Microsoft 365 Contacts

What does Microsoft 365 Contacts do?

Microsoft 365 Contacts copies the people in your Crisp CRM to your Microsoft 365 tenant as contacts, so your team finds them in Outlook, Teams and the address book. Every person with an email address becomes a contact with their name, company and phone number. When people are added, changed or removed in Crisp, Microsoft 365 follows right away.
The sync goes one way, from Crisp to Microsoft 365. The plugin only touches the contacts it created itself. Your mailboxes, guests and the contacts your team made by hand are never changed.
For example, you can sync only people in your "customer" segment, so your sales team sees every customer in Outlook without filling the address book with leads.

Getting started

1. Open the plugin settings in Crisp and press Connect Microsoft 365.
2. A Microsoft 365 admin (Global Administrator or Privileged Role Administrator) approves the plugin and signs in once more. The plugin then gives itself the Exchange Recipient Administrator role, which only manages recipients such as contacts.
3. Back in Crisp, the page tests the connection. A new role can take a few minutes, sometimes up to an hour, to apply.
4. Press Sync all contacts now once, then turn on automatic sync.

Plugin Settings

• Keep contacts in sync automatically: updates Microsoft 365 as soon as people are added, changed or removed in Crisp.
• Skip anonymous visitors: leaves out people who only have a generated name like "visitor1234". When turned off, they are synced with their email address as the name.
• Which people to sync: all people, only people in the segments you list, or everyone except people in those segments. People who no longer match are removed from Microsoft 365 on the next sync.
• When a person is removed in Crisp: remove the contact (default) or keep it. This also applies when a person no longer has an email address.

Plugin Actions

• Test connection: checks that Microsoft 365 still accepts the plugin. This also happens every time you open the settings.
• Sync all contacts now: creates, updates and removes contacts for all your Crisp people. Run it after connecting and after changing a filter. You can stop it at any time.
• Remove all synced contacts: deletes every contact the plugin created for this Crisp website, and nothing else. Turn off automatic sync first and type DELETE to confirm.
• Disconnect: stops the sync. Contacts already in Microsoft 365 stay there.

Data safety

Microsoft 365 Contacts passes your data from Crisp to Microsoft 365 and keeps nothing for itself.

• No database: contact details are read from Crisp and written to Microsoft 365 at the moment of syncing, and not stored anywhere else.
• Limited access: the plugin can only manage recipients such as contacts. It cannot read mail, calendars or files.
• Only its own contacts: existing mailboxes, guests and contacts are never overwritten, and each Crisp website only manages its own contacts.
• No personal data in our logs: our server logs contain only IDs, counts and error codes, never names, email addresses or phone numbers. Full error messages are shown only in your plugin settings in Crisp.
• Settings stay in Crisp: the connection details, your settings and the result of the last sync are stored in your Crisp plugin settings.

FAQ

Where do the contacts show up? In the Outlook address book, in Outlook and Teams search, and under Contacts in the Microsoft 365 admin center. Desktop Outlook's offline address book can take a while to pick them up.
Why are some people skipped as "Already in Microsoft 365"? Their email address already belongs to a colleague, guest or another contact. Microsoft 365 allows each address only once, so the plugin leaves the existing one alone and tries again on every sync.
Can I edit a synced contact in Microsoft 365? You can, but the next sync replaces your change with the data from Crisp. Make changes in Crisp instead.
The settings show "Connection lost". What now? An admin may have removed the plugin's access or its role. Press Connect Microsoft 365 and go through the setup again; your settings are kept.
Can several Crisp websites use the same Microsoft 365 tenant? Yes. Each website manages only its own contacts.

Updated on: 19/10/2026