What this integration does
- OneDrive & SharePoint — import files into pursuits, export SamSearch documents back to OneDrive, and manage proposal templates
- Outlook Mail — send pursuit emails from within Journey Hub, using your connected Microsoft account, with per-pursuit tracking
- Calendar — pursuit due dates sync automatically to your selected Outlook Calendar, with deadline reminders
- Teams Meetings — the connection also covers scheduling Teams meetings with pursuit contacts
Part 1 — Connect Microsoft Workspace
1
Open Integrations
In the left sidebar, scroll to Account and click Integrations.
2
Find the Microsoft Workspace card
Scroll to the Cloud Storage section. The Microsoft Workspace card shows your current connection status.
3
Disconnect Google Workspace first (if you have it connected)
Microsoft Workspace and Google Workspace can’t both be connected under your account at the same time. If your Google Workspace card shows Connected, click Disconnect on it before continuing.
4
Click Connect Microsoft Workspace
Click Connect on the Microsoft Workspace card. A dialog lists exactly which Microsoft services SamSearch is requesting: OneDrive & SharePoint, Outlook Mail & Calendar, and Teams Meetings. Review it and click Connect with Microsoft.
5
Sign in with Microsoft 365
A popup opens for you to sign in with your Microsoft 365 account and grant the requested access. If you’re already signed in to Microsoft 365 in your browser, this can complete without an extra sign-in prompt.
6
Confirm connected status
The popup closes, the Microsoft Workspace card shows Connected along with your Microsoft 365 account email, and the Configure panel opens automatically so you can review the service toggles below.
Part 2 — Configure OneDrive, Outlook, and Calendar
Each service has its own Enabled / Off toggle:- OneDrive/SharePoint — import files into pursuits, export documents to OneDrive, and proposal template management.
- Outlook Mail — send from within Journey Hub and track emails per pursuit, using your connected Microsoft account. You can also set a custom Sender display name, and manage your email templates and signature from the same panel.
- Calendar — auto-sync due-date changes and get deadline reminders. Pick your Default calendar from a dropdown of your live Outlook calendars.
Using the integration
- Attach a OneDrive file: from a pursuit, attach a file from OneDrive — it imports a copy into SamSearch.
- Export to OneDrive: export a SamSearch document back to your connected OneDrive.
- Send an email: from a pursuit, send via Outlook using your connected account.
- Calendar sync: pursuit due dates automatically appear on your connected Outlook Calendar. Updating a due date in SamSearch updates the calendar event.
Troubleshooting
“Can’t connect — Google Workspace is already connected”- Google Workspace and Microsoft Workspace are mutually exclusive per person. Disconnect Google Workspace on the Integrations page, then try connecting Microsoft Workspace again.
- Confirm the integration status is Connected — an expired or revoked token shows as an Error state with a Reconnect link. See Connection states.
- Confirm OneDrive/SharePoint is toggled Enabled under Configure.
- Confirm you have view access to the file — SamSearch can only attach files your Microsoft account can already access.
- Confirm Calendar is toggled Enabled and a Default calendar is selected under Configure.
- Confirm Calendar permission was granted during the OAuth step — re-run the connection if you declined it initially.
- If Save preferences wouldn’t save, you likely lack write access on the chosen calendar — pick one you can edit, or grant edit access to your connected Microsoft account.