Built for Microsoft 365 teams

A CRM that lives inside Outlook the way reps already work.

Microsoft 365 teams want their CRM to feel native in Outlook, Teams, and SharePoint. Most CRMs ship a weak Outlook add-in and call it integration. Strkr ships the full inbox-first sidebar in Outlook desktop (Windows and Mac) and Outlook web, with calendar sync, Teams integration, and SharePoint attachment handling.

Start free trial See pricing
What this audience is actually dealing with

The pains that bring buyers here.

Microsoft 365 teams have specific integration expectations that most Google-first CRMs cannot meet cleanly: Outlook desktop (not just web), Teams for internal collaboration, SharePoint for shared files, Microsoft Graph for calendar and contacts. The cards below are the gaps in common CRM Outlook integrations.

Outlook desktop is the weak point

The add-in works in web but not in the desktop client reps actually use.

Most Microsoft 365 companies run Outlook desktop (Windows and Mac) as the primary email client. Most CRM Outlook integrations are web-only or ship a thin desktop add-in. Reps living in desktop Outlook do not get the sidebar context. Strkr ships full-parity add-ins for Outlook desktop (Windows and Mac) and Outlook web.

Microsoft Graph not fully used

The integration misses calendar, contacts, SharePoint.

Microsoft Graph exposes calendar, contacts, SharePoint, Teams, OneDrive via unified API. Many CRM integrations only use the mail scope. Strkr uses the full Graph surface: mail logging, calendar sync, contact sync, SharePoint attachment, Teams-channel integration.

Calendar sync is one-way

Meetings created in Outlook do not appear on the deal.

When a rep creates a meeting in Outlook with a prospect, the meeting should land on the deal record automatically. Many CRM integrations only sync in one direction (CRM-created meetings land in Outlook) and miss meetings created in Outlook. Strkr bi-directionally syncs so meetings created in either tool land on both records.

Teams integration is a bolt-on

Call summaries and Teams-chat threads do not land in the CRM.

Microsoft Teams is the primary meeting-and-chat tool for Microsoft 365 teams. Most CRMs do not integrate deeply with Teams, so call summaries from Teams meetings and internal Teams-chat threads about deals do not land on the record. Strkr integrates with Teams for meeting recording, call transcription, and shared-channel integration for account-specific collaboration.

SharePoint attachments disconnected

The customer contract lives in SharePoint, invisible to the CRM.

Enterprise contracts, SOWs, and reference documents often live in SharePoint sites with specific permissions. Most CRMs do not read SharePoint attachments, so the CRM record has no connection to the actual contract. Strkr integrates with SharePoint for linked attachments respecting the SharePoint permissions.

Entra ID SSO is premium-tier

The CRM asks for a separate login after Microsoft SSO.

Microsoft 365 teams expect single sign-on through Entra ID (formerly Azure AD) by default. Many CRMs charge for SSO on higher tiers. Strkr includes Entra ID SSO on every paid tier via SAML 2.0 and OIDC, which satisfies the common procurement expectation for Microsoft-first teams.

The Outlook integration primitives

What ships natively when a rep connects Microsoft 365.

The Microsoft 365 integration uses Microsoft Graph for the full data surface and Office JavaScript APIs for the Outlook add-in. The cards below are the primitives available on every paid tier.

Outlook desktop add-in

Full sidebar in Outlook desktop for Windows and Mac.

The Outlook desktop add-in renders the Strkr sidebar natively in Outlook for Windows and Outlook for Mac. The sidebar shows the matched contact, account, deal, open commitments, and the Strkr AI draft reply. Reps living in desktop Outlook (the majority of Microsoft 365 companies) get the full context without switching to the web client.

Outlook web add-in

Same experience in the web client.

The Outlook web add-in delivers the same experience as the desktop version. Teams running Outlook web (BYOD environments, Mac users on older OS versions, Linux desktops accessing via web) get the full context. Feature parity between desktop and web ensures no team member works with reduced CRM visibility.

Mail logging

Every email auto-logged via Microsoft Graph.

