You can connect your Microsoft 365 email account from the Email Accounts tab in just a few steps. Follow the instructions below to select Microsoft as your provider, complete the sign-in process, and configure the necessary admin permissions to enable access.

In this documentation, we’ll walk you through the steps to:

Let’s get started 🚀

Step 1: Log in to your account and click on the Accounts icon from the left-hand sidebar.

Step 2: By default, you will be navigated to the Email Accounts tab. Here, you can view all connected email accounts.

Step 3: Click on the + Add New button located at the top right corner to connect your Microsoft account.

A modal window titled "Connect Your Account" will appear, where you can select Microsoft as the email service provider.

Step 4: You'll be redirected to the Microsoft sign-in page. Choose the Microsoft account you want to connect to.

A new window indicates that admin approval is required to proceed. Follow the instructions outlined in the section below.

You’ll need to configure permissions in Microsoft Entra to allow user consent and enable access. Follow the steps below to complete the required admin setup.

Step 1: Log in to the Microsoft Entra Admin Center using your admin credentials.

From the left-side menu, navigate to Enterprise apps > Consent and permissions.

Step 2: Under Consent and permissions, go to the User consent settings tab. Select the radio button Allow user consent for apps, then click Save to apply the changes.

Step 3: Go to the Admin consent settings tab. Toggle the Yes button under Admin consent requests to enable admin approval for app access requests.

Add the specific user who needs access to the Microsoft 365 account integration.

Step 1: Click on Add user, then search for and select the user you want to assign.

Once selected, click Save to apply the changes.

Step 2: Go to All applications from the left-hand menu. Use the search bar to find your application (b2brocket), then click on it to open the application settings.

Assign the added user to the specific application (e.g., b2brocket) so they can use it.

Step 1: Once your application (b2brocket) opens, click on Assign users and groups to manage access.

Step 2: Click on Add user/group to begin assigning users to your (b2brocket) application.

Step 3: In the Users pane, search for the required user and click on the user. Then, click the Select button to confirm the selection, and click Assign to complete the assignment.

Once the user is assigned, a confirmation message will appear: "Application assignment succeeded", confirming that the user has been successfully added to the application (b2brocket).

Once permissions are configured, complete the sign-in process by verifying your identity and granting access to your Microsoft 365 account.

Step 1: Go back to your b2brocket Account and select the Microsoft account that you granted permission to access.

Step 2: Open the Microsoft Authenticator app and enter the number shown to approve the sign-in request.

Step 3: Review the requested permissions, then click Accept to grant access and complete the connection with your Microsoft account.

Your Microsoft 365 account is now successfully connected and ready to use within the platform.