Version: 8.3

Set up the Microsoft Exchange and Microsoft 365 services

Level: intermediate

To set up connection parameters for email providers, you must have the permission to run the "Access to "Access rights" workspace" ("CanManageAdministration" code) system operation. Learn more about using system operations: System operation permissions.

note

Set up the Exchange Listener synchronization service before setting up an email provider.

To add the email provider:

Click → in the top right to open the Email sidebar.
Click → New email account (Fig. 1). This opens a window.

Fig. 1 Add a new email account
Enter the email address → Next.
Click Add New Server. This opens a page.

Add the domains of a new provider to the Email providers domains lookup to have Creatio automatically identify this email provider in the future. As a result, users will not have to specify the mail provider manually when setting up an email account.
Click Add (Fig. 2). This opens a page.

Fig. 2 Add a new email provider
Go to the Service type field and select "Exchange."
Fill out the Service address field in the "example.exchange.com" format (Fig. 3).

Fig. 3 Specify the mail service address
Enable receiving and sending emails (optional).
- Select the Receive emails and/or Send emails checkbox.
- Select at least one checkbox.
Set up the mailbox login format (optional).
- Select Use manual entry if users must enter their email address and username.
- Select Use email address option if the full email address is used as a login, for example, "test@google.com."
- Select the Use mailbox name option if the part of the email address before "@" is used as a login. For example, the "test" will be a login for "test@google.com" email address.
Set up the authentication method (optional).
- Select "OAuth 2.0" to restrict the service access to protected user resources without the need to pass the login and password. Fill out the Application (client) ID and Client secret required fields.
  
  Application (client) ID is generated by the Microsoft authentication server. The documentation and API might refer to the application ID as "Product ID."
  
  Client secret: a secret key generated by the authentication server. The documentation and API might refer to the client secret as "Product key."
  
  Setting up passwordless OAuth authentication for Microsoft 365 requires an existing OAuth application. Learn more: Set up OAuth authentication for Microsoft Office 365.
- Select "Basic" for the basic authentication using the user name and password with Base64 encryption. Microsoft is deprecating the login and password authentication (Basic Authentication) method since it is obsolete and insecure. We recommend setting up secure OAuth authentication so that you do not lose access to your mailboxes from Creatio.
Fig. 4 Additional settings of the mail service
Save the settings.