Guides and help

Guides to what Microsoft 365 can do on its own, and help with setting up and using ModernSync.

Do it yourself in Microsoft 365

Step by step with the built-in options and their limits.

Using ModernSync

Set-up, rules, test runs, permissions and devices.

  • Getting started with ModernSync

    The five steps from signing in to contacts on the phones, and what you need before you begin.

    Updated 13 October 2026

  • How rules work

    What a rule is, which sources you can use, and what happens to the contacts when you change or delete a rule.

    Updated 13 October 2026

  • Test runs and the delete guard

    How to see what will happen before anything is written, and what to do when the delete guard has stopped a run.

    Updated 13 October 2026

  • Which permissions does ModernSync need?

    The four permissions the app asks for, what they are used for, and how to remove access again.

    Updated 13 October 2026

  • Which phones and apps show the contacts?

    iPhone, Android and Outlook on Windows, Mac and the web, plus the one limitation to know about.

    Updated 13 October 2026

  • Check for outdated contacts

    Find contacts users saved themselves that show the wrong name on calls. What the check reads, what it stores, and how users fix the findings.

    Updated 14 October 2026

  • Email alerts

    Find out when a run fails or is stopped by the delete guard, without anyone watching the portal.

    Updated 14 October 2026

  • How to cancel ModernSync

    Offboard in the portal, decide what happens to the contacts, and remove the app in Microsoft Entra ID.

    Updated 13 October 2026