Outlook Business Email Integration
Introduction
Integrating your x.doc application with Business Outlook can significantly enhance your workflow, allowing you to send emails directly from the platform. This process involves registering your application with Azure Active Directory (Azure AD), a gateway to Azure services. Here's a comprehensive guide on how to set up this integration:
Registering Your Application with Azure AD
Navigate to the Azure Portal.
Select Azure Active Directory > App Registrations > New Registration. Enter a name for your application.
You'll receive credentials such as a client ID and secret upon successful registration. It's crucial to save these credentials securely, as they'll be required for future use.
During the application registration process, you will receive the Client ID, Tenant ID, and the email address used to register the application.
Generating Client Secret Value
Navigate to the Client Credentials section.
Generate the Client's Secret Value. Remember, this value is visible only once during its creation, so ensure you save or record it immediately, as it cannot be retrieved later.
Assigning API Permissions
Navigate to the API Permissions tab.
Click 'Add a Permission' and select Microsoft Graph API. You'll see two options: Delegated Permissions and Application Permissions. Choose 'Application Permissions' and search for the following permissions: 'Mail. Read' and 'Mail. Send'. Add these permissions to your application.
Grant Admin Consent
Once the permissions are added, click on Grant Admin Consent.
Confirm the action to apply the permissions to your application.
Note: Ensure that Mail.Send and Mail.Read is enabled in the API Permissions.
Integrating with XTEN AV
Navigate to the Settings tab on the XTEN AV website.
Select x.doc Settings and choose Business Email Integration. Click on Outlook Business.
A form will appear requiring the credentials of the application you created in your Microsoft 365 account.
Fill out the form and click 'Save'. Once saved, your application will be successfully connected to Outlook Business, and you can view the Display Name and the email address from which you can send emails.
Sharing x.doc Document Using Outlook Email
To submit a document to a client, click on the "Review & Submit" option from the 'Actions' menu at the top right of the proposal. This option is also available from the x.doc dashboard page.
On the Review & Submit page, you can view your Outlook account details. From here, you can edit and customize the email.
After customizing, click the "Send to Client" button. The client will receive an email from your name with a link to the document. They can view, sign, and accept the document using that link.
Integrating your x.doc application with Business Outlook can significantly enhance your workflow, allowing you to send emails directly from the platform. This process involves registering your application with Azure Active Directory (Azure AD), a gateway to Azure services. Here's a comprehensive guide on how to set up this integration:
Registering Your Application with Azure AD
Navigate to the Azure Portal.
Select Azure Active Directory > App Registrations > New Registration. Enter a name for your application.
You'll receive credentials such as a client ID and secret upon successful registration. It's crucial to save these credentials securely, as they'll be required for future use.
During the application registration process, you will receive the Client ID, Tenant ID, and the email address used to register the application.
Generating Client Secret Value
Navigate to the Client Credentials section.
Generate the Client's Secret Value. Remember, this value is visible only once during its creation, so ensure you save or record it immediately, as it cannot be retrieved later.
Assigning API Permissions
Navigate to the API Permissions tab.
Click 'Add a Permission' and select Microsoft Graph API. You'll see two options: Delegated Permissions and Application Permissions. Choose 'Application Permissions' and search for the following permissions: 'Mail. Read' and 'Mail. Send'. Add these permissions to your application.
Grant Admin Consent
Once the permissions are added, click on Grant Admin Consent.
Confirm the action to apply the permissions to your application.
Note: Ensure that Mail.Send and Mail.Read is enabled in the API Permissions.
Integrating with XTEN AV
Navigate to the Settings tab on the XTEN AV website.
Select x.doc Settings and choose Business Email Integration. Click on Outlook Business.
A form will appear requiring the credentials of the application you created in your Microsoft 365 account.
Fill out the form and click 'Save'. Once saved, your application will be successfully connected to Outlook Business, and you can view the Display Name and the email address from which you can send emails.
Sharing x.doc Document Using Outlook Email
To submit a document to a client, click on the "Review & Submit" option from the 'Actions' menu at the top right of the proposal. This option is also available from the x.doc dashboard page.
On the Review & Submit page, you can view your Outlook account details. From here, you can edit and customize the email.
After customizing, click the "Send to Client" button. The client will receive an email from your name with a link to the document. They can view, sign, and accept the document using that link.
Updated on: 11/29/2024
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