Email configuration for Microsoft Graph API

Email configuration for Microsoft Graph API

Users can integrate their mailbox with Zoho CRM securely to bring email conversations into the context of customer records. Users of Outlook/ Office 365 email accounts can use our dedicated Graph API integration to get a modern, secure, and future-proof email experience.

Microsoft Graph API makes it easy to access data securely from across Microsoft’s cloud ecosystem. Using this option sets you up to access even smarter, faster, and more connected experiences in the future. Learn more about Graph API
Note: In addition to Graph API, Outlook/ Office 365 users can use the IMAP and POP options to integrate their email accounts. To learn more, see Email configuration for IMAP and POP3.

This document will explain how to integrate your inbox using Graph API.

Connect your email inbox using Graph API

  1. Navigate to Setup  > Channels > Email.
  2. Select the Email Configuration tab, then select the Email tab. Click Get Started.
  3. Click Office 365 or Outlook.
  4. Select Graph API Integration in the dropdown.

  5. Click Configure.
  6. In the popup that appears:
    1. Log in to your Microsoft 365/ Outlook account. If you are already logged in, you can ignore this step.
    2. In the Let this app access your info? confirmation page, click Accept.

  7. In the popup that appears, you can click Choose a file to import your email filters. You'll need to upload a .xml or a .dat file and click Import.
    Otherwise, you can click Skip.
    Your inbox is now integrated. The syncing of emails will be completed soon.

  8. In Email Sharing Settings, select the sharing permission from the drop-down list.
    You can choose between Private, Public, and Custom record level sharing options.

    If you choose Public, you will have the option to add excluded domains. This ensures that only emails with leads or contacts are shared across your organization. Emails to and from the domains here will not be visible to others.
     
    Note: The ability to edit this setting is not available to everyone. It will be editable if the admin grants the User Choice permission to a user on the Admin Email Sharing page. Without this permission, users will not be able to make changes. Learn more about setting up email sharing permissions
  9. In the More From Address section, the various email aliases will be displayed. Email aliases are alternative email addresses added to the user's primary email address. Mails addressed to the email alias are automatically sent to the user's primary email account's inbox. Please note that these aliases should be added to your mailbox as well.
  10. Click Add Email Address to enter more From addresses.
All the actions that are available to users via IMAP and POP will be available to users who've integrated via Graph API. 

Deactivate your email inbox using Graph API

  1. Navigate to Setup  > Channels > Email.
  2. Select the Email Configuration tab, then select the Email tab.
  3. Click Deactivate.

  4. Read the content in the popup that appears. This will list the consequences of deactivating the integration. You'll also have the option of saving your folders, labels, and tasks, so that they can be synced if you're planning to reconfigure your account. Click Yes, Deactivate now.
Once the deactivation is completed, you will see the following screen.


See also
  1. To get an overview of the different email options available in Zoho CRM, see Your Guide to Zoho CRM Email Tools.
  2. To learn more about the different actions users can do when it comes to emails in Zoho CRM, check the documents in this folder: User Functions.
  3. To learn more about the different configurations admins can do when it comes to emails in Zoho CRM, check the documents in this folder: Admin Functions.