Email logging runs through Microsoft Graph on the server side. Every send and receive on matched contacts logs automatically. Internal rep-to-rep email is excluded by default (configurable). Logging is complete regardless of which Outlook client the rep used (desktop, web, mobile).

Calendar bi-directional sync

Meetings created in either tool land on both records.

Calendar sync is bi-directional via Microsoft Graph. Meetings created in Outlook with a prospect auto-link to the matched deal and create an activity on the record. Meetings scheduled in Strkr land on the rep's Outlook calendar with the full invite details. The sync is near-real-time (under 60 seconds in production).

Contact sync

Address book sync with configurable direction.

Contact sync between Outlook address book and Strkr runs with admin-configurable direction: Strkr-to-Outlook (push rep's assigned contacts), Outlook-to-Strkr (import rep's personal contacts to Strkr for logging), bi-directional (sync both ways with conflict resolution). The direction choice depends on the team's existing contact-management posture.

Teams integration

Teams meeting recording and transcription in the CRM.

Microsoft Teams integration captures Teams meeting recordings and transcriptions when the meeting is linked to a Strkr deal. The transcript renders on the deal; Strkr AI drafts the summary. Teams-chat shared-channel integration surfaces account-specific chat threads on the account record.

SharePoint attachments

Linked attachments respecting SharePoint permissions.

SharePoint integration lets a rep link SharePoint documents to Strkr records. The link respects the SharePoint permissions (if the rep cannot read a file in SharePoint, the link shows unavailable). The pattern replaces the common anti-pattern of copying contracts into the CRM where SharePoint permissions do not propagate.

OneDrive attachments

Rep OneDrive files attachable from the Outlook sidebar.

OneDrive integration lets a rep attach personal OneDrive files to Strkr records from the Outlook sidebar. The pattern is especially useful for proposal drafts, meeting-prep docs, and in-flight analysis. The attachment respects the OneDrive sharing settings.

Entra ID SSO

Single sign-on through Microsoft identity.

Entra ID SSO (SAML 2.0 and OIDC) is included on every paid Strkr tier. Users land in Strkr already authenticated through their Microsoft identity. User provisioning runs through SCIM so Entra ID group changes propagate to Strkr role assignments. The pattern satisfies the common Microsoft-first procurement expectation.

The Microsoft-first workflow

A rep running Strkr inside the full Microsoft 365 stack.

The daily workflow looks different when Outlook, Teams, SharePoint, and the CRM are tightly integrated. The cards below walk through a specific Microsoft-first rep's day running Strkr: 35 emails processed, 3 Teams meetings, 2 SharePoint-based proposals, zero manual data entry.

8 AM Outlook desktop

Sidebar context on every inbox thread.

The rep opens Outlook desktop at 8 AM. Each thread shows a Strkr context badge: deal stage, open commitments, days since last activity. The rep scans the inbox with full context without opening the CRM. The context badge appears on every email client (desktop, web, mobile) through Microsoft Graph.

8:15 AM email replies

AI draft reply with deal context.

For each thread needing a reply, Strkr AI drafts the response with the deal context attached. The rep edits for 15 to 20 seconds and sends. 15 replies in 20 minutes vs. the pre-Strkr workflow of 60 to 90 minutes. The AI draft respects the rep's communication voice from historical sends.

9 AM Teams meeting

Teams meeting recorded with transcript landing in CRM.

The rep joins a 9 AM Teams meeting with a prospect. The meeting records with transcription. On meeting end, Strkr AI drafts the meeting summary with next steps. The transcript, summary, and recording link all land on the deal record. The rep ends the meeting with the next step already captured.

10 AM calendar scheduling

The rep schedules follow-up in Outlook, CRM gets it.

The rep schedules a follow-up meeting in Outlook with the prospect. The meeting lands on the deal record via Graph bi-directional sync. No duplicate data entry. The deal's activity timeline shows the scheduled follow-up alongside the prior calls.

11 AM SharePoint proposal

Proposal lives in SharePoint, linked to the deal.

The rep opens the proposal (lives in SharePoint for the SharePoint-native governance workflow) and attaches the SharePoint link to the deal. The deal record shows the proposal link with the SharePoint permissions intact. The rep sends the proposal via Outlook; the send auto-logs to the deal.

