Connecting an Office 365 or Outlook Account

After connecting an Office 365 email account, ClientSuccess will automatically bring in copies of all email messages sent to or received from a contact in a client's record. No need to BCC or forward emails as the platform will simply watch your account for you.

Emails within a 24-hour window moving forward (from the time users connect) will be brought into the Engagement module every hour.

***NOTE:  If you have a security policy that requires a security token, you can use Office365 to generate a "One Time Password" that will create a token for you to enter as your password, securing your connection.  The instructions are found on Microsoft's support site here. 

As this article mentions, in order to generate an "app password", you will need to have enabled two-step verification.

 Once you have the app password that will be the password you use in step 4 below. Here's what using an app password will look like.

Microsoft Required Permissions (scopes)

Here is a link to the Microsoft documentation regarding scopes, required for the email integration to function:  https://docs.microsoft.com/en-us/graph/permissions-reference.

Below are the specific scopes required:

How to configure

Requirements

To connect an Office 365 email account, you must:

• Have a an Office 365 email account.

For messages to be brought in:

• Be TO (directly or via CC) or FROM a contact that exists in ClientSuccess within twenty-four hours of the message being sent or received.
• Be TO (directly or via CC) or FROM from you.
• The email must not be in the calendar, contacts, journal, conversation history, notes, tasks, RSS feeds, clutter, junk, drafts, or shared folders.

Steps

1. Select "Your settings" in the main menu (your avatar bubble in the top right corner).
2. Select "Email integration" in the menu in the left sidebar.
3. Click "Connect Office 365".
4. Enter the email address and password for your Office 365 email account.
5. Click save.