Microsoft 365 integration is used for sending and receiving email. This is performed via a Microsoft App registration that is created in your Azure tenant (by you), and HelpMaster will use this app account to send email. Your Azure administrator will need to create this “app registration/account” and give it permission to send email on behalf of users in your Azure tenant. Once this has been created and configured, you will need to copy the app configuration details from your Azure tenant and copy them into the HelpMaster System Administration > API Integrations > Microsoft 365 tab so that HelpMaster can use it.
Step 1 - Create and configure your Microsoft 365 “HelpMaster App”
- Log in to your Microsoft Azure Portal at https://portal.azure.com with an administrator account
- Navigate to Azure Active Directory > App Registrations
- Click New registration
- Enter a name. eg. HelpMaster
- Select “Accounts in this organizational directory only (Your org - Single tenant)”
- Click Register to create the app registration
Once the app has been created, you need to configure what Graph API permissions it will have access to. HelpMaster requires it to have access to read the user account and to be able to send and receive email.
- Click View API Permissions (if you’re still on the initial screen, or API Permissions from the left-side menu)
- Click Add a permission
- From the “Request API permissions” panel, click the top panel “Microsoft Graph”
- Click Application permissions
- From the “Select permissions” list, scroll down to the “Mail” section and expand it
- Check Mail.Read and Mail.Send
- Scroll down to the “User” section and select User.Read.All
- Click Add permissions
Once the API permissions have been granted to the HelpMaster app, you need to grant consent to use the app within your Azure tenant.
- Click Grant admin consent for [Your Organization] link and click Yes to the confirmation prompt
Finally, in order to be able to use the app within HelpMaster, you need to configure a “Client Secret” for the app.
- Click Certificates & secrets from the left-side menu
- Click New client secret
- A dialog box will appear prompting for a name for the secret. This is a descriptive label only - it isn’t the secret. Enter the descriptive name and set the expiry to your preference. Note that if a secret expires, any code/apps/APIs using this app (Including HelpMaster) will stop working, and you’ll need to create a new secret and re-enter this value into the configuration within HelpMaster. Click Add
- Copy the secret from the “Value” column - click on the copy icon, or select and copy manually. You may wish