Microsoft Outlook

Configuration

This section guides you through the requirements, installation, and configuration steps necessary to get started with using Outlook in Kognitos.

Requirements

1. Professional Office 365 Account

2. Microsoft Azure (under the same Microsoft account)

3. Configuring permissions in Azure

4. Learning the Microsoft Outlook Book in Kognitos, which will require the following credentials:

   1. client ID

   2. client secret

   3. tenant ID

   4. user ID

Azure Configuration

You will need to:

1. Register Kognitos in the Azure Active directory with API permissions to Read and Send Emails.

2. Provide the user ID for Microsoft Graph API to work for any user.

Steps

1. Login to Azure Portal > Open Active Directory > App registration (In left menu)

1. Register a new app with a suitable name for the project.

1. Go to API permissions > Add permissions > Select Microsoft Graph

1. Select Application Permissions > Search for Mail and grant Read Write and Send Permissions.

1. Grant admin consent for the granted permissions.

Steps to create user / Get user ID

1. Login to Azure portal > Go to Active directory > click on Users in menu

1. Create a new user or select any existing user.

1. Copy the value Object ID in user profile page

Learning the Microsoft Outlook Book

To interact with Microsoft Outlook in Kognitos, you need to learn the Microsoft Outlook Book. This will establish a secure connection to your account.

Prerequisites

Ensure you have all the required credentials: the client ID, client secret, tenant ID, and user ID

Steps

1. In the left sidebar, click on Books.

2. In the search bar, search for Microsoft Outlook, then click on the Book.

1. Add in the credentials when you are prompted.

2. Click Add to finish adding the Book.

📘 Actions Performed Under Your Credentials

Any actions taken will use the credentials you connect with. For example, if you send an email through Outlook, the sender will be the account linked to your connection credentials.