Omnichannel Email Configuration
The procedures below describe how to configure 'Omnichannel' email settings. This configuration enables sending and receiving emails through the omnichannel email interaction.
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To configure Omnichannel email settings: |
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1.
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Open the System Settings page (Configuration > System Settings); the following appears: |
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2.
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From the ‘Server Type’ drop-down list, select Azure; the following appears: |
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3.
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From the 'Connect Method’ drop-down list, choose one of the following: |
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i.
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In the ‘Azure Tenant ID’ field, type the Azure Tenant ID from which to receive the emails. |
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ii.
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In the ‘From Address’ field, type the address from where emails will be sent. |
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Self-Hosted App (Delegated):
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i.
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In the ‘Azure Tenant ID’ field, type the Azure Tenant ID from which to receive the emails. |
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ii.
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In the ‘App ID’, type the App ID. |
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iii.
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In the ‘Username’ field, type the name of the user that is defined on the Azure tenant with permissions to access the emails. |
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iv.
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In the ‘Password’ field, type the user’s password. |
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v.
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In the ‘From Address’ field, type the address from where emails will be sent. |
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Self-Hosted App (Application):
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i.
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In the ‘Azure Tenant ID’ field, type the Azure Tenant ID from which to receive the emails. |
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ii.
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In the ‘App ID’, type the App ID. |
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iii.
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In the ‘Secret Key’, type the application secret key. |
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iv.
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In the ‘From Address’, type the address from where emails will be sent. |
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4.
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From the ‘Server Type’ drop-down list, select SMTP & IMAP; the following appears: |
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5.
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In the 'Server Address' field, type the URL of the email server. It can include an FQDN or IP address. |
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6.
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Select the 'TLS' check box if the email server uses TLS. |
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7.
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In the 'Port' field, type the port ('25' or '587') that is used for the email server. |
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8.
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In the 'Username' field, type the username for the email address you’re using. |
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9.
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In the 'Password' field, type the password for the email address you’re using. |
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10.
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In the 'From Address' field, type the address from where the email will be sent. |
To complete the integration with your email channel, make sure that you configure the PowerShell commands described in Adding Email Interactions, on the customer’s Azure Tenant to enable email interaction with a specific email mailbox.