Online Help | Desktop App

Configuring e-mail notifications for Microsoft Exchange Online

This article will guide you through the process of configuring outgoing e-mail notifications using Microsoft Exchange Online.

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:

  • All e-mail notifications are sent by the Automation Server, so make sure that the Automation Server is configured and started. For details, see Starting and stopping the Automation Server.

  • Ensure you have a Microsoft work account with a mailbox (a mailbox-enabled account). Alloy Navigator Express will use this account to access Exchange Online. You may want to use the same Exchange Online email account that the Mail Connector already uses.

To configure e-mail notification settings for Microsoft Exchange Online:

  1. In the desktop Settings App, navigate to Notifications > E-mail Notifications.

  2. Select Exchange Online with OAuth authentication from the drop-down list.

  3. Optional: Specify additional message options in the Notifications > E-mail Notifications > Settings section.

    • Type the default sender's e-mail address in the 'From' e-mail address field. This address will appear in the From header of outgoing e-mail notifications.

      • TIP: You can overwrite this default address later when you configure individual E-mail Notifications for your workflow. For details, see Configuring E-mail Notifications.

    • To send messages in plain text format, select the Send all e-mail messages in plain text format check box.

    • To limit the allowed size of file attachments, select the Limit the total size of attachments to check box and specify the limit in megabytes.

      NOTE: Notifications with attachments exceeding the specified size limit will not be added to the Notification Queue and, correspondingly, will not be sent. During the execution of a workflow Action resulting in such a notification, Alloy Navigator Express displays an error to the user who initiated the Action.

  4. 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.

  5. 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.

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

  7. By default, all notifications will be sent from the Microsoft account, i.e. will have its address in the From field. If you want to enable Alloy Navigator Express to send notifications on behalf of other users, select the ’From’ address delegation check box.

    IMPORTANT: Sending notifications on behalf of other users requires that every person whose e-mail address you specify in the From field when configuring e-mail notifications must grant your Microsoft Exchange Online account a permission to send e-mail messages on their behalf.

  8. To verify your settings, click Test Settings. Alloy Navigator Express will send a test message using the specified parameters to confirm the ability to communicate with the mail server. When the Send Test Message window opens, enter a valid e-mail address to send the test message to and click OK.

NOTE: The appearance of HTML E-mail Notifications depends on the CSS styles configured for outgoing e-mail notifications. For details, see Customizing E-Mail Notification styles.