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Steps for Integrating Microsoft 365 Mail

Prerequisites

  1. Create or Access a Resource in Azure

    • Sign in at portal.azure.com.
    • Create an Azure Active Directory account and set up the resource to be used.

  2. Create or Access a Microsoft 365 Account

    • Sign in or create your account on Microsoft

Configuration in Lynn:

With your Azure Active Directory and Microsoft 365 accounts created, start the configuration in Lynn by completing the following fields:

  • Microsoft 365 Account (MS365_MAIL): Enter the corresponding Microsoft 365 account to be used for this interaction.

  • Tenant Bot Channel Registration (MS365_TENANT_ID): Enter the "Directory (tenant) ID" parameter from your Azure account, obtained from the Overview section. This identifier is a unique alphanumeric value that exclusively relates to the Azure AD instance to which an organization belongs.

  • Client Bot Channel Registration (MS365_CLIENT_ID): Enter the "Application (client) ID" parameter from your Azure account, obtained from the Overview section. This identifier is used to authorize and authenticate the application or service in Azure AD and to register and track its interactions and transactions in the directory.

  • Client Secret Bot Channel Registration (MS365_CLIENT_SECRET): Enter the "Value" parameter from your Azure account in the Client Secret section. This is a value used as an authentication and authorization method for applications integrating with Azure AD. The client secret is a randomly generated string used to identify and authenticate an application or service in Azure AD.

  • Configured Timeout to Detect Inactivity and Close the Interaction. Maximum 7200 sec (2 hours) (MS365_TIMEOUT_SECONDS): Enter the timeout duration (in seconds) for which the interaction will be available before becoming inactive.

  • Define the Order of Historical Messages in the Executive Interface. Most Recent First (DESC) or Oldest First (ASC) (MS365_HISTORICAL_ORDER): This field defines the order in which historical messages are displayed in the executive interface. It can be configured to show the most recent messages first (descending order, DESC) or the oldest messages first (ascending order, ASC).

  • Folder Secret Bot Channel Registration (MS365_CLIENT_FOLDER): This field specifies the folder mentioned by the MS365 client. It identifies and saves the designated folder's location, ensuring that interactions and handled data are correctly stored within the client's folder structure in MS365.