Work even more efficiently by using the mailbox functionality in Tribe CRM. With this, you automatically archive mails from a general mailbox (such as sales@... or helpdesk@...) to the right relation and possibly to a new or existing activity. Do you work with Office365? Then share this article with your system administrator. It contains all the steps needed to process incoming emails directly in Tribe.
Settings in Office 365
Settings in Tribe
1 Settings in Office 365
Follow the steps below for the right settings:
Go to the Microsoft Entra admin centre.
Under Applications, click App registrations and then + New registration.
Now give the application a clear name so that you can always recognise later what it is for. Select the Accounts in this organisational directory only option and click Register.
After registering, the screen below appears. Now copy the Application (client) ID and Directory (tenant) ID and save them somewhere temporarily (e.g. in a txt file). This is because these data must be entered in Tribe CRM.
Next, we also need a so-called client secret. You can create this by clicking on Add a certificate or secret (see screenshot in previous step) and then on + New client secret.
Then give the secret a name, choose the desired shelf life and click on Add.
Now copy the value under Value and place it in the txt file created earlier.
To ensure that TribeCRM has the correct permissions to read the mailbox, the correct API permissions still need to be set. To do this, go to API permissions and click +Add a permission.
Now select Microsoft Graph and then Application permissions. Under Select permissions, tap readwrite and select Mail.ReadWrite and click Add permissions.
As a final step, admin consent must now be given. For this, click Grand admin consent for... and then click Yes.
The above permissions grant rights to all mailboxes within the Tenant. However, it is possible to further restrict this to one specific mailbox. This can be done by creating a so-called ApplicationAccessPolicy. See the link below from Microsoft for an explanation: https://learn.microsoft.com/en-us/graph/auth-limit-mailbox-access
2 Settings in Tribe
Now that all the steps Microsoft Entra (Azure) have been done, the mailbox can be set up in Tribe CRM.
To do this, go to Configuration / Emails & Campaigns / Mailboxes and click on +Mailbox.
Give the mailbox a name click on Save and open.
Under Mailbox type, now select the Microsoft mailbox option and enter the data previously collected from Microsoft. Under e-mail address, enter the username of the mailbox to be read. Set the mailbox to active and click Save.
When everything is configured correctly, all mails that have been read by TribeCRM will be visible under Unlinked and/or Linked.
(After a mail is read, it is moved to the deleted items folder in the mailbox.)