CRM Integrations

Best CRMs with Microsoft 365 Integration (2026)

CRMs with native Microsoft 365 integration — Outlook email sync, Teams calling and chat, SharePoint document storage, Excel reporting. Tools built for organizations standardized on the Microsoft stack.

Why Microsoft 365 integration is its own category

Half the enterprise market runs on Microsoft 365 — Outlook for email, Teams for meetings and chat, SharePoint for documents, Excel for ad-hoc reporting. A CRM that integrates well into this stack saves your team from copy-paste tax, broken email sync, and the dozen small frictions that kill adoption.

A real Microsoft 365 integration is more than "sends emails via SMTP." It means two-way Outlook calendar sync, Teams calling deeply embedded in the CRM record, SharePoint document attachments, Excel export with live refresh, Power Automate flow integration, and Azure AD single sign-on. The CRMs below ship those connections natively.

What to prioritize

  • Two-way Outlook sync — emails sent from Outlook should log in the CRM, and emails sent from the CRM should appear in Outlook's Sent folder. One-way sync breaks rep adoption.
  • Teams calling embedded — click-to-call from a CRM record opens a Teams call, with recording and transcription logged back to the deal.
  • SharePoint document storage — attaching a proposal stores it in SharePoint (where the rest of the company can find it), not in a black-box CRM file store.
  • Power Automate / Power BI — for organizations on the Microsoft stack, automations and dashboards run through these tools. The CRM should be a first-class citizen.
  • Azure AD / Entra SSO — single sign-on with conditional access, MFA, and audit logging through Entra ID is non-negotiable for enterprise IT.
  • Microsoft Copilot — newer integration surface; CRMs that plug into Microsoft 365 Copilot let reps draft emails, summarize accounts, and generate reports inside the M365 apps they already use.

When this category is the right call

  • Enterprises standardized on Microsoft 365 for email, productivity, and identity.
  • Government, regulated industries, and large mid-market where Microsoft is the procurement default.
  • Sales teams that live in Outlook and Teams all day and don't want to context-switch to a new browser tab for every CRM action.
  • Organizations using Power Platform (Power Apps, Power Automate, Power BI) where deep integration with the Microsoft data ecosystem matters.

If your stack is Google Workspace–first, a different CRM list is the right answer. The tools below are picked for the case where Microsoft 365 is the operating system of your business and the CRM has to live inside it.

Below: CRMs with Microsoft 365 integration in our directory

Act!

CRM

Contact manager and CRM for small businesses, with email marketing, quotes and scheduling built in. Sold as Act! Advantage in the cloud or Act! Premium Desktop on-premises.

Apptivo

CRM

Modular cloud business suite with Sales CRM, Help Desk, Field Service, Campaigns and other apps. Aimed at small and mid-sized businesses.

Bigin by Zoho CRM

CRM

Bigin is Zoho's pipeline CRM for small businesses of 1 to 20 people. It combines contacts, deals, email, calls and WhatsApp, with a free plan for one user and paid plans from $7 per user per month.

Cloze

Real Estate CRM

AI relationship CRM for real estate brokerages and agents. It logs email, calls and meetings to contacts automatically. Plans run $17 to $29 per user per month, billed annually.

Dynamics 365 Sales

CRM

Microsoft sales CRM that works with Outlook, Teams and Power Platform. Copilot and prebuilt AI agents handle lead qualification, opportunity research and deal summaries.

eWay-CRM

CRM

CRM that runs inside Microsoft Outlook, with contacts, sales and project modules, a free plan and AI email features. Also available in Microsoft Teams, web and mobile.

HelpSpot

Help Desk

Help desk software from UserScape with one flat annual price per agent count, in US cloud, EU cloud or self-hosted form. Built for small and mid-sized support and IT teams.

Nimble

CRM

Nimble is a CRM for small teams with Microsoft 365 and Google Workspace integration, AI email creation, a contact prospecting tool and a single per-seat plan that includes 25,000 contacts.

Nutshell

CRM

Nutshell is a CRM with email and calendar sync, pipelines, forms and landing pages, email marketing and AI features, sold in five tiers for small and mid-size sales teams.

Pipedrive

CRM

Sales CRM built around a Kanban-style pipeline, with workflow automation, email and calendar sync, and a marketplace of 500+ integrations. Aimed at small sales teams.

Sellsy

CRM

French CRM, quoting and invoicing platform for freelancers, SMEs and mid-market firms, with marketing campaigns and cash-flow forecasting. Part of the TeamSystem group.

Syncro

ITSM

RMM, PSA and Microsoft 365 management platform for MSPs and internal IT teams. Priced per technician with unlimited endpoints.

Zammad

Help Desk

Open-source help desk (AGPLv3) that puts email, chat, phone, SMS, WhatsApp and social tickets in one queue. Self-hosted or hosted in Germany, for IT and support teams.

Close

CRM

Sales CRM for outbound teams with a built-in dialer, SMS, email and an AI agent called Chloe. Plans run $9 to $139 per user per month; the site lists 11,500+ teams.

Capsule CRM

CRM

Contact-focused CRM for small businesses and professional services firms. Contacts, sales pipelines, projects, tasks and 100+ integrations, with a free plan for 2 users.

HubSpot CRM

CRM

HubSpot is a CRM platform with Sales, Marketing, Service, Content and Data hubs on one contact database. It fits SMB and mid-market teams that want a free CRM to start and paid hubs later.