How to Connect Outlook to ConnectiveOne
Connect a Microsoft 365 mailbox to a bot so incoming email appears in the Operator Panel and operators can reply from the configured address.
Prerequisites
- Permission to edit the bot in ConnectiveOne.
- A Microsoft Entra administrator who can register an application and grant admin consent for the required Microsoft Graph permissions.
- Confirmation from ConnectiveOne support that the Outlook service is configured for your instance and which permissions it requires. The permission set depends on the mail service configuration.
Create a Microsoft application
- Sign in to the Microsoft Entra Admin Center.
- Open Identity → Applications → App registrations and select New registration.
- Enter a name such as
ConnectiveOne Outlook. Select accounts in your organization’s directory only. A redirect URI is not required. - On the application page, copy the Application (client) ID and Directory (tenant) ID.
- Open Certificates & secrets → Client secrets → New client secret. Add a short description and choose an expiration according to your organization’s policy. Copy the secret value immediately; Microsoft displays it only once.
- Under API permissions, add the Microsoft Graph Application permissions confirmed by ConnectiveOne support for your instance, then select Grant admin consent. Verify that consent was granted.
Keep the Client Secret in a secure place. Do not send it by email or chat.
Enter the bot settings
- In ConnectiveOne, open Settings → Bots → select a bot → Email integration → Outlook.
- Enter the Tenant ID, Client ID, the mailbox address for receiving email, and the address used to send replies.
- Enter the Client Secret. When editing later, leave this field empty to keep the saved secret; enter a new value only to replace it.
- Select Save.
ConnectiveOne manages the connection service address. If the Outlook card is missing or says the service is not configured for the instance, contact support. Do not add the service address or service Authorization header to the bot configuration.
The success message confirms only that the settings were saved; it does not verify Microsoft Graph access or email delivery. Test with a message from an external address: confirm that it appears in the Operator Panel, then reply and confirm that the recipient receives it. Check an attachment as well when needed.