How to Connect Outlook to ConnectiveOne

Connect Outlook to ConnectiveOne for processing incoming emails and sending responses through the operator panel.

Prerequisites

  • Active Microsoft Azure account
  • Administrator rights in Azure Active Directory
  • Instance administrator rights (for passing API key)

Obtaining API Key

Step 1: Sign in to Microsoft Entra

  1. Go to Microsoft Entra Admin Center
  2. Sign in with a Microsoft account with administrator rights

Step 2: Obtaining Tenant ID

  1. In the left menu, find the Identity (or Azure Active Directory) item
  2. Go to the Overview section
  3. Copy the Tenant ID

Step 3: App Registration

  1. In the Identity section, find the App registrations item
  2. Click New registration
  3. Fill in the fields:
    • Name: Enter the app name (for example, "ConnectiveOne Outlook")
    • Supported account types: Select Accounts in this organizational directory only
    • Redirect URI (optional): Leave empty
  4. Click Register

Step 4: Obtaining Client ID

After registration, on the app page, copy the Application (client) ID value — this is your Client ID.

Step 5: Generating Client Secret

  1. In the left menu, go to Certificates & secrets
  2. Click New client secret
  3. Specify a description (for example, "ConnectiveOne Outlook API Key")
  4. Select expiration — 2 years
  5. Click Add
  6. Important: Copy the generated secret immediately after creation — it will not be available again

Step 6: Configuring Permissions (API Permissions)

  1. In the left menu, select API Permissions
  2. Click Add a permission
  3. Select Microsoft Graph
  4. Choose Application Permissions
  5. Select the needed permissions:
    • Mail.Read — for reading emails
    • Mail.Send — for sending emails
  6. Click Add permissions
  7. Click Grant admin consent
  8. Make sure the status became Granted

Passing Data for Connection

Pass the following data to ConnectiveOne representatives:

  • Tenant ID — obtained in step 2
  • App ID (Client ID) — obtained in step 4
  • Client Secret — obtained in step 5

After passing the data, ConnectiveOne representatives will configure Outlook connection to your bot.

After Connection

After successful connection, all mail arriving at the specified email will be displayed in the operator panel. Operators will be able to respond on behalf of this email.