# Connect Microsoft Outlook to LeadLex and add the Outlook pane

> Link your Microsoft mailbox and calendar to LeadLex, then add the LeadLex pane inside Outlook with the Microsoft 365 app package.

Source: https://www.leadlex.com/help/connectors/microsoft-outlook
Last updated: 2026-10-23

Outlook works with LeadLex in two separate ways. **Connect Microsoft** syncs your mailbox and calendar. The **Microsoft 365** app package adds a LeadLex pane inside Outlook itself. Outlook is Live. You can use either one without the other.

| Part | What it does | Who sets it up |
|---|---|---|
| **Connect Microsoft** | Syncs your mailbox and calendar | Each person |
| **Microsoft 365** app package | Adds the LeadLex pane inside Outlook | Your Microsoft 365 admin |

## Sync your mailbox and calendar

1. Open **Settings** and choose **Email & Calendar**.
2. Under **Connected Accounts**, choose **Connect Microsoft**.
3. Sign in to Microsoft and approve the access LeadLex asks for.
4. The account shows **Connected**. Expand it to set the **Email**, **Calendar** and **Contacts** switches.

Turning on **Email** starts a sync of the last 90 days. **Sync now** runs a sync on demand. The steps and switches match [Connect Gmail](/help/connectors/gmail).

## Add the LeadLex pane inside Outlook

The pane comes in the same download as Lexi for Teams. A workspace admin sets it up.

1. Open **Settings → Integrations** and select **Microsoft 365**.
2. Download **leadlex-m365-app.zip**.
3. Your Microsoft 365 admin opens **Admin center → Settings → Integrated apps → Upload custom app**, sets **App type** to **Teams app**, uploads the zip and assigns users.
4. The pane appears in Outlook on the web and on Windows a few minutes later.

Outlook on Mac needs one more upload. Run the same wizard again with **App type** set to **Office Add-in**, and upload the Outlook add-in manifest (XML) linked on the card.

## Turn Lexi on or off in the Outlook pane

On the Microsoft 365 card, the switch **Lexi in Outlook** shows or hides the Lexi tab in the pane. When it is on, the open email, its thread from your synced inbox and any attachment a person picks are sent to Lexi on request. When it is off, the pane keeps contact capture, email logging, tasks and follow-ups. Only admins can change it.

## What happens next

To use Lexi in Teams too, see [Connect Microsoft Teams](/help/connectors/microsoft-teams).