Microsoft 365 Integrations

    Overview 

    Dashboard Legal integrates with Microsoft 365 using Microsoft’s secure OAuth flow and the Microsoft Graph API. This integration connects Outlook email and calendar context to your work in Dashboard Legal, without replacing Outlook or storing your email content. 

    With the Microsoft 365 integration, you can: 

    • Use the Outlook Add-in to file emails and create tasks directly from Outlook 
    • Push checklist due dates to Outlook and invite others to events 
    • View Outlook calendar events inside Dashboard Legal, alongside checklist due dates 
    • Associate emails and calendar events to boards and workstreams using Interlink and activity rules 
    • (Optional) Use the in-app Email Client for limited workflows, if enabled by your organization 

    Important: Dashboard Legal does not store your emails or calendar content. Emails and attachments are pushed directly to your organization’s document management system (DMS), such as iManage, NetDocuments, or SharePoint, based on your configuration. 

     

    Security & Data Handling 

    Dashboard Legal is designed to align with legal and enterprise governance requirements. 

    • Dashboard Legal does not store email bodies or attachments, whether through the Outlook Add-in, Interlink, Activity Association, or the optional Email Client. 
    • Emails and attachments are saved directly to your configured DMS when filed. 
    • Calendar events are displayed for visibility and planning; event content is not stored. 
    • Authentication uses Microsoft OAuth; Dashboard Legal never stores Microsoft passwords. 
    • Access to Microsoft 365 data is limited to permissions granted during user consent and controlled by org-level settings. 

    Permissions are feature-based. Dashboard Legal only requests Microsoft permissions required for the features your organization enables. If a feature is disabled (for example, the Email Client), Dashboard Legal will not request or use the permissions associated with that feature.

    Admin Setup (Organization Owners & Admins) 

    Before users can connect their Microsoft accounts, an Org Owner/Admin must enable the Microsoft 365 integration. 

    Enable Microsoft 365 Integration 

    1. Go to Settings → Integration Settings 
    2. Under Email / Calendar Integration, select Microsoft Outlook (O365) 
    3. Enable the features your organization wants: 

      1. Outlook Add-in 
      2. Calendar Integration 
      3. Interlink / Activity Association 
      4. Email Client (Optional – Advanced) 
      5. Click Save 

    Administrator Approval (Microsoft Entra / O365) 

    Some Microsoft tenants require administrator approval before users can authorize third-party applications. 

    If approval is required: 

    • A Microsoft administrator must approve Dashboard Legal’s permissions in the Microsoft Admin portal 
    • Approval may be granted for individual users or org-wide, depending on tenant policy 

    Microsoft 365 Permissions by Feature 

    Dashboard Legal requests Microsoft 365 permissions based on the features your organization enables. Permissions are feature-specific and are only requested when required. 

    Dashboard Legal does not request permissions for disabled features. 

     

    Calendar Integration Only 

    If your organization enables Calendar Integration only, Dashboard Legal requests the following permissions: 

    • Calendars.ReadWrite
      Used to read Outlook calendar events for display in Dashboard Legal and to create or update calendar events when pushing checklist due dates to Outlook. 
    • MailboxSettings.Read
      Used to read mailbox settings such as timezone to ensure calendar events are displayed correctly. 
    • People.Read
      Used for basic user and attendee lookups related to calendar events. 

     

    Calendar Integration + Activity Summary 

    If your organization enables Calendar Integration and Activity Summary, Dashboard Legal requests the following additional permissions: 

    • User.Read
      Used to identify the signed-in Microsoft account. 
    • Mail.Read
      Read-only access used to associate emails with boards and workstreams for activity summaries. Email content is not stored. 
    • People.Read
      Used for contact and participant lookups related to emails and calendar events. 

     

    In this configuration, the full set of permissions requested includes: 

    • User.Read 
    • Mail.Read 
    • People.Read 
    • Calendars.ReadWrite 
    • MailboxSettings.Read 

     

    Outlook Add-In 

    If your organization enables the Outlook Add-In, Dashboard Legal requests additional permissions to support email-based actions initiated by the user directly from Outlook. 

    Additional permissions required: 

    • Mail.ReadWrite
      Required to allow users to file emails, create tasks from messages, and save attachments to the document management system (DMS) using the Outlook Add-In. 

    These permissions are used only to perform user-initiated actions. Emails remain in Outlook and are not stored in Dashboard Legal. 

    If the Outlook Add-In is disabled, these permissions are not requested. 

    For more information, see:
    Outlook Add-In Overview and Setup 

     

     

    Link Your Microsoft Account (End Users) 

    Once the integration is enabled at the org level, each user connects their own Microsoft account. 

    1. Go to Account → Email Preferences 
    1. Select Microsoft Outlook (O365) 
    1. Complete the Microsoft sign-in and consent flow 

    If your connection needs to be refreshed later: 

    • Refresh API Token – refreshes authorization 
    • Grant Permissions – re-prompts for consent if new features are enabled 
    • Disconnect Account – removes access 

     

    Outlook Add-in 

    The Outlook Add-in is the primary way users interact with Microsoft 365 in Dashboard Legal. 

    With the add-in, you can: 

    • File emails directly from Outlook to a board or workstream 
    • Save email attachments directly to your DMS 
    • Create checklist items from emails 
    • Interlink emails to Dashboard Legal work without moving or copying the email

     

    Calendar Integration 

    Dashboard Legal’s Calendar integration works in two directions, giving you both planning control and visibility—without replacing Outlook. 

    Push Dashboard Legal Due Dates to Outlook 

    You can send checklist due dates from Dashboard Legal to your Outlook calendar. 

    What this enables 

    • Create Outlook calendar events from checklist items 
    • Invite other attendees using Outlook 
    • Keep personal and team calendars aligned with matter timelines 

    Good to know 

    • Events are created in Outlook using your Microsoft account 
    • Dashboard Legal does not store calendar event content 
    • You control updates and invitations in Outlook 

     

    View Outlook Calendar Events in Dashboard Legal 

    You can display Outlook calendar events inside the Dashboard Legal calendar alongside checklist due dates. 

    What this enables 

    • A unified calendar view showing Outlook events and Dashboard Legal tasks 
    • The ability to layer calendars on or off by client, board, or workstream 
    • Better visibility into availability and workload across matters 

    Good to know 

    • Calendar events are shown for planning and context only 
    • Event content is not stored in Dashboard Legal 
    • Visibility respects Outlook permissions and org settings

     

    Interlink & Activity Association 

    Interlink connects emails and calendar events to your boards and workstreams so activity appears alongside the work—without storing the underlying content. 

    How it works 

    • Emails and events are associated using configurable board and workstream rules 
    • Only references and metadata are stored in Dashboard Legal 
    • Attachments are pushed directly to your DMS when saved 

    Why it matters 

    • Preserve a complete activity trail 
    • Keep documents governed by your DMS 
    • Avoid duplicating or storing email content 

     

    Email Client (Optional) 

    Advanced Feature 

    The Dashboard Legal Email Client allows limited email visibility and actions inside Dashboard Legal. This feature is optional and must be enabled by your organization. 

    Good to know 

    • Dashboard Legal is not an email replacement 
    • Emails continue to live in Outlook 
    • The Email Client is not required for: 
    • Outlook Add-in 
    • Calendar integration 
    • Interlink or activity association 

    When to use 

    • Your organization has explicitly enabled it 
    • You want basic email visibility without switching tools 

    When not to use 

    • If your primary workflow is Outlook 
    • If you only need filing, calendar context, or Interlink