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
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):- Your IT administrator or CoordHub administrator registers the CoordHub app in your organisation’s Azure Active Directory
- They provide CoordHub with the required App ID and tenant credentials
- CoordHub establishes the M365 connection for the organisation
- Go to your Profile (top-right corner → Profile)
- Click Connect Microsoft 365
- Sign in with your Outlook/Microsoft account
- Approve the permissions CoordHub requests (calendar read/write)
- 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
I clicked 'Connect Microsoft 365' but nothing happened
I clicked 'Connect Microsoft 365' but nothing happened
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.I authorised the connection but activities aren't appearing in Outlook
I authorised the connection but activities aren't appearing in Outlook
The connection is working but I can see participant names in shared calendars
The connection is working but I can see participant names in shared calendars
I'm getting a permission error when trying to connect
I'm getting a permission error when trying to connect
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.