
  3. CoordHub establishes the M365 connection for the organisation
Individual coordinator connection:
  1. Go to your Profile (top-right corner → Profile)
  2. Click Connect Microsoft 365
  3. Sign in with your Outlook/Microsoft account
  4. Approve the permissions CoordHub requests (calendar read/write)
  5. Your calendar is now connected

Disconnecting

To disconnect, go to your Profile → Microsoft 365 → Disconnect. This stops new activities from creating calendar events. Existing events in your Outlook calendar are not removed.
The M365 integration requires your organisation to have a Microsoft 365 Business subscription and an administrator who can register apps in Azure Active Directory. Contact your IT team or CoordHub support if you need help with the organisational setup.

Troubleshooting M365 connection issues

This usually means a browser pop-up blocker prevented the Microsoft authentication window from opening. Allow pop-ups from app.coordhub.au in your browser settings, then try again. In Chrome: click the pop-up blocked icon in the address bar → Allow. In Edge: Settings → Cookies and site permissions → Pop-ups and redirects → add app.coordhub.au.
After connecting, new activities you log will create calendar events — but existing activities don’t retroactively sync. Log a new test activity and check Outlook 1–2 minutes later. If it doesn’t appear, check the connection status under Profile → Microsoft 365. If the connection shows as Disconnected, reconnect. If it shows as Connected but events still don’t sync, contact your IT administrator — there may be a permission issue with the Azure AD app registration.
The M365 integration only puts minimal information in calendar events by design — it should show the activity type, not the participant’s full name. If you’re seeing more participant detail than expected in a shared calendar, go to Profile → Microsoft 365 and check the Privacy Level setting. Set it to Minimal to reduce the information included in calendar events.
This usually means your organisation’s Azure AD settings don’t allow the CoordHub app. Your IT administrator needs to grant admin consent for the CoordHub app in Azure Active Directory. Ask them to go to Azure Portal → App registrations → Enterprise applications → find CoordHub → Grant admin consent. Share the Connecting your calendar guide with your IT team.