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Ask what a customer last said or when a supplier confirmed, and the agent searches your Outlook and reads the conversation.
Integrations
Outlook Integration for Trades Businesses
CREW25 AI works in your Outlook or Microsoft 365 mailbox, and customer emails file themselves onto the right job.
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CREW25 + Outlook
- Searches and reads your email
- Drafts emails and sends them on your yes
- Customer emails file onto their jobs
- Works with shared mailboxes such as info@
Outlook
Outlook, without the inbox hours.
Sent on your yes
The agent writes the email and shows it to you first. You can change it, and it sends only after you agree.
Emails on the job
Turn on Email sync, for your own mailbox or a shared one such as info@, and customer emails file themselves onto the right job.
How it works
How does the Outlook integration work?
Sign in with Microsoft
Microsoft asks you to approve what CREW25 may do. CREW25 never sees your password. Some Microsoft 365 businesses need an administrator to approve CREW25 once.
Choose how it’s used
Connected from Settings → Agent, the agent can use it. Connected from Settings → Email sync, customer emails file onto jobs too.
Ask CREW25 AI
In the chat, by text or on a call. When a request needs it and it isn’t connected, the agent shows a card to connect it.
CREW25 + Outlook
- Searches and reads your email
- Drafts emails and sends them on your yes
- Customer emails file onto their jobs
- Works with shared mailboxes such as info@
What’s included
Everything CREW25 does with Outlook.
CREW25 AI in your Outlook
- Search email and read conversations
- Write an email, saved to your Drafts if you ask
- Send a new email or a draft, on your yes
Email sync
- Customer emails file onto the right job by thread, by a job, quote or invoice number, or by the customer’s one open job
- Your own mailbox, or the business’s shared account, including a Microsoft 365 shared mailbox
- A job’s Emails tab: reply, reply all, forward, move to another job
- Sync past emails from 1 week up to 12 months back
- Private by default, or shared with the office
- Bcc or forward any email to your jobs address to file it
You stay in control
- Switch each thing the agent may do on or off in Settings → Agent
- Disconnect any time in Settings, or ask the agent to
- Your own connection: nobody else in the business can use it
Good to know
- The agent doesn’t yet reply to or forward Outlook threads, or move, categorise or delete mail.
- Quotes and invoices go from your business through CREW25, not from your Outlook.
- Microsoft has no way to remove one app’s access, so after disconnecting you remove CREW25 from your Microsoft account’s apps page.
Frequently asked questions
Last updated October 2026
Yes, and with personal Outlook and Hotmail accounts. Many Microsoft 365 businesses need an administrator to approve CREW25 once before people can connect.
Yes, for Email sync. An owner or admin connects it as the business’s shared account, either with its own sign-in or as a Microsoft 365 shared mailbox, and customer emails to it file onto jobs for the whole office.
No. The agent shows you the email first and sends it only after you say yes, exactly as you saw it.
No. A Outlook connection belongs to the person who connected it. Only their own chats, texts and calls with CREW25 AI use it; nobody else in the business can, owners included. Each person connects their own.
Works well with
More integrations.
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