The Email O365 (Outgoing) Connector can be used to allow sending email from within Agent Guidance via a Microsoft Office365 mail system. The Connectors specified here can be used in individual Email Fields or via JavaScript.
Note: unlike other Connector types where names can be shared between different Connector types, the names of the Email O365 (Outgoing) and Email SMTP (Outgoing) Connectors must all be distinct.
Use of this Connector requires use of the Microsoft Graph API via an app created within Azure, and the appropriate degree of access and familiarity with the Microsoft technology stack to be able to perform the required setup. As a top-level outline, the following process should be followed:
Note down the Application (client) ID and Directory (tenant) ID values from the overview screen once the application has been configured; these will be used to configure the Connector.
Create a secret for the application from the application's overview. Note down the Client Secret to be used to configure the Connector.
(Recommended) Create a mail security group within Azure, and assign the group to the created application. This will allow you to control which mailboxes in your organisation are accessible from the created application, rather than all being accessible.
Configure the created application to add permissions. The following permissions are both within the Microsoft Graph section, and need to be added as application permissions rather than delegated permissions: Mail.ReadWrite, and Mail.Send. You will also need to click the "Grant admin consent" button to ensure that the permissions are actually applied.
Connector Name
The name of the Connector can be altered here.
The Connector name is used to identify which Connector to use in Email Fields and JavaScript, so care should be taken when updating this to ensure that these are also updated.
