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Configuring Microsoft Exchange Online settings

Introduced in 2023.1

This article provides step-by-step instructions on configuring a mail server using Microsoft Exchange Online, a cloud-based solution that offers secure and scalable email communication.

Before you begin:

Exchange Online is part of the Office 365 suite of products. By Microsoft account here we understand the account you use to work with your Microsoft 365. This account will be used by the Mail Connector so it must have sufficient permissions to work with your Microsoft mailbox. You can create a special mailbox account for this task, or use an existing one.

To configure Microsoft Exchange Online with OAuth authentication settings:

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

  2. Choose one of the API options:

    • MS Graph (recommended) - MS Graph is the gateway to data and intelligence in Microsoft 365. Microsoft Graph API usage ensures the latest Microsoft standards in Office 365 Email protocols for very latest in security and connectivity.

    • Exchange Web Services (EWS) - EWS was launched as a part of Microsoft Exchange 2007 as a SOAP based API that allows access to Exchange Online data.

  3. Choose one of the Client options:

    • Alloy Mail Connector (admin consent required)

    • Custom application registered in your Azure portal

      IMPORTANT: This option is compatible with any API type, Microsoft Graph or EWS. For optimal performance, we recommend using Microsoft Graph. To connect to Exchange Online using an application registered in the user's tenant, follow these instructions.

  4. Click the Sign in hyperlink to sign in to your Microsoft account. If you're already signed in with one account, you can change it by clicking the Change hyperlink and choosing another account.
  5. Specify which folder on the server the Mail Connector will monitor for incoming messages. The default folder is INBOX. If needed, you can use a subfolder, such as "INBOX/Support".

  6. Click Test Connection to verify that the Mail Connector can access the specified mailbox.