1 PM lunch

Context persists across every Microsoft 365 surface.

During lunch the rep opens Teams-chat with the CSM about an account. The CSM sees the account context in Teams via the Strkr Teams app. The chat thread saves to the account record. The rep moves across Outlook, Teams, SharePoint, and Strkr throughout the day without re-explaining the account context.

2 PM afternoon email batch

Afternoon email batch cleared in 25 minutes.

Afternoon brings 20 more inbound emails. The rep processes the batch in 25 minutes with AI drafts and context from the sidebar. The pattern replaces the end-of-day data-entry session the rep used to run with the pre-Strkr CRM.

3 PM OneDrive proposal review

The rep opens a draft from OneDrive attached to the deal.

The rep opens a draft proposal from OneDrive. The draft is attached to the deal via the Strkr OneDrive integration. The rep edits, saves back to OneDrive, and the version update propagates to the deal via the integration. No manual re-upload.

5 PM close-out

Zero manual data entry, pipeline reflects the day.

At 5 PM the rep closes out. All email, meetings, Teams interactions, SharePoint links, OneDrive files logged automatically. The daily summary (drafted by Strkr AI) appears in the manager's Monday review queue. The pattern is why Microsoft 365 teams report that Strkr is the first CRM that feels native to their stack.

The admin and governance surface

What the IT admin controls for a Microsoft-first team.

Microsoft 365 teams have specific IT and governance expectations: tenant-admin consent for app permissions, conditional access policies, data loss prevention, Microsoft Purview compliance. The cards below are the controls that satisfy Microsoft-first IT procurement.

Tenant admin consent

App permissions scoped and admin-approved.

The Strkr Microsoft 365 app registration uses Microsoft Graph permissions scoped to the features (Mail.Read, Mail.ReadWrite, Calendars.ReadWrite, Contacts.ReadWrite, Files.Read, Sites.Read.All, TeamsAppInstallation.ReadForUser). Admin consent is required for the app registration; the admin reviews the scopes in the Entra ID portal before approving.

Conditional access

Entra ID conditional access policies enforced.

Strkr respects Entra ID conditional access policies: device compliance, location-based access, risk-based signals, MFA requirements. A sign-in that fails the conditional access policy is blocked by Entra ID before reaching Strkr. The pattern aligns Strkr access with the broader Microsoft 365 security posture.

Microsoft Purview compliance

Information protection labels respected on attachments.

Microsoft Purview information-protection labels (Confidential, Highly Confidential, custom labels) applied to SharePoint and OneDrive files are respected when the files are attached to Strkr. The label controls whether the file content syncs to Strkr or only the link, and the label metadata propagates to the Strkr record.

DLP policies

Data loss prevention rules apply to Strkr-driven sends.

When Strkr sends email through Outlook (via the add-in's send path), Microsoft Purview DLP policies apply to the content. Policies that block sends with specific content patterns (credit cards, Social Security numbers, custom sensitive data) block the Strkr-driven send the same way they block a direct Outlook send. The pattern avoids the common pattern where third-party integrations bypass DLP.

SCIM user provisioning

Entra ID groups drive Strkr role assignments.

SCIM provisioning connects Entra ID to Strkr: user creation, group membership changes, user deactivation flow automatically. Entra ID groups map to Strkr roles so a user added to the Sales Managers group in Entra ID lands in the Strkr Sales Manager role automatically. The pattern matches the Microsoft 365 identity-management expectations.

Audit log export

Strkr audit log integrates with Microsoft Sentinel.

The Strkr audit log can forward to Microsoft Sentinel for unified SIEM across the Microsoft 365 estate. The forwarded logs include every access, change, and admin action with user, timestamp, and context. The SOC team monitors Strkr activity alongside the broader Microsoft 365 estate.

Head-to-head

Strkr vs Microsoft Dynamics 365 Sales for Microsoft-first teams.

Dynamics 365 Sales is the natural Microsoft-first comparison. Here is the head-to-head on dimensions that matter for teams running the full Microsoft 365 stack.

