Configuring Outlook Sync
Using Gmail instead? See Configuring Gmail Sync.
Steps to Configure Outlook Sync
Step 1: Access Personal Preferences
Begin by locating your FluentCase profile picture in the upper right corner of the page. Click the profile picture and select Personal Preferences.
Step 2: Navigate to Email Accounts
After opening Personal Preferences, click Email Accounts in the left navigation panel.
Step 3: Link Outlook Account
On the Email Accounts page, click Connect Outlook Account to begin the Microsoft authorization flow.
Step 4: Sign in to Microsoft
Select the Outlook or Microsoft 365 account you want to connect to FluentCase, or enter your Microsoft email address and password if prompted.
Step 5: Accept Microsoft Permissions
Microsoft will ask you to allow FluentCase to access your Outlook account. Review the prompt and click Accept to continue.
Step 6: Review Your Email Signature
After the account is connected, review your FluentCase email signature on the same setup page and save any changes you want to make.
Complete
The Outlook link process is now complete. Please allow 10–15 minutes for messages to propagate into your FluentCase email inbox.