How to connect your Microsoft accounts
Go to your Settings in the Accounts section
Click on Connect a Microsoft account: you can connect all the Microsoft accounts you want to synchronize with folk.
Give permissions: make sure to give the right permissions to enable folk to import your contacts & interactions
Which information will be synchronized?
Contacts: We import all your contacts saved in Outlook. Contacts that are contained in contact folders. This way, you can easily build your contact database, getting all the info you need straight from your emails.
Interactions: folk imports most of the interactions you had with these contacts such as emails (email content, subject, date, and participants) and calendar events (event content, name, date, and participants). folk automatically pins the information extracted from Outlook to the right contact profile.
When does folk synchronize the contacts?
Contacts are synced in real-time. New contacts will automatically be imported into folk. They'll be available in the 'Search'.
Interactions (emails & calendar events) are also synced in real-time and automatically. Every new interaction will appear on your contacts' profiles.
What data is imported exactly from Microsoft?
Interactions: emails and calendar events are imported except:
Unread/archived messages will not be imported
Recurring events from Google Calendar will not be imported
Upcoming events scheduled more than 1 month in the future (we display a maximum of 5 future interactions)
Emails with more than 20 recipients will not be imported
Events with more than 20 attendees will not be imported
Emails received from subscriptions and mailing lists won't be imported
In the Standard plan, interactions displayed are limited to 30 and less than 3 years old interactions.
In the Premium plan, we display all your interactions from all time (no limit).
Share my interactions with my teammates
By default, all your interactions (Emails and Calendar events) are private and will not be shared with anyone in your workspace.
You can decide to share your interactions with all the members in your workspace by selecting one of these 2 sharing options:
Subject only: Email subjects, event names and participants will be visible to your teammates
Full access: Everything is shared to your teammates including email body, subject, participants
FAQ
What happens if my Microsoft account is managed by an administrator?
If your account is managed by an administrator, then when connecting your account, Microsoft will request an approval from your admin.
Your admin will need to approve the integration, so that you can sync your Outlook account to folk.