---
schema_version: "1"
id: 5369ac17181cacbe727e48cd9e033fd993184aaa594e3114866579c065bbf772
title: Connect Einstein Activity Capture to Microsoft Office 365 using User-Level Authentication
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_setup_user_level_connection.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_setup_user_level_connection.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97d0f6d70f53e792c8b0fb3b562ee5b2b62c4760dfa7c6eb1a6a6226ccb958be
description: The user-level authentication method is available for Microsoft Exchange on-premises servers and Microsoft Office 365. After users are assigned to Einstein Activity Capture, they’re prompted to connect their Microsoft account to Salesforce.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Connect Einstein Activity Capture to Microsoft Office 365 using User-Level Authentication

The user-level authentication method is available for Microsoft Exchange on-premises servers and Microsoft Office 365. After users are assigned to Einstein Activity Capture, they’re prompted to connect their Microsoft account to Salesforce.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d174224e132">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e132 ">To connect Salesforce to Microsoft 365:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e132 ">Customize Application or Modify All Data</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e132 ">To view the Einstein Activity Capture setup pages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e132 ">
              <p>View Setup and Configurations </p>
              <p>and</p>
              <p style="margin-bottom:0;">Customize Application or Modify All
                Data</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you begin, confirm that your Azure admin has granted org-wide Microsoft Graph API access and permissions. See [App ID for Microsoft Graph Authentication](https://help.salesforce.com/s/articleView?id=sales.activity_capture_graph_api.htm&release=264.0.0&type=5). The admin setting up the connection from Microsoft is required to be assigned the DirectoryRole of a Global Admin, Cloud Application Admin, or Application Admin.

1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select **Settings**.
    
    If it’s your first time setting up Einstein Activity Capture, the setup flow guides you through the steps. If you already set up Einstein Activity Capture and want to change the authentication method, reset Einstein Activity Capture.
2. Select **Microsoft 365** as the email and calendar app to connect to Einstein Activity Capture.
3. Select **User-Level OAuth 2.0** as your authentication method for Einstein Activity Capture to connect to Microsoft Office 365.
4. Follow the remaining Einstein Activity Capture setup steps, including [creating a configuration and adding users to it](https://help.salesforce.com/s/articleView?id=sales.aac_setup_create_configuration.htm&release=264.0.0&type=5 "Configurations determine which data gets captured and how it flows between Salesforce and your connected account. You create one configuration during the initial setup and you can add more to customize data capture and sync behavior for specific users or profiles. By default, Einstein Activity Capture syncs events and contacts bi-directionally, though you can edit these settings at any time.").

Salesforce prompts users to connect their Microsoft Office 365 account to Salesforce. Until they do, they can’t send emails in Lightning Experience.

#### See Also

- [Set Up Einstein Activity Capture for Your Team](https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&release=264.0.0&type=5 "Get your sales reps up and running with Einstein Activity Capture. Give users access to Einstein Activity Capture. Connect your company’s email and calendar application to Salesforce, and create a configuration that controls how data moves between applications. Define settings such as which data to exclude and how activities are shared. When you’re done configuring Einstein Activity Capture, your users have some setup to do, too.")
- [Connect Your Email and Calendar to Salesforce with Einstein Activity Capture or Inbox](https://help.salesforce.com/s/articleView?id=sales.aac_connect_additional_accounts.htm&release=264.0.0&type=5 "Depending on how your Salesforce admin configures Einstein Activity Capture, it’s possible that you’re responsible for connecting or reconnecting your Microsoft or Gmail account to Salesforce. If you use Lightning Email and have access to Inbox features, connect an account to Salesforce.")