integrations · microsoft 365

your mail, calendar, contacts and sign-in, kept in step.

Connect Microsoft 365 once and tiny+ learns who in your firm knows whom, keeps contacts, calendar and tasks in both places, files email from Outlook, and signs everyone in with the account they already have.

crm.tiny.plus / settings / integrations / microsoft-365
Microsoft 365
connected as sam@yourfirm.com.au · tenant yourfirm · 12 people connected
ConnectedSync nowDisconnect
for everyone
Contacts· one Outlook folder, both waysOn
Calendar· tiny+ meetings and events in Outlook, changes backOn
Tasks· in Microsoft To DoOn
Outlook add-in· from AppSource · installed by 12 of 14On
BCC filing: yourfirm@in.tiny.plus
for the firm · pro
Relationship capture· mail headers only · never the subject or bodyOn
Single sign-on· Microsoft Entra ID · everyone signs in with MicrosoftOn
212
contacts with Known by filled in
38
companies with a last contact
0
subjects or bodies read
Exclude senders or domainsForget everything captured

what it does

six things, one connection.

Each piece can be on or off for the firm; the add-in is installed per person.

Relationship captureReads the headers of your mail — who, to whom, when — never the subject or body, and fills in Known by, last contact and health. Pro.
ContactsThe contacts you work with in one Outlook folder, both ways.
Calendartiny+ meetings and events in your Outlook calendar; changes made there come back.
TasksYour tiny+ tasks in Microsoft To Do, ticked off in either place.
Outlook add-inYour firm’s whole history beside the email you’re reading; file it and its attachments in a click. Free, on AppSource.
Single sign-onEveryone signs in with Microsoft Entra ID; leavers lose access the day they leave. Pro.

how it works

connect once, choose what syncs, install the add-in.

Ten minutes for an admin; a minute for everyone else.

1Connect your accountSign in with Microsoft and accept the permissions tiny+ asks for — each one is listed on the Trust page with why it’s needed. Each person connects their own account.
2Choose what syncsCapture, contacts, calendar, tasks and single sign-on are switches. Turn on what you want; everything else stays off.
3Install the add-inEach person adds the tiny+ add-in from Microsoft AppSource, signs in, and Outlook shows tiny+ beside every email.
Outlook › Inbox
ME
Mark Ellis
to Sam Patel · 10:52
Re: Riverside Library — timber option
Sam, thanks for this morning. The team is leaning towards the timber option; could you get us a revised fee by Friday? We’d like to take it to the November meeting.
Mark
Council-brief-addendum.pdf
tiny+
Mark EllisProject lead · Riverside CouncilLooked after by Sam Patel · known by Jo ChenLast contact · site visit, Tuesday
Your firm’s historyRiverside Library · negotiating · $1.5mRiverside Aquatic Centre · won 2024 · $2.1m14 emails · 3 meetings · 2 years
Save email + attachment to Riverside LibraryGive Sam a taskAdd a contact
Free · Microsoft AppSource

the outlook add-in

the whole history, beside the email you’re reading.

Open an email and the add-in shows who the sender is, who in your firm looks after them, what was said last, and every project you’ve done together. Save the email and its attachments to a contact, company or project, add a contact who isn’t in tiny+ yet, or give someone a task, without leaving your inbox.

Prefer BCC? Copy the firm’s filing address into any email and tiny+ keeps it against the contact.

plan and details

what to know before you connect.

The short version. The permissions, in full, are on the Trust page.

PlanAll plans. Relationship capture and single sign-on need Pro.
DirectionContacts, calendar and tasks both ways. Capture reads only.
What capture readsMail headers: sender, recipients, date. Never the subject, body or attachments.
How oftenEvery few minutes; the add-in is live.
Switch offAny time, per piece. Forget everything captured in one click.
Guidedocs.tiny.plus › Microsoft 365

the other integrations

tiny+ fits around the tools you already run.

Every connection is switched on by an admin, per account, and off again in a click.

connect microsoft 365 in your first five minutes.

Every piece is on the trial. Connect your mail, watch Known by fill itself in, and install the add-in when you’re ready.

Instant access. No credit card required.