A sales team on Microsoft 365 needs a CRM that respects the daily surface: Outlook email, Outlook calendar, Teams meetings, SharePoint attachments. Strkr ships deep Microsoft 365 integration with bi-directional contact sync, email thread capture, calendar awareness, and per-user OAuth consent.
A team living inside Outlook has specific pain with generic CRMs. The contacts drift between Outlook and the CRM. The email threads do not land on the deal record. The calendar does not know about the CRM meetings. The Teams meeting link does not auto-attach. SharePoint attachments show up as third-party links. The pain points below are what Strkr onboarding hears on every Microsoft-365-first team intake call.
The sales rep adds a contact in Outlook. The CRM does not know. Three weeks later the rep searches the CRM and the contact is missing. Strkr runs bi-directional contact sync with Outlook through the Microsoft Graph API with per-user OAuth consent. The contact added in Outlook lands in Strkr within minutes with the account tie preserved.
The rep writes a reply in Outlook. The CRM never sees it. The deal record shows the last email as the one sent 11 days ago. Strkr captures email threads bi-directional through the Microsoft Graph API with the entire thread (sent and received) tied to the deal record automatically.
The rep schedules a meeting in Outlook calendar. The CRM does not know. The pipeline board does not surface the upcoming meeting. The AE walks into the meeting without the pipeline context pulled up. Strkr syncs Outlook calendar bi-directional so meetings schedule in Outlook and surface on the deal record automatically.
A rep books a meeting from the CRM. The Teams link does not auto-attach because the CRM has no Teams integration. The rep manually generates the link in Outlook or Teams and pastes it in. Strkr integrates with Teams through the Microsoft Graph API so Teams meetings auto-generate on CRM-booked meetings and the join link lands on the calendar invite automatically.
The team stores deal attachments in SharePoint or OneDrive. The CRM sees them as third-party URLs with no preview, no permission context, and no version tracking. Strkr integrates SharePoint and OneDrive through the Microsoft Graph API so attachments embed on the deal record with preview, permission inheritance, and version history.
The team runs Entra ID (formerly Azure AD) for identity. The CRM SSO integration is a separate IT project with SAML certificate exchange, group mapping, and provisioning rules. Strkr ships SAML and OIDC federation with Entra ID on Scale tier through Clerk with the integration living in the admin console. SSO lands in an afternoon instead of a quarter.
Strkr ships deep Microsoft 365 integration through the Microsoft Graph API with per-user OAuth consent. The cards below describe each integration surface and what the rep actually experiences.
Contact added or updated in Outlook syncs to Strkr through the Microsoft Graph API within minutes. Contact added or updated in Strkr syncs back to Outlook. The account tie preserves across both sides. The duplicate detection runs automatically. The admin configures which fields sync (name, email, phone, title, company, custom fields).
Email threads with contacts tied to Strkr accounts capture bi-directional. Replies written in Outlook land on the deal record within minutes. Replies drafted in Strkr send through Outlook as the sender (with the proper DKIM, SPF, DMARC alignment preserved). The audit log captures every email event with timestamp, sender, recipient, subject.
Meetings scheduled in Outlook calendar with Strkr contacts surface on the deal record automatically. Meetings scheduled in Strkr (through the embedded meeting booker in email replies) create the Outlook calendar invite with the proper attendees and the Teams link.
When a Strkr meeting creates in Outlook calendar the Teams meeting link auto-generates and attaches to the invite. The rep does not manually create the Teams meeting. Post-meeting the Teams recording (when the host configures recording) feeds the Strkr call summary workflow through the Microsoft Graph API.
Attachments stored in SharePoint or OneDrive embed on the Strkr deal record with inline preview (PDF, Word, Excel, PowerPoint, image), permission inheritance (the Strkr user needs permission to the file in SharePoint to see it), and version history. The admin configures which SharePoint sites and OneDrive folders surface.
Strkr federates with Entra ID (formerly Azure AD) through SAML 2.0 or OIDC on Scale tier via Clerk. Users log in with their Entra ID credentials. Group mapping drives role assignment in Strkr automatically. User provisioning (SCIM 2.0) is on the Scale roadmap. For most Entra ID deployments the SSO integration lives in the admin console in an afternoon.
Strkr events (deal stage change, new lead, email reply received, task completed) fire outbound webhooks that Power Automate consumes as triggers. Teams running on Power Automate for cross-tool workflow preserve the existing automation posture and extend it with Strkr events.
A rep whose primary surface is Outlook does not want to live inside a separate CRM tab all day. Strkr integrates into Outlook so the CRM context surfaces where the rep already works. The cards below describe the Outlook-side experience.
The Strkr Outlook add-in opens in the Outlook sidebar with the current email contact Strkr record (account, deal history, open opportunities, recent notes). The rep sees the CRM context without leaving the inbox. Buttons on the panel log a call, add a note, update the deal stage.
