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CloudCX Connector Hub provides integration with Microsoft Office 365 via the API for Microsoft. 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. |
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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! |
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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 here 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 Microsoft Entra admin center 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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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/api/v1.0/microsoft/integration/callbackto the Redirect URI (optional).
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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.
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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 here 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 here 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 here.
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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 here https://cloudfon.atlassian.net/wiki/spaces/CX/pages/49283141/3.1.1+Email#Office-365-account or your SMTP server here！ 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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