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Version: 8.3

Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams

Level: beginner

This article covers the steps the system administrator has to do to connect Creatio.ai add-in for Microsoft Outlook and Teams. In general, the procedure has the following steps:

  1. Integrate Microsoft 365 into Creatio. Read more >>>
  2. Grant consent for users to access the add-in in your organization Read more >>>

Integrate Microsoft 365 with Creatio​

  • For Creatio in the cloud, determine Creatio users who can access the Creatio.ai add-in and fill out the Permitted users expanded list to grant access to authorize Outlook and Teams via authorization code grant. Learn more: Generate OAuth 2.0 client credentials (step 8).

  • For Creatio on-site, complete the full configuration using parameter values listed in the table below. Instructions: Generate OAuth 2.0 client credentials.

    Parameter

    Parameter value

    Primary parameters

    Name

    Creatio.ai add-in for Outlook and MS Teams

    Application URL

    https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/creatio-ai/creatio-ai-for-outlook

    Description

    Creatio.ai add-in for Outlook and Teams brings AI-driven CRM intelligence and no-code automation directly into your Microsoft communication tools.

    Additional parameters

    Application logo

    Authorized redirect URIs

    https://office365.creatio.ai/outlook/dialog-exit.html

    https://office365.creatio.ai/teams/creatio-auth-exit.html

    Permitted users

    Fill out the value based on your business goals

As a result, Microsoft 365 will be integrated with Creatio.

Grant consent for users to access the add-in in your organization​

Your organization settings might require additional admin consent before users can access the application. In this case, the user will see a consent screen. They need to request access, and this request must be approved by a system administrator.

To approve the use of the app for your organization:

  1. Go to entra.microsoft.com.
  2. Select Enterprise applications in the left panel → Admin consent.
  3. Find the Creatio.ai application in the list and open it.
  4. Click Review permissions and consent at the top of the page, then approve the request.

As a result, all users in your organization will have access to the add-in.

See also​

Creatio.ai

Creatio.ai add-in for Microsoft Outlook and Microsoft Teams

Development specifics for AI Skills in the Creatio.ai Outlook add-in

Creatio.ai (developer documentation)