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Failed to Connect Office 365 Error Message

Issue:

  • When I attempt to sync Office 365 Contacts and Calendars, I keep getting "a failed to connect " message. Can you help me? 

Environment:

  • Clio Manage

Additional Information:

  • N/A

Cause:

The user does not have the correct Office 365 subscription type and/or they do not have Outlook Calendars and Contacts .

To use the integration, you must have an Office 365 Business Standard or Office 365 Enterprise account. To check the subscription: 

Resolution:

Check Office 365 Subscription Type:

  1. In Office 365, click on the initials on the top right corner
  2. Click View account
  3. Click Subscriptions
  4. The following page will display the subscription type
  5. If it is not Microsoft 365 Business Standard or Enterprise, please upgrade your plan

Also check if you have Outlook available:

  1. In Office 365, select the Square icon with 9 dots on the top left
  2. Make sure that the Outlook application icon is visible

Please note: if you have Exchange Online Plans 1 or 2 disabled for the user's account in Office 365, please make sure to enable them. It will not detect the business account type if these are disabled.

 

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