Each email thread shows a sync badge indicating whether Strkr has captured the thread, whether the contact is tied to a Strkr account, and whether the thread drives a Strkr workflow (sequence step, deal stage transition). The rep sees the context without opening Strkr.
When the rep replies to a prospect wanting a meeting Strkr embeds the calendar availability inline in the Outlook reply. The prospect clicks a time, the meeting books, the Teams link auto-attaches. No separate scheduler, no email ping-pong.
The Outlook add-in adds a Strkr AI reply draft button to the compose window. The button generates a reply draft grounded in the thread context, the deal history, and the rep voice. The rep reviews, edits, sends inside Outlook. The thread captures to Strkr automatically.
Tasks created in Strkr sync to Outlook tasks with the deal context attached. Tasks created in Outlook with the Strkr tag sync to Strkr tasks. The rep can live in either tool and the task picture stays consistent.
For reps who want the pipeline board without leaving Outlook the Strkr add-in opens the pipeline as an Outlook pane. Deal cards drag between stages, filters apply, the forecast updates. The rep moves between email and pipeline in one surface.
The Microsoft 365 admin running the Entra ID identity, the SharePoint governance, and the Teams compliance policy cares about specific guarantees from any CRM touching the M365 tenant. The cards below describe what Strkr delivers against each.
Strkr OAuth consent runs per user by default. Each user grants Strkr access to their own Outlook, calendar, SharePoint, and OneDrive. The Microsoft 365 admin does not grant tenant-wide consent unless they explicitly choose to. The permission scope is the minimum needed per feature.
Strkr requests minimum Microsoft Graph API scopes needed for each feature. Mail reads and writes scope to Mail.ReadWrite. Calendar scopes to Calendars.ReadWrite. Contact scope to Contacts.ReadWrite. SharePoint scope to Sites.Read.All. The admin can review the requested scopes in the Microsoft Entra admin center at consent time.
Strkr federates with Entra ID through SAML 2.0 or OIDC via Clerk on Scale tier. The integration lives in the admin console with a one-time Entra ID enterprise application setup. Group claims drive role assignment. The admin configures the enterprise application in Entra ID, pastes the metadata URL into Strkr admin console, and SSO is live.
Strkr Microsoft 365 integration events (contact read, email read, calendar read, SharePoint access) log to the Microsoft 365 Unified Audit Log through the Microsoft Graph API. The compliance team sees Strkr access in the same audit surface that captures all other M365 app access. The compliance posture stays consistent.
Microsoft 365 Data Loss Prevention (DLP) policies that block sensitive data egress apply to Strkr email send operations. If a DLP policy blocks a reply draft from sending due to detected sensitive data (credit card, SSN, health record) the send fails with the DLP policy citation. The compliance posture stays consistent with the rest of the M365 tenant.
Entra ID Conditional Access policies (location-based access, device compliance, MFA requirement) apply to Strkr access when SSO is federated through Entra ID. Users attempting to access Strkr from a non-compliant device or an unapproved location get blocked by the same policies that cover the rest of the M365 tenant.
The comparison below is Strkr with M365 integration versus a generic CRM paired with Outlook through a connector.
| Feature | Strkr | Generic CRM with Outlook connector |
|---|---|---|
| Contact sync with Outlook | Bi-directional via Microsoft Graph. | One-way or manual. |
| Email thread capture | Bi-directional via Microsoft Graph. | BCC-dropbox or manual. |
| Teams meeting auto-link | Native via Microsoft Graph. | Manual link paste. |
| SharePoint attachment embed | Preview and permission inheritance. | Unlinked URL only. |
| Outlook add-in | Native with CRM context panel. | Separate SKU or absent. |
| Entra ID SSO | SAML and OIDC via Clerk on Scale. | Enterprise tier upgrade typical. |
| DLP policy respect | Honors M365 DLP on sends. | Separate DLP enforcement. |
| Power Automate triggers | Outbound webhooks as triggers. | Custom development. |
| Per-user OAuth consent | Default. No tenant consent required. | Tenant consent commonly needed. |
The playbooks below are patterns Strkr onboarding sees across Microsoft 365-first team deployments.
A 60-rep team ran Outlook as the primary surface with a legacy CRM that reps opened once a week. Contact drift was severe. Strkr onboarding ran a 22-business-day migration with the Microsoft 365 integration live on day one. The bi-directional contact sync caught 1,400 drifted contacts in the first week. Rep CRM usage lifted from once a week to daily inside the Outlook add-in.
A 180-rep enterprise ran Dynamics 365 Sales plus Copilot for Sales. The deep Microsoft stack was the reason they picked Dynamics. The reality was that reps still complained about the UI. Strkr onboarding ran a 42-business-day migration preserving the Teams, SharePoint, and Entra ID ties while modernizing the sales UX. The Microsoft stack kept its grip through the integration surface, not through the CRM.
