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Integrate Outlook with Yoroflow

Now users can connect to Microsoft Outlook using their organization’s unique client ID and secret key. 

  • To integrate your Microsoft Outlook, Log in to Yoroflow. 
  • Go to the Administration menu. 
  • Select the Manage Organization tab. 
  • Click on Integrated Apps. 
  • Locate Microsoft in the list and click the option in the top right corner of the Microsoft tab. 
  • Enter your Client ID and Secret Key in your Microsoft Outlook. 
  • To retrieve your Client ID, and Secret Key: 
  • Log in to your Microsoft account. 
  • Click on New registration. 
  • Provide a Name for the registration. 
  • Select the appropriate Account types. 
  • Choose a Platform and enter the Yoroflow URL. 
  • Click Register. 
  • On the next page, you will find your Client ID. 
  • Next, to obtain a secret key, click on “Add a certificate or secret” under the Client credentials section. 
  • Select “New client secret” under Client secrets. 
  • In the new window, provide a Description and choose an Expires duration for the secret. 
  • Click Add to generate your Secret Key. 
  • Copy the Secret Key value and paste it into the Yoroflow configuration. 
  • Enter the required credentials and click Test and Save. 
  • Click on Test connect and Save to store the configuration for future use. 
  • You can edit or delete the configuration as needed. 
  • Selecting Delete config will trigger a pop-up alert, indicating that all email settings and support boards associated with this configuration will be removed. Confirm your choice by clicking Yes or No. 
  • To establish email settings using this configuration, navigate to “Organization Email” in the left menu.  
  • Then, click the Add new button. 
  • If the Client ID is not yet configured, enter the Setting Name and click Sign in with Microsoft. 
  • A pop-up alert will prompt you to configure. Click the Configure button to proceed. 
  • You can also edit or delete the email settings at any time. 
  • To establish connection between the Microsoft Outlook and Yoroflow, go to My Settings. 
  • Click My Apps. 
  • Locate Outlook in the list and click the option in the top right corner of the Outlook tab. 
  • Click Add new mail. 
  • Now your connection between Outlook and Yoroflow will be established using your login credentials. 
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