Marloo integrates directly with Microsoft 365 to sync your calendar, record meetings, and join Microsoft Teams calls as your meeting note-taker. This article outlines the account requirements, permissions, and settings needed for a smooth connection.
Calendar Integration Requirements
Marloo syncs with your Outlook calendar to pull through your scheduled meetings. For this to work correctly, the following conditions must be met.
What you need:
An active Microsoft 365 account with Outlook calendar access
Sign in to Marloo with your own Microsoft work account, not a shared mailbox, admin, or service account. Each adviser must connect using their own credentials.
Calendar events must include a meeting link (for virtual meetings) or be marked as in-person to appear correctly in Marloo
Your calendar must not be restricted by your organisation's data access policies (see Admin Permissions below)
What Marloo syncs:
Meeting title and date/time
Attendee names and email addresses (where included in the calendar invite)
Video conferencing links (Microsoft Teams, Zoom, Google Meet)
Microsoft Teams Requirements
For Marloo to join and record your Microsoft Teams meetings, the following settings must be in place.
Meeting settings:
Lobby settings: Marloo joins your Teams meeting via the waiting room. You must be able to admit participants from the lobby. If your organisation has disabled the lobby or set it to bypass automatically for all participants, Marloo may not be able to join as expected.
Guest access: If Marloo is joining as an external participant, your Teams tenant must allow guest access. This is typically managed by your IT administrator under Teams Admin Centre > Org-wide settings > Guest access.
Recording permissions: Marloo handles recording independently of Microsoft Teams' native recording feature. You do not need Teams recording enabled for Marloo to function.
Recommended Teams lobby settings:
For the smoothest experience, set your meeting lobby to "People I invite" or "Everyone in my organisation and guests." Settings that require everyone to wait in the lobby give you the most control over when Marloo joins.
Admin Permissions and IT Considerations
Some Microsoft 365 organisations restrict third-party apps and require admin consent before a user can connect. If you see a "Need admin approval" prompt during sign-in, your IT administrator needs to grant consent for the Marloo application.
The full walkthrough, including the admin-consent URL, the Marloo Client ID, and the exact permissions Marloo requests, is in Connecting Microsoft Outlook to Marloo under "Need Admin Approval Prompt".
Marloo does not request write access to your calendar or mailbox. Your administrator may also want to review Conditional Access policies and ensure Marloo's authentication requests are not blocked.
To share with your IT administrator: Direct them to the Marloo Trust Centre for full security and compliance documentation, including our SOC 2 Type 2 certification details.
Browser Requirements
Marloo is a web-based platform and is supported on the following browsers:
Google Chrome (recommended, latest version)
Microsoft Edge (latest version)
Safari (latest version, macOS only)
Mozilla Firefox (latest version)
For the best experience, we recommend using Google Chrome or Microsoft Edge with automatic updates enabled.
Not supported:
Internet Explorer (any version)
Older browser versions that do not support modern web standards
Network and Firewall Requirements
If your organisation uses a firewall or content filtering system, ensure the following Marloo domains are not blocked:
*.gomarloo.com*.marloo.com
If your IT team requires a full list of IP ranges or domains to whitelist, please contact Marloo Support and we will provide the relevant documentation.
Troubleshooting Common Microsoft 365 Issues
My Outlook calendar isn't syncing with Marloo
Confirm you have signed into Marloo using the same Microsoft 365 account linked to your Outlook calendar.
Check whether your organisation's IT policies restrict third-party calendar access. Your IT administrator may need to grant consent (see Admin Permissions above).
Try disconnecting and reconnecting your calendar via Settings > Integrations.
Marloo isn't joining my Teams meetings
Confirm that your Teams meeting has a lobby enabled and that you are able to admit participants manually.
Check that guest access is enabled in your Teams tenant settings.
Ensure the Teams meeting link appears in your Outlook calendar invite, as Marloo uses this to locate the meeting.
I'm receiving an authentication error when connecting Microsoft 365
This is most commonly caused by admin consent not being granted. Ask your IT administrator to approve Marloo's access within your Microsoft 365 tenant.
If the issue persists, contact Marloo Support with a screenshot of the error message.