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

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

Step 2: Obtaining Tenant ID

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

Step 3: App Registration

In the Identity section, find the App registrations item
Click New registration
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
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

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

Step 6: Configuring Permissions (API Permissions)

In the left menu, select API Permissions
Click Add a permission
Select Microsoft Graph
Choose Application Permissions
Select the needed permissions:
- Mail.Read — for reading emails
- Mail.Send — for sending emails
Click Add permissions
Click Grant admin consent
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.

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