Microsoft 365: SharePoint, Teams, and Calendar

The Microsoft 365 integration has two levels, and it matters who sets up which.

1. 1
   Open Settings → Integrations → SharePoint

   Enter your Microsoft tenant ID and the default site URL.
2. 2
   Grant admin consent in Azure

   The SharePoint files/sites permissions are configured on the app registration at the tenant level — a Microsoft global admin approves once.
3. 3
   Link folders to projects

   Each project can link a SharePoint folder; documents attach to tasks as links.

1. 1
   Click Connect Microsoft account

   From Settings → My connections. You'll consent to the exact permissions below — nothing more.
2. 2
   Map projects to channels

   A PM maps each project to a Teams channel. Every comment, note, or chat added in Current posts to that channel — Teams stays the source of truth for project communication. Partner comments arrive attributed as "Partner: [name]".
3. 3
   Let Calendar work both ways

   Task due dates and milestones push to your calendar; Current reads your busy blocks so scheduling respects real availability.
4. 4
   Get your to-dos and project tasks in Microsoft To Do

   The same connection also puts your personal to-dos (both ways) and your assigned project tasks (a one-way, personal view — checking one off there never completes the real task) into Microsoft To Do. It turns on automatically once you connect — nothing extra to set up here. See "Microsoft To Do two-way sync: your to-dos and project tasks".

offline_access  openid  email  profile  User.Read
ChannelMessage.Send            # post to Teams channels
Calendars.ReadWrite            # push & manage your calendar
Tasks.ReadWrite                # sync your to-dos & project tasks with Microsoft To Do