BeeCastle uses Microsoft 365 integration to automatically analyse & record the email, calendar & calling touchpoints you have with the contacts you have in the BeeCastle platform.
Our user-based OAuth integration with Microsoft 365 automatically records email & calendar events against contact records. This record does not include body content – instead we only record where, when & with whom.
To enable this, our 365 integration requests for each user that authorises integration:
Read access to email: so we can record those email records against contacts. We only record emails to contacts within the system
Read access to calendar: so we can record those calendar records against contacts. We only record emails to contacts within the system
Contacts & profile: to automatically pre-fill the contact record when a user wants to manually add a contact
We do not ask for tenant-wide Account permissions for email, calendar, contacts & profile. Each user must provide permission separately.
If you would like to integrate Microsoft Direct Routing interactions, you will need to provide read-only tenant wide permission/access for Microsoft Teams Routing call information through Microsoft AAD.
Given all of our permission set for BeeCastle is read-only we cannot change information stored in M365.