Feature Strkr Microsoft Dynamics 365 Sales
Outlook desktop add-in Full-parity sidebar on Windows and Mac Native sidebar; full parity across platforms
Entra ID SSO Included on every paid tier Included via Microsoft identity
Teams integration Meeting recording, transcript, shared-channel Deep Teams integration native
SharePoint attachments Linked attachments respecting permissions Native SharePoint integration
OneDrive attachments Per-rep OneDrive attachment from sidebar Native OneDrive integration
AI drafting Strkr AI on flat tier Copilot for Sales add-on tier
Learning curve 60-day rollout with no consulting required Typically 3 to 6 months with partner
Admin autonomy Non-engineer admin ships schema changes Many changes require Power Platform expertise
Pricing Flat per-seat with full stack included Sales Enterprise + Copilot add-ons typical
Microsoft Purview DLP and information-protection labels respected Native Purview integration
How teams use Strkr

How Microsoft-first teams run Strkr today.

The patterns below are motions that are live on customer accounts right now. The common thread: teams running the full Microsoft 365 stack found Strkr to be the first non-Microsoft CRM that felt native to their workflow.

42-rep SaaS, Microsoft 365 primary

Entra ID SSO rollout plus Teams integration unified the stack.

A 42-rep B2B SaaS running Microsoft 365 as the primary productivity stack moved from HubSpot to Strkr. Entra ID SSO rolled out in 2 hours via admin console. Teams meeting integration captured call recordings on 180 meetings in the first month. SharePoint attachment linking replaced the previous copy-into-CRM anti-pattern. The IT director reports that this is the first CRM that felt native to the Microsoft stack. User adoption climbed from 68 percent to 94 percent weekly active in 60 days.

18-rep agency, SharePoint-native proposals

Proposal governance workflow preserved via SharePoint integration.

An 18-rep agency runs the proposal governance workflow in SharePoint with specific permissions, versioning, and approval chains. Pre-Strkr the CRM copied proposals into attachments which broke the SharePoint governance. The Strkr SharePoint link integration preserved the workflow: the CRM shows the proposal with the SharePoint permissions intact. Proposal review time dropped by 40 percent because the account-owner review and the SharePoint approval happen in-line.

60-rep mid-market, Teams-first collaboration

Account-specific Teams channels tied to CRM accounts.

A 60-rep mid-market team runs account-specific Teams channels for strategic accounts (sales, CSM, executive sponsor collaborate in-channel). The Strkr Teams integration surfaces the channel on the account record so the next AE joining the account sees the full collaboration history. The pattern replaced the common failure where account-collaboration knowledge lived in private DMs invisible to the broader team.

24-advisor RIA, Microsoft Purview compliance

Information-protection labels enforced on client documents.

A 24-advisor wealth firm applies Microsoft Purview information-protection labels (Confidential, Highly Confidential) to client documents. The Strkr SharePoint integration respects the labels: Confidential documents attach as links the agent can open with their Purview access; Highly Confidential documents never leave SharePoint. The combined posture satisfied the firm's compliance review and extended the Microsoft Purview governance into the CRM surface.

12-rep consulting firm, calendar-heavy workflow

Bi-directional calendar sync eliminated the double-entry pattern.

A 12-rep consulting firm runs calendar-heavy client-engagement scheduling. Pre-Strkr the pattern was to schedule in Outlook and then re-enter in the CRM (or vice versa). The Strkr bi-directional calendar sync via Microsoft Graph eliminated the double-entry. Consultant time saved from calendar maintenance ran roughly 2 hours per week per consultant, which paid for the CRM license by month three.

A CRM that feels native to Microsoft 365.

Start a 14-day trial with the Outlook desktop and web add-in, Microsoft Graph integration, Teams, SharePoint, OneDrive, and Entra ID SSO included on every paid tier.

Start free trial See email features
Common questions

What buyers in this bucket ask most.

Does the Strkr Outlook add-in work in Outlook desktop or only Outlook web?

The add-in works in Outlook desktop for Windows, Outlook desktop for Mac, Outlook web, and Outlook mobile. Feature parity is near-complete across all platforms (the mobile version has a smaller surface area due to screen size but the core deal-context display and AI reply drafting work). The multi-platform coverage matters because most Microsoft 365 companies run Outlook desktop as the primary email client, and a CRM Outlook integration that only works in the web client misses the majority of rep activity. Strkr's desktop-first posture is specifically designed around the actual Microsoft 365 team workflow rather than the "integrate what is easy" pattern.

