Evo Comms
Evo Comms lets you read and send emails and Teams messages without leaving your Access product. Everything lives in a panel inside Evo Navigator, so your inbox is always one click away, right next to the work you are already doing.
What you can do
Once connected, two channels are available in the Evo Navigator Quick Panel.
Email (Outlook). View your inbox, read threads, and compose or send messages, all from within Access.
Microsoft Teams. See your Teams chats and conversations alongside your work, without switching apps.
Getting connected
You will be prompted to connect your Microsoft 365 account the first time you open Evo Comms. This only happens once.
A Microsoft sign-in screen appears. Select your work account, the one you use for email and Teams at your organisation.
Microsoft shows a list of permissions Evo Comms is asking for. These allow it to display your messages and let you send from within Access. Select Accept.
You are connected. Evo Comms will keep you signed in so you are not prompted to sign in repeatedly.
Note: Seeing an "Approval required" screen? Your organisation requires an IT administrator to approve the connection first. Send this page to your IT team and ask them to grant access. Once they do, return to Evo Comms and sign in again. |
What permissions does Evo Comms ask for?
When you connect your account, Microsoft shows a list of permissions Evo Comms is requesting. All permissions are delegated, meaning Evo Comms can only ever access what you can already access yourself. For a full breakdown of what is requested and why, see Evo Comms: Microsoft account permissions.
Sending an email to another Access product
When you are reading an email in Evo Comms, you can send it into another Access product, for example attaching it to a candidate record in Recruitment, or linking it to an invoice in Financials. This removes the need to copy and paste email content into other parts of the system.
Open an email or thread in Evo Comms.
Select Send to Product. A panel opens showing the Access products available to receive the email.
Choose the relevant product. It opens with the email details already filled in, ready for you to complete the action.
Sending emails with Evo Emailer
Evo Emailer is a sending tool that some Access products use to let you compose and send emails directly from within a workflow, for example sending a statement, an invoice, or a candidate communication without leaving the product.
If your Access product supports it, you will see an option to send or compose an email within the relevant screen. Evo Emailer handles the rest.
Note: Already connected to Evo Comms? Evo Emailer uses the same Microsoft account connection, so you will not be asked to sign in again. |
Your data and privacy
Access never stores your Microsoft password.
The connection uses Microsoft's standard sign-in process, the same one used for other Microsoft-connected apps.
Permissions are granted directly through Microsoft, not through Access.
You can disconnect at any time by visiting myapps.microsoft.com and removing Access Evo Comms from your connected applications.
Common questions
I selected the wrong Microsoft account when connecting
Visit myapps.microsoft.com, remove Access Evo Comms from your connected apps, then return to Evo Comms and sign in again with the correct account.
I can't see a product I expected in the Send to Product panel
Not all Access products support this feature. Check with your team or the relevant product owner to find out if it is available for your product.
Evo Emailer is asking me to sign in again
Make sure your Evo Comms Microsoft account connection is still active. If you have recently disconnected or changed accounts, reconnect in Evo Comms first.