Who can use this feature?
- Admins
- Available on all plans
Connections allow you to bring data into Unison from another source. An Outlook integration pulls your team's email and meeting activity to be analyzed for your scored accounts.
Enable Outlook for authentication
Once you enable Outlook for authentication, your team members can find the option to authenticate their own Outlook accounts from within their Unison user profile. Each user for whom you want to track email and meeting activity must be added as a user in Unison and individually authenticate their Microsoft accounts.
- In Unison, click Settings from the left nav.
- Click Integrations.
- Click Add a Connection.
- Locate the Outlook data source, and click Connect.
- Click Enable Outlook Mail & Calendar.
- Click Enable Microsoft Teams.
Once your team members authenticate their own Outlook accounts with Unison, you can view email and meeting records.