Integrating with Outlook

This article describes how to set up Outlook integration for sending and receiving emails in Metric Insights.

The process is as follows:

  1. Create an Application in Microsoft Azure
  2. Configure MI System Variables to Send Emails
  3. Configure MI System Variables to Receive Emails

1. Create an Application in Microsoft Azure

1.1. Add New Registration

  1. Access App Registrations
  2. [+ New registration]

 

1.2. Enter App Info

  1. Enter the App's Name
  2. Supported account types: "Accounts in this organizational directory only (<directory name> only - Single tenant)"
  3. [Register]

1.3. Add API Permissions

  1. [+ Add a permission]
  2. [Microsoft Graph]
  3. [Application permissions]
  4. Select the following Mail permissions:
    • Mail.Read
    • Mail.Send
  5. [Add permissions]

Note: If you are not an Administrator, you need to get approval by an Administrator for this permission.

  1. [Grant admin consent for <directory name>]
  2. [Yes]

1.5. Add a Client Secret

Access the Certificates & Secrets tab

  1. [+ New client secret]
  2. Set the expiration date for the Client Secret
  3. [Add]
  4. Copy and save the Client Secret value

1.6. Copy Application and Tenant ID

Access the Overview tab

  1. Copy and save the Application ID
  2. Copy and save the Tenant ID

2. Configure MI System Variables to Send Emails

Access Admin > System > System Variables

Note: See Setting the System Variables for details on configuring System Variables.

  1. SEND_MAIL_AUTH: "graph api"
  2. SEND_MAIL_FROM: enter the UserPrincipalName of the user account from which the Application in Microsoft Azure was created
  3. SEND_MAIL_GRAPH_API_APPLICATION_ID: Azure App ID (see Step 1.6)
  4. SEND_MAIL_GRAPH_API_CLIENT_SECRET: Azure App Client Secret (see Step 1.5)
  5. SEND_MAIL_GRAPH_API_TENANT_ID: Azure App Tenant ID (see Step 1.6)
  6. [Commit Changes]
  7. [Proceed]

3. Configure MI System Variables to Receive Emails

Access Admin > System > System Variables

  1. RECV_MAIL_AUTH: "office365"
  2. Enter credentials of the account from which emails will be sent: RECV_MAIL_LOGIN and RECV_MAIL_PASSWORD
  3. RECV_MAIL_OFFICE365_APPLICATION_ID: Azure App ID (see Step 1.6)
  4. RECV_MAIL_OFFICE365_CLIENT_SECRET: Azure App Client Secret (see Step 1.5)
  5. RECV_MAIL_OFFICE365_TENANT_ID: (see Step 1.6)
  6. [Commit changes]
  7. [Proceed]