Office 365: Outlook

The integration of Office 365 with AdminPulse enables one to automatically add incoming and sent e-mails to AdminPulse document service.

• No additional costs are incurred for the use of this service.
• As of this writing the following types of accounts are supported:
  • Professional 365 account, e.g. [e-mail]
  • Personal Microsoft account [e-mail]
  • Shared mailbox [e-mail] 

To make use of this feature please see the steps below.
 

1. Entering Details in AdminPulse

To enter your details and configuration of your mailservice. Please navigate to Admin-Connect.
This can be achieved by clicking this link: https://connect.adminpulse.be/ or by navigating to My Profile > Admin-Connect



 

When you are in de Admin-Connect page. click the connect button. You will be redirected to the Microsoft environment where you have to login with the account you wish to connect.

 

A pop-up wil show where it asks you which permissions AdminPulse needs to have in order to sync your emails with office. Please click Accept. You will be redirected to the the Connect-Page.

 

To test if the connection has been successful, you can click on "Validate connection".

2. Configure e-mail folders
After setting up the connection, you have to select which e-mail folders AdminPulse may read and add those incoming mails to the document service of AdminPulse.
As of this moment only the first 5 levels of the folders are supported like in the following example, e.g. "Top level folder" and "Sub level folder".

 

If you need to add sent e-mails to AdminPulse, then you also need to select the "Sent Items" folder.
After the selection has been made, all new e-mails (or those you move to the selected folders) will be saved in AdminPulse. Older e-mails will not automatically be added, unless you move these to one of the selected folders.

 

 

Shared MailBox

As stated earlier it's also possible to add shared mailbox. A shared mailbox is usually configured by IT-admin and is not limited to 1 person.
To add a shared mailbox, you will need permissions on this mailbox.

Please ensure the following 2 options are always enabled in the shared mailbox options.

As soon as the changes have been made, you can add the shared mailbox in the Connect Page by choosing the option "Add shared mailbox" en subsequently input the e-mail. You are not required to give you your password as you are logged in with an account that has permissions to this shared mailbox.
If everything went well you will see the following:

In here all e-mails will be added to AdminPulse. There is no way to select a subset of the available folders.

 

What happens to the attachments in e-mails? 

Attachments from e-mails are always stored separately in the Document screen of AdminPulse. Whether AdminPulse automatically recognizes the attachment depends on whether the sender of the e-mail is known in the system. An e-mail address is considered known by AdminPulse if:

• It is set as "E-mail address for placeholders and e-mail communication" in the profile of an employee.
• It is mentioned under the recognition options in the General Settings.

If the sender is known by AdminPulse:
AdminPulse will try to automatically recognize the attachment. If relevant, the taskflow will be triggered.

If the sender is not known:
The attachment is saved as document type "Email (attachment)"