---
schema_version: "1"
id: 4809545d52ab81e545e5c886bad74e8adee149f7554535cbc1666adf8578da18
title: Start Microsoft Graph Upgrade for User-Level Connections
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/eac_start_migration_user_level.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.eac_start_migration_user_level.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73556fc9492078da700208cd45bcd03752cca5f159b8ba4ff8ce3022f48314d1
description: Follow the prompts in Setup to start the process. After you complete the upgrade, you can’t roll back to Exchange Web Services (EWS).
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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).

### 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="d47889e134">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47889e134 ">To connect Salesforce to Microsoft Office 365:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47889e134 ">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="d47889e134 ">To view the Einstein Activity Capture setup pages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47889e134 ">
              <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.

If Salesforce Inbox is configured in the org and its authentication method hasn’t been upgraded to Microsoft Graph, this upgrade procedure upgrades the authentication method of Salesforce Inbox to Microsoft Graph.

1. From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select **Settings**.
2. In the Summary tab, click **Upgrade to Microsoft Graph**.
    
    ![Upgrade to Microsoft Graph in Einstein Activity Capture](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/eac_graph_user_auth_settings_page.png)
3. View authentication-mapping details.
    
    ![View authentication mapping when upgrading to Microsoft Graph](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/eac_graph_user_auth_mapping.png)
4. Consent to confirm that this upgrade requires each user to reconnect to their accounts to fully transition to Microsoft Graph.
5. Click **Finish** to complete the upgrade to Microsoft Graph.
    
    ![Consent to upgrading to Microsoft Graph and click Finish.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/aac/eac_graph_user_auth_consent.png)

A notification in the notification tray and banner message alert users that the admin has changed the Microsoft connection method. Each user must [reconnect their account](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."), or their email, event, and contact data stops syncing for their connected accounts in Einstein Activity Capture. Each user account continues to use EWS authentication until they reconnect their account.

#### See Also

- [Microsoft Graph Authentication in Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.eac_graph_migration.htm&release=264.0.0&type=5 "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.")
- [Microsoft Graph API](https://help.salesforce.com/s/articleView?id=sales.activity_capture_graph_api.htm&release=264.0.0&type=5 "Starting Spring ’26, Einstein Activity Capture configured to use Microsoft Office 365 is automatically authenticated by using Microsoft Graph. Microsoft is retiring Exchange Web Services in October 2026 for Microsoft Office 365, and Microsoft Graph API replaces Exchange Web Services as a more advanced, secure, and scalable solution. Microsoft Graph exposes REST APIs and client libraries to access data on Microsoft Office 365.")
- [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.")