Use this checklist to determine whether a customer is eligible to enable Email Integration with Outlook.
Email Hosting Requirements
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Customer mailboxes are hosted in Microsoft 365 (Exchange Online): The mailbox must live in Microsoft’s cloud (Exchange Online). If email is hosted elsewhere (Google, GoDaddy, on-prem Exchange), the integration will not work.
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Email domain is managed within an active Microsoft 365 tenant: The customer’s domain (e.g., <company>.com ) must be connected to a Microsoft 365 tenant. This allows Microsoft Graph to authenticate and access the mailbox.
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Mailboxes are cloud-hosted (not on-premise Exchange only): Fully on-premise Exchange environments are not supported unless the mailbox is hosted in Microsoft 365 cloud.
If a customer does not meet all of the criteria listed above, then they will not be eligible for Outlook Integration.
IT & Security Requirements
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Customer is able to grant Microsoft Graph API permissions: The admin/user must approve the integration’s request to read and monitor the mailbox via Microsoft Graph. This is a required security step.
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Customer allows third-party app registration within their Microsoft tenant: Some companies restrict external integrations. Their tenant policies must allow approval of third-party applications.
If permissions listed above cannot be granted, Outlook Integration cannot be enabled, so the customer will not be eligible for implementation.
Mailbox Structure & Use Case
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Customers with a shared mailbox or individual mailboxes that require monitoring: Outlook Integration works with shared and individual mailboxes that receive business documents. (There is no folder-level monitoring in a mailbox available at this time).
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Mailbox receives structured business documents (excel, PDF, Word etc.): Outlook Integration is designed to monitor incoming structured documents; not general unstructured data (ex: like orders in email body).
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Customer wants automatic mailbox monitoring (vs manual forwarding): Outlook Integration removes the need for email forwarding rules and automates document ingestion.