In this article we will explain how you quickly and easily can establish a synchronization between your Office365 inbox and Carerix to make sure your email can be received in Carerix properly.
Settings in your Office365 account
Before you start with the steps to enable the synchronization in Carerix please make sure your user account has the right permissions in Office365. In general users individually or groups need to have permission to share their Office365 email with Carerix. There is a multitude of settings on the Office365 side that can affect the proper functioning of email synchronization. Carerix cannot provide support on your Office365 account settings. If you experience any issue please refer to your Office365 system administrator.
Establish the synchronization
Via your name in the upper right corner of your Carerix screen, go to the user menu and click on My account.
In the My account screen scroll down and look for the Email settings panel
On top of this panel you find a dropdown menu that lists available mail clients to connect to. To setup a synchronization with your Office365 mail, select 'Office 365'.
Now you have selected Office365 as the mail service you wish to connect to, click the 'Start Mail synchronization' button.
A new browser tab will open and you can pick the Microsoft Office365 account you wish to be synchronized with Carerix. Click on the desired account or on use another account if you wish to use a different account:
In the next screen Microsoft will ask you to login to your Office365 account. Please do so.
After logging in to your Microsoft account All required email settings will automatically and correctly be registered in Carerix. All email settings fields have become read only and you email synchronization is almost ready to go.
To finish the setup of your mail synchronization between Office365 and Carerix you need to map the respective folders in Carerix and Office365. This way you make sure that mail from your inbox in Office365 will end up in the inbox in Carerix as well as archived or deleted mail f.e.. To do this, click on the button Edit folders.
To stop your mail synchronization simply click on the 'Stop Mail synchronization' button on top of the panel. Clicking the button will remove all email settings and make all email settings fields editable again.
No 'Start Mail synchronization' button is shown in My Account:
Please contact our Customer Success Team to activate this for your application.
I cannot select Office 365 as a mail service provider to setup a synchronization with.
If the dropdown only shows Google as an option, please contact your Carerix system administrator to add Microsoft as option from the system settings for IMAP oAuth2
Error message when clicking on Edit folders:
If you get one of the following error messages it means that something is not right in your email settings:
Please repeat the setup steps. If the problem persists please contact our Customer Success Team.
Keywords: UD-3189, oAuth