Outlook Mail
Connect Outlook Mail so your agents can read inbound email and reason about correspondence. Common use cases include AP help desk, vendor inquiries, and remittance handling.
Audience: IT (the enabler) and builders
What it can do
- Read. Mailbox sync.
This integration does not support Write, Triggers, or Reply through the workspace-level integration. The bound email pattern adds them on top.
Triggers and Reply come from binding. Want inbound mail to fire work items and the agent to reply through this mailbox? See Bound email for the full wiring with email templates.
Who connects this
Admin-enabled OAuth. IT registers an application in Microsoft Entra once. After that, builders OAuth their own mailbox.
IT registers the application in Microsoft Entra
Register an application and grant admin consent for the mailbox read scopes.
Builders OAuth their own mailbox
Once stage 1 is done, builders OAuth from within the platform. Shared mailboxes still require admin coordination.
Builder picks a mailbox for the Project
In the Project context, pick the mailbox the Project should read.
What this article will cover
- Registering the application in Microsoft Entra
- Required mailbox permissions and admin consent
- Connecting and authorizing
- Choosing a mailbox or shared mailbox
- Verifying the connection
- Common errors and how to resolve them