A 25-rep agency ran Microsoft 365 Business for the office productivity stack and a shared Excel for sales. Strkr onboarding ran a 14-business-day migration with the M365 integration live on day one. The Outlook contact sync, the Teams meeting auto-link, and the SharePoint attachment embed all landed in the first week. Rep daily workflow moved into Strkr without abandoning Outlook.
An 85-rep professional services firm ran Microsoft 365 E5 with the full compliance posture (DLP, Conditional Access, Microsoft Purview). The IT director needed CRM access to live under the same compliance policies. Strkr onboarding configured the Entra ID SSO, the DLP respect on email sends, and the Conditional Access policy pass-through. The compliance posture stayed consistent.
A 42-rep team ran HubSpot Sales Hub plus the HubSpot Outlook plugin. The plugin was fragile and the sync was one-way. Strkr onboarding ran a 20-business-day migration with the Microsoft Graph integration. Email thread capture lifted from 60 percent (HubSpot plugin) to 98 percent (Microsoft Graph). The reps stopped complaining about contact drift and email thread gaps.
Book a 30 minute call. We will walk through the Microsoft 365 integration surfaces, the Outlook add-in experience, and the Entra ID SSO setup with your actual M365 configuration.
Dynamics 365 Sales runs inside the Microsoft Dataverse with native ties to Outlook, Teams, SharePoint, and Entra ID. The integration depth is tight because it is first-party. Strkr integrates through the Microsoft Graph API with the same surfaces (Outlook, Teams, SharePoint, Entra ID) at the API layer. The practical experience for the rep is similar: Outlook add-in, Teams meeting auto-link, SharePoint attachment embed, Entra ID SSO. The Strkr advantage is a modern UX outside the Fusion-style design posture, flat per-seat pricing, and no Dataverse per-seat API call limit. For teams whose hard requirement is first-party Microsoft stack, Dynamics fits. For teams whose requirement is deep M365 integration with modern UX, Strkr fits.
Strkr OAuth consent runs per user by default. Each user grants Strkr access to their own Outlook, calendar, SharePoint, and OneDrive at the first sign-in. The permissions scope to the minimum needed per feature: Mail.ReadWrite for email, Calendars.ReadWrite for calendar, Contacts.ReadWrite for contacts, Sites.Read.All for SharePoint. The Microsoft 365 admin does not grant tenant-wide consent unless they explicitly choose to for SCIM provisioning or for admin-centralized management. Users can review and revoke the Strkr permissions at any time in their Microsoft 365 account settings.
Yes. When Strkr sends an email through the Microsoft Graph API the send operation respects the Data Loss Prevention (DLP) policies that apply to the user outbound mail flow. If a DLP policy blocks a reply draft from sending due to detected sensitive data (credit card number, SSN, health record identifier) the send fails and the user sees the DLP policy citation. The compliance posture stays consistent with the rest of the M365 tenant mail flow. Strkr does not bypass DLP policies and does not require DLP exemption to function.
Strkr federates with Entra ID (formerly Azure AD) through SAML 2.0 or OIDC on the Scale tier via Clerk. The integration lives in the admin console. The one-time setup is: create a Strkr enterprise application in Entra ID, configure the SAML or OIDC settings per the Strkr admin console instructions, paste the metadata URL into Strkr admin console, map Entra ID groups to Strkr roles. Group claims drive role assignment in Strkr automatically. Entra ID Conditional Access policies apply to Strkr access. User provisioning via SCIM 2.0 is on the Scale roadmap.
Yes. When Teams meeting recording is configured by the host the recording stores in the organizer OneDrive. Strkr accesses the recording through the Microsoft Graph API (with per-user OAuth consent) and feeds the audio to Strkr AI for call summary generation. The call summary lands on the Strkr deal record within minutes of the meeting end. The summary captures discussion topics, decisions, open questions, and next steps. For teams where Teams meeting recording is not routinely enabled Strkr integrates with third-party conversation intelligence tools (Gong, Chorus, Fathom) through the webhook spec as an alternative path.
Strkr runs flat per seat at $29 Starter, $59 Pro, or $119 Scale per user per month with a 14-day trial. For a 50-user team on Pro the monthly spend lands at $2,950 for seats plus $49 for Strkr AI Enhancement. The Microsoft 365 integration is included at every tier (no add-on fee for Outlook integration, Teams integration, SharePoint integration, or Entra ID SSO on Scale). The team already pays Microsoft 365 Business Standard or Premium at approximately $12 to $22 per user per month, which is the baseline. The Strkr addition brings a dedicated CRM shaped around the Microsoft 365 surface at a flat cost.
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.
