Aeion CRM + Outlook
Aeion CRM has a dedicated `email_accounts` record for a rep's Outlook / Microsoft 365 mailbox — provider, connection status, and encrypted credentials all live in the CRM data model. Sequence sends and the contact activity timeline are built around this record today. Live Microsoft Graph inbox sync, Graph Calendar meeting creation, and an admin-consent OAuth flow are on the near-term roadmap — not shipped in the CRM module yet. This page describes exactly what's real today so you can plan around it.
What's Real Today
The email_accounts collection stores one row per connected mailbox: email, provider (Gmail / Outlook / IMAP), a credentials group (access token, refresh token, IMAP/SMTP host + port), syncSettings (sync emails / calendar / contacts, track opens / clicks), status, and lastSyncAt. Credentials are encrypted at rest, and the collection is user-scoped — a rep only sees their own connected accounts.
How Sequence Sends Actually Work
When a sequence step comes due, Aeion's sequence engine resolves the step, marks it sent on the enrollment record, and emits a crm.sequence.send_email event for delivery.
Roadmap — What's Not Built Yet
Be precise about the gap between "modeled" and "live":
Common Gotchas
- Credentials are encrypted, but entry is manual — there's no admin-consent UX yet; plan for reps (or an admin) to enter host/port or token values directly.
FAQ
Yes, as an `email_accounts` record — but via manual credential entry, not an Entra OAuth popup.
They'll be attributed to your rep in the CRM, but delivery goes through your tenant's configured transactional email provider today, not Microsoft Graph.
Not yet — the scheduler currently only reads calendar data for conflict-checking; it doesn't create Graph calendar events.
Not in the CRM module. There's a separate, unreleased inbox-sync engine elsewhere in the platform that isn't wired into CRM yet — until it is, a customer's Outlook reply lands in the rep's mailbox but doesn't auto-attach to the contact's activity timeline.
Same current state — see Gmail integration.