Microsoft Office365 Integration Guide

Microsoft Office365 - SmartOffice Integration Guide

Follow the steps below to setup the SmartOffice integration to your Microsoft Office365 instance.

Step 1: Obtain Microsoft Azure subscription.

To use Microsoft Office365 integration with SmartOffice, it is required to have Microsoft Azure subscription. If you do not have this, get it with help of your Microsoft Office 365 administrator.

Step 2: Obtain your Microsoft Office 365 user login details

User login to Microsoft Office 365 / Azure requires username and password. Smartoffice will require the same credentials to connect your voice platforms to Microsoft Office 365 in Step 6. Get your Microsoft Office 365 username and password from the administrator of your account of Microsoft Office 365.

Step 3: Configure Microsoft Azure Portal by creating new App Registration for SmartOffice

1. Launch Microsoft Azure portal by navigating to https://portal.azure.com/#home .If you are not logged in, you will be prompted to login by providing Azure / Office 365 credentials.

1. Once you are logged in, find Azure services and click on App registrations section as shown below.

1. Once you are on App Registrations screen, click on “New registration” as shown below

2. Fill the details as shown in screenshot.

Redirect URI is shown as optional in the screen, however to make this work with Smartoffice, we need to provide correct url.

Enter https://portal.voiceworx.ai/OAuthCode/Redirect as the redirect URI. Make sure web is selected in the dropdown.

Click on Register button.

1. At this stage, Azure Application is created and you will be redirected to the Azure Application Overview page.

Copy Application (client) ID – we will need this later in Smart Office configuration Copy Directory (tenant) ID - we will need this later in Smart Office configuration

1. Now from left menu, click on Certificates & secrets, it will open Certificates & secrets page, on this page, click on + “New client secret” button.

1. You will get a small pop-up to enter description, provide description of your choice. Make sure to choose “Never” and then click on “Add” button

1. Now you should see Client secrets listed on page. Copy this secret at safe place. This secret is displayed only once so make sure you do not lose it.

If you miss it, you will have to create a new secret.

1. Now it’s time to set permissions for this Azure Application. Go to the left menu and click on “API permissions”

Then click on “+ Add a permission”

You can see that by default User.Read permission is listed. – we need to add more permissions.

1. You should see below “Request API permissions” screen, make sure “Microsoft APIs” is selected and scroll down and find “SharePoint” and click on it.

1. Now you will get permission selection screen. Select “delegated permissions” as types of the permissions and then “AllSite.Manage” permission and click on Add Permissions button.

2. Now configured permissions should look like this

At this stage, you are done with configuration at Microsoft Azure/office 365 portal.

Step 4: Configure SmartOffice Connection to Microsoft Office 365

1. You will need three things from Azure Portal described in previous step

   1. ClientId (explained in step 3 .e)

   2. Tenant Id (explained in step 3 .e)

   3. Client Secret (explained in step 3 .h)

2. Office365 integration with VoiceWorx is to be done at Admin level. Login to VoiceWorx with Organization Admin access at https://portal.voiceworx.ai.

3. On the Administration menu, select Connection Admin. On the resulting page, to set up for Office 365, click on Admin Settings.

1. Fill the following credential details from Step a and click on Save.

1. After the connection info is saved, now the employees within that organization can also use the same integration for connection with MicrosoftOffice365.

2. Click on Go to Connect System. You will be redirected to the Connect System page. Click on Add New Connection. Other employees can access the Connect System menu from Integration menu.

1. Click on Add New Connection and fill out following details. Select the System Type depending upon the MicrosoftOffice365 service you are trying to connect. For example, if you are trying to connect to Sharepoint, select Microsoft Office365 Sharepoint.

1. Read the instructions and Click on Connect to Office365.

1. You will be redirected to the Microsoft login screen. Enter your Microsoft Office 365 login credentials.

1. Microsoft Office 365 will confirm your acceptance to allow SmartOffice connect to your Microsoft Office 365 Platform. Click “Allow”.

2. You will be redirected to the SmartOffice integration confirmation page

3. You have successfully configured SmartOffice integration to Microsoft Office 365. You can now proceed to test some of the ITSM Commands.