Microsoft Outlook is a free email service provided by Microsoft that allows you to send, receive, and manage electronic mail. Through CoreBridge, users can send emails from their Microsoft Outlook account directly through their CoreBridge system.
Table of Contents
- Benefits of Integrating with Microsoft Outlook
- How to Integrate CoreBridge with Microsoft Outlook
- How to Create a New Email Domain Using Microsoft Outlook
- How to Create a New Email From Address Using a Microsoft Outlook Email Domain
Benefits of Integrating with Microsoft Outlook
- Send emails using your business's Microsoft Outlook email directly from your CoreBridge system.
- Securely integrate by authorizing your Microsoft Outlook account within CoreBridge.
- Receive notifications to re-authorize your Microsoft Outlook integration after six months of inactivity to maintain security.
- Specify which users and/or locations will be able to use authorized email domains and addresses, enhancing control and flexibility.
How to Integrate CoreBridge with Microsoft Outlook
To integrate Microsoft Outlook with your CoreBridge system, navigate to Settings / Integrations / Marketplace.
1. Once you have navigated to the Integration Marketplace, select Communication.
Note: Microsoft Outlook can also be found within the All folder, or by using the search filter.
2. Select either Learn More or Microsoft Outlook below.
3. Select Install.
How to Create a New Email Domain Using Microsoft Outlook
To create a new Email Domain using Microsoft Outlook, navigate to Settings / System / Email Domains.
1. Select the Green Plus.
2. Enter the email domain provided by Microsoft Outlook.
Example: outlook.com.
3. Select Microsoft Outlook from the Email Provider dropdown.
4. Select your Permissions for this Email Domain.
a. If you would like the Email Domain to be used by All Locations within the system, select All Locations.
b. If you would like to limit which Locations can use the Email Domain, set Specific Location(s), then use the dropdown to select which Locations will have access to this Email Domain.
Note: The Permissions heading will only be visible in those systems with multiple Locations. If you are interested in adding more Locations, contact [email protected].
5. Select Save.
How to Create a New Email From Address Using a Microsoft Outlook Email Domain
Once a new Email Domain has been created using Microsoft Outlook as its Email Provider, this can be used to create an Email From Addresses that is associated to a Microsoft account.
To create a new Email From Address using a Microsoft Outlook account, navigate to Settings / System / Email From Addresses.
Email From Addresses can either be Personal or Shared.
Personal Email From Addresses can only be used by one specific employee. Shared Email From Addresses can be shared across All Employees, Employees in certain Roles, or across specific Locations.
To set up a Personal Email From Address
1. Select the Green Plus.
2. Select Personal next to Email Type.
3. Enter the beginning of the Microsoft Outlook email address.
Example: For the email address [email protected] only emilyw would be entered into the Email Username field.
4. Select the Email Domain created using Microsoft Outlook as the Email Provider.
5. Use the dropdown to select which Employee will be allowed to use this Email From Address.
6. Select Save and Continue.
To set up a Shared Email From Address
1. Select the Green Plus.
2. Select Shared next to Email Type.
3. Enter the beginning of the Microsoft Outlook email address.
Example: For the email address [email protected] only emilyw would be entered into the Email Username field.
4. Select the Email Domain created using Microsoft Outlook as the Email Provider.
5. Set Permissions for this Email From Address.
a. Select if you would like this Email From Address to be available to All Employees, Employees in these Roles, or These Employees. Use the corresponding dropdown to refine your selections.
Note: All Employees, Employees in these Roles and These Employees can't be selected at the same time.
b. Select if you would like this Email From Address available to All Locations or set to Specific Location(s). Use the corresponding dropdown to refine your selections.
Note: Email From Address to be used by heading is available to those systems with multiple locations. To discuss adding more locations to your package, contact [email protected].
6. Select Save and Continue.
7. Select Sign in with Google and follow the steps as prompted to authorize.
You can now send Microsoft Outlook emails directly through your CoreBridge system.