This page explains how to integrate with Microsoft 365 Exchange Online.
Contents
- Integration overview
- Requirements
- Integration steps
- Checking email integration status
- Removing the integration
- Frequently asked questions
Integration overview
The integration overview is shown below.
Requirements
To use this feature, you need administrator privileges and a Microsoft 365 plan that includes Exchange Online.
Integration steps
Get the directory (tenant) ID
- Open the Microsoft Azure portal page.
- Open the Microsoft Entra ID admin page shown in the center.
- Copy the Tenant ID shown below the company name.
Integrate with Exchange Online Contacts and Email
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Go to Admin Settings → Integration with other services → Microsoft 365, then enter the copied tenant ID under Directory (tenant) ID in Exchange Online.
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You can integrate with Exchange Online contacts and email. Click what you want to integrate.
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Clicking to allow integration redirects you to Microsoft 365. Enter the sign-in information for a Global Administrator or Privileged Role Administrator in the organization associated with the tenant ID entered on the settings page.
The screen below is then shown. Check give consent and then accept.
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The page will then show the integration status.
Each feature requires additional settings before use. See the following help pages.
・Integrating Sansan contacts with Outlook contacts
・Setting up Contact Inbox
・Setting up Smart Activity Management
Checking email integration status
Click the status in email to check the connection status of all users in your contract.
The status details are:
| Status | Details |
|---|---|
| Completed | Integration with Exchange is inactive. |
| Error (authentication failure) |
The user doesn't have an account in Microsoft 365. |
| Error (not authorized) |
You don't have permission to access the user's Outlook account. |
| Error (connection failure) |
If another error has occurred or if the problem persists ever after you tried to fix it, please contact us via this form. |
Removing the integration
Disconnecting from Exchange Online
Click to disconnect from Exchange Online under Tenant ID.
*Disconnecting from Exchange Online also removes the integration with Exchange Online contacts, Calendar, and email.
Removing integration with contacts and email
Click which items you want to disconnect.
*Disconnecting all integrations also disconnects Exchange Online. You'll need to enter the tenant ID to reestablish the integration.
Frequently asked questions
Q. What should I do if IP address restrictions are set in Microsoft 365?
A. Contact us via AI chat here.
Q. What if I can't integrate because a message says administrator approval is required?
In integration step 3, click the items you want to integrate. If the page below is shown after that, the account signed in to Microsoft 365 is not a Global Administrator or Privileged Role Administrator.
The PC or browser may also have stored Microsoft 365 credentials. In this case, authentication uses an account that's not a Global Administrator or Privileged Role Administrator, and the page above is shown. Use an incognito window or another browser and repeat the process from integration step 3. After clicking to integrate, sign in with a Microsoft 365 administrator account.
*Microsoft, Microsoft 365, Microsoft Outlook, Exchange Online, Microsoft Azure portal, and Microsoft Entra ID are registered trademarks or trademarks of Microsoft Corporation in the United States and other countries.
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