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 which location(s) you would like the Email Domain to be available to.
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 the Email Domain is used by, select Specific Location(s) and select which locations you would like the Email Domain to be available to.
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.
1. Select the Green Plus.
Select which Email Type you would like this Email From Address to be.
a. Personal (shown left) - Selecting Personal will only allow the Email From Address to be used by one employee that can be selected below Permissions.
b. Shared (shown right) - Selecting Shared will allow the Email From Address to be used by multiple users that can be narrowed down by Employee, Role, and Location.
Note: Employees in these Roles and These Employees can't be selected at the same time.
2. Enter the beginning of the Microsoft Outlook email address.
Example: For the email address emilyw@outlook.com only emilyw would be entered into the Email Username field.
3. Select the Email Domain created using Microsoft Outlook as the Email Provider.
4. Select Save and Continue.
5. Select Sign In & Authorize and follow the steps as prompted to authorize.
You can now send Microsoft Outlook emails directly through your CoreBridge system.