Online Help | Desktop App

Configuring Microsoft Exchange Online settings

This article provides step-by-step instructions for configuring the Mail Connector to work with Microsoft Exchange Online, a cloud-based solution that delivers secure and scalable email communication.

APPLIES TO: This article applies to the desktop Settings App. You can also use the web Admin Center for these tasks. Note that the web version does not support using the pre-configured Alloy Mail Connector app for Exchange Online integration.

Before you begin:

Ensure you have a Microsoft work account with a mailbox (a mailbox-enabled account). The Mail Connector uses this account to access Exchange Online. You can choose an existing account or create a dedicated one for this purpose.

To configure Microsoft Exchange Online with OAuth authentication:

  1. In the desktop Settings App, navigate to E-mail Processing > Mail Connector.

  2. Under Mail Server, select Exchange Online with OAuth authentication from the drop-down list.

  3. Choose the API to connect with:

    • Microsoft Graph (recommended): Microsoft Graph is the modern gateway to Microsoft 365 data and services. Using Graph ensures compliance with the latest Microsoft standards for security and connectivity.

    • Exchange Web Services (EWS): EWS, introduced with Exchange 2007, is a legacy SOAP-based API that still provides access to Exchange Online data.

  4. Under Client, decide which app registration to use. You can rely on the pre-registered app or register your custom app in Microsoft Entra ID (Azure AD).

    • To use the pre-registered app, click Alloy Mail Connector (consent is required).

      The Alloy Mail Connector is the multi-tenant app registered by Alloy Software. Note that the admin consent is required.

    • If you prefer to register your own app, follow these steps:

      1. First, register your application in Microsoft Entra ID (formerly Azure Active Directory). For instructions, see Register your App in Microsoft Entra ID for Exchange Online.

        Prepare the Application (client) ID, which uniquely identifies your app and is used to validate security tokens from the Microsoft identity platform.

      2. Click Custom application registered in your Azure portal.

      3. If your organization is in the US Government Cloud, select the Your organization uses Microsoft Cloud for US Government checkbox to ensure compliance with government boundaries and requirements.

      4. In the Client ID field, enter the Application (client) ID obtained when registering your application.

        For a single-tenant application, also enter the Tenant ID. If you're not sure where to find it, see Microsoft's guide on finding your tenant ID.

  5. Click Sign in to authenticate with the Microsoft work account the Mail Connector will use. If needed, click Change to switch accounts.

  6. Specify the mailbox folder to monitor for incoming messages. By default, this is Inbox, but you can select a subfolder such as as Inbox/Support.

  7. Click Test Connection to verify that the Mail Connector can connect to Exchange Online with the specified settings.