How does Strkr handle Entra ID SSO and SCIM user provisioning?

Entra ID SSO is included on every paid Strkr tier via SAML 2.0 and OIDC. The admin creates the Strkr app registration in the Entra ID portal, assigns users or groups, and users land in Strkr already authenticated. SCIM provisioning extends the Entra ID identity to full user lifecycle: user creation on first assignment, group-driven role mapping (Entra ID group memberships map to Strkr roles), attribute sync (name, email, title, manager, department), and user deactivation when the Entra ID user deactivates. The pattern matches the standard Microsoft 365 identity governance expectation. For teams running Entra ID conditional access policies, Strkr respects those policies through the Entra ID authentication flow.

Can Strkr capture Teams meetings as it does Zoom meetings?

Yes. The Microsoft Teams integration captures meeting recordings and transcriptions when the meeting is linked to a Strkr deal (via the meeting invite having a matched contact or being manually linked). The recording and transcript land on the deal; Strkr AI drafts the meeting summary with next steps. The Teams integration also supports shared-channel integration where a Teams channel can be linked to a Strkr account, so the account record shows the channel threads for collaboration-first teams. The Zoom integration ships the same capabilities for teams running mixed Zoom-and-Teams workflows; the two integrations work in parallel.

How does the SharePoint integration handle sensitive files with specific permissions?

The SharePoint integration respects the file's SharePoint permissions. When a rep links a SharePoint file to a Strkr record, the Strkr record shows the link with the file's SharePoint permissions intact. A user who cannot read the file in SharePoint sees "unavailable" on the Strkr link. The permissions check happens in real time against the SharePoint source, so permission changes propagate immediately. The pattern replaces the common anti-pattern of copying sensitive files into the CRM where the original SharePoint permissions do not propagate. For teams running Microsoft Purview information-protection labels, those labels also propagate: Confidential files attach as links readable by Purview-approved users; Highly Confidential files never leave SharePoint. We publish the SharePoint integration documentation for IT governance review.

What is the setup time for the Microsoft 365 integration?

The admin-side setup runs in 30 minutes to 1 hour: register the Strkr app in Entra ID, grant tenant admin consent for the specific Microsoft Graph permissions, configure the SharePoint integration site, set up SCIM provisioning. The rep-side setup is one-click once the admin consent is in place: reps install the Outlook add-in from the Microsoft 365 App Store (or admin-deploy via the Microsoft 365 Admin Center for enterprise rollout). For teams migrating from HubSpot, Salesforce, or Dynamics 365, Strkr ships migration utilities for calendars, contacts, deals, and activities so the move does not require re-entering historical data. Typical end-to-end rollout for a 40-user team runs 48 hours including admin setup, user onboarding, and historical data migration.

How does Microsoft Dynamics 365 Sales compare for Microsoft-first teams specifically?

Dynamics 365 Sales is the obvious Microsoft-first comparison. The core data integration (Entra ID SSO, Teams, SharePoint, Outlook, Microsoft Purview) is tight on both platforms, so the Microsoft-first argument alone does not decide the comparison. The differentiators are usually implementation time, admin autonomy, pricing, and AI posture. Strkr implementation runs in 60 days without a Microsoft partner; Dynamics 365 implementations typically run 3 to 6 months with a certified partner. Strkr admin changes ship without Power Platform expertise; Dynamics 365 customization often requires Power Platform developer skills. Strkr pricing is flat per-seat with the full stack included; Dynamics 365 Sales Enterprise plus Copilot for Sales typically runs 50 to 70 percent higher per seat for comparable functionality. The decision point is usually whether the team has invested in Power Platform development skills (in which case Dynamics 365 may be the right choice) or wants to minimize technical overhead (in which case Strkr's native-admin posture wins).

Also built for

Related audiences.

CRM with email CRM with email automation CRM user adoption CRM with mobile app AI CRM software

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing