This guide covers how Outlook/Microsoft 365 connections work in Stax.ai CX Inbox. It focuses on Microsoft OAuth permissions, sync behavior, common limits, and Outlook-specific troubleshooting.
Outlook remains the source of truth, and CX provides the operational view and workflow tools.
Outlook connection specifics
Connection steps are the same as other providers; Microsoft differences are usually token lifecycle, tenant security policy, and account selection during sign-in.
Authorization is account-specific. If access is revoked by user/admin policy, CX shows Disconnected until reauthorized.
Permissions and policy behavior
CX uses Microsoft OAuth (no direct password sharing).
Microsoft Entra tenant policies (conditional access/app consent restrictions) can block new or existing connections.
Policy changes may require reconnect.
Data CX syncs
Thread/message IDs, headers, subject, text/HTML body, timestamps, read state, and attachment metadata.
Workflow metadata when used (bookmark/tags/importance/sentiment/safe-for-everyone and scheduled-send fields).
Sync timing and limits
Initial sync is newest-first historical ingestion.
Typical scope target: up to 6 months of history or up to 10,000 messages per selected folder/label (whichever hits first).
Ongoing sync is incremental; Re-Sync Messages can force an immediate refresh attempt.
Learn how to connect to Microsoft Graph API