Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph

Available in: Lightning Experience

Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions

Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition

Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions

Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions

Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions

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. 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.

• Microsoft Graph Authentication in Einstein Activity Capture
  Starting Spring ’26, Einstein Activity Capture configured to use Microsoft Office 365 is automatically authenticated by using Microsoft Graph. If you set up Einstein Activity Capture to use Microsoft Office 365 before Spring ’26, upgrade to Microsoft Graph by October 1, 2026 to avoid service disruption.
• Start Microsoft Graph Upgrade for Org-Level Connections
  Follow the prompts in the Setup to start the process. After you complete the upgrade, you can't roll back to Exchange Web Services (EWS).
• Start Microsoft Graph Upgrade for User-Level Connections
  Follow the prompts in Setup to start the process. After you complete the upgrade, you can’t roll back to Exchange Web Services (EWS).