Introduction to Microsoft 365 Email Integration

What is the Microsoft 365 Email Integration?

 

The Microsoft 365 Email Integration allows you to automatically synchronize your emails with Borealis. Instead of manually uploading emails through the add-in, your communications can now flow directly into the system.

Key Benefits

  • Save time by reducing manual work.

  • Ensure all communications are tracked in Borealis.

  • Improve reporting quality by having more complete data.

  • Gain better insights with categorization and tagging.

This feature is available through secure Microsoft OAuth authentication and can be enabled at the user level and managed centrally by administrators.

Superusers have access to some admin settings to streamline the process for all users.

From there, each user can set up their integration so that emails start getting sent to Borealis automatically.

 

Microsoft 365 Email Integration Features

  • You can seamlessly integrate your Microsoft 365 email account to enhance communication tracking and streamline collaboration.
  • You can configure Allow and Block lists to control which emails are captured, improving signal-to-noise ratio in your workspace.
  • A simple process allows you to synchronize past emails, ensuring that all relevant conversations are accessible in one place.
  • Folder subscription management gives you control over which email folders are synced, enabling a tailored integration that fits to your personal organization and workflow.
  • Admins benefit from dedicated admin settings to govern access, permissions, and policy enforcement across the organization.
  • A comprehensive Troubleshooting & FAQs section is available to help you quickly resolve issues and make the most of the integration.
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