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Cloudfon connector hub CloudCX Connector Hub provides integration with Microsoft Office365 Office 365 via the API for Microsoft Office365. The configuration is done server-side, in an easy and straightforward way. Let's follow the instructions step by step to complete the integration with Microsoft Office365. |
Get your Microsoft Office365 AppID and AppSecret
Please reference to Register an application with the Microsoft identity platform to create your app.
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If users in your system intend to utilize the Microsoft email channel or SMTP server, configuring this application setting is crucial! |
| Table of Contents |
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Create An Application
To integrate with Microsoft, you have to create an application in the admin center. You can find more details about creating an application https://learn.microsoft.com/en-us/graph/auth-register-app-v2 .
Prerequisites
A Microsoft Entra ID tenant.
An account that has at least the Cloud Application Administrator role.
Register an application
Go to the https://entra.microsoft.com/.
If you have access to multiple tenants, use the Settings icon in the top menu to switch to the tenant in which you want to register the application from the “Directories + subscriptions” menu.
Browse to Identity > Applications > App registrations and select “New registration”.
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Enter a display Name for your application.
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Specify who can use the application in the “Supported account types” section.
Supported account types | Description |
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Accounts in this organizational directory only | Select this option if you're building an application for use only by users (or guests) in your tenant. Often called a line-of-business (LOB) application, this app is a single-tenant application in the Microsoft identity platform. |
Accounts in any organizational directory | Select this option if you want users in any Microsoft Entra tenant to be able to use your application. This option is appropriate if, for example, you're building a software-as-a-service (SaaS) application that you intend to provide to multiple organizations. This type of app is known as a multitenant application in the Microsoft identity platform. |
Accounts in any organizational directory and personal Microsoft accounts | Select this option to target the widest set of customers. By selecting this option, you're registering a multitenant application that can also support users who have personal Microsoft accounts. Personal Microsoft accounts include Skype, Xbox, Live, and Hotmail accounts. |
Personal Microsoft accounts | Select this option if you're building an application only for users who have personal Microsoft accounts. Personal Microsoft accounts include Skype, Xbox, Live, and Hotmail accounts. |
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Select Web, and add the Authorized Redirect URL
https://your_cx_domain
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/api/v1.0/microsoft/integration/callback
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and
https://your_cx_domain:9001/api/v1.0/system/email/callback
your_cx_domain is the domain prepared for your CX.
PLEASE record your password when you create a new Client Secret. It will only shown once.
Collect the parameters required for integration
On the application overview，Obtain appid and tenant id
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Configure Microsoft Office365 application integration
Log in to the system administrator portal, click "Advanced"-> "Application Settings"-> "Office365" to enter the Microsoft Office365 settings page.
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Fill in the AppID, AppSecret and Tenant ID of your Office365 application into Client-id, Client-Secret and tenant-id, then click save. After that the system will prompts you that Save successfully.
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The following are tips for successful integration:
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to the Redirect URI (optional).
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Click on “Register” to complete the initial app registration.
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When registration finishes, the Microsoft Entra admin center displays the app registration's Overview pane. On this page, the app was assigned values for:
Application (client) ID, which uniquely identifies your application in the Microsoft cloud ecosystem, across all tenants.
Object ID, which uniquely identifies your application in your tenant.
These values will be available in the app settings and will be required while setting up in the Connector Hub.
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Add a client secret
Sometimes called an application password, a client secret is a string value your app can use in place of a certificate to identity itself.
Select Certificates & secrets > Client secrets > New client secret.
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Add a description for your client secret.
Select an expiration for the secret or specify a custom lifetime.
Client secret lifetime is limited to two years (24 months) or less. You can't specify a custom lifetime longer than 24 months.
Microsoft recommends that you set an expiration value of less than 12 months.
Select “Add”.
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Record the secret's Value for use in your client application code. This secret value is never displayed again after you leave this page. This value will be required while setting up in the Connector Hub.
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Configure Microsoft Office 365 Integration in CloudCX
Log in to your system administrator portal https://your_cx_domain:9006, go to Advance > Connector Hub Setting > Office 365 to configure.
Paste the Application (client) ID & Directory (tenant) ID to Client-id & Tenant-id, the Application (client) ID & Directory (tenant) ID obtain from application’s Overview https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/52036507#Register-an-application.
Paste the Client secret’s Value to Client-Secret, the Client secret’s Value obtain from Certificates & secrets https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/52036507#Add-a-client-secret .
Copy the Authorized Redirect URL and paste to Redirect URI https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/52036507#Register-an-application .
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That's all the Office 365 integration, now, you can connect your Office 365 to the Inbox > Channels > Email in your tenant https://cloudfon.atlassian.net/wiki/spaces/CX/pages/49283141/3.1.1+Email#Office-365-account or your SMTP server 9.2.2 Custom SMTP Server ！
Warning Message
This warning message indicates that the Microsoft email Application, configured on the System Connect Hub, is incorrect or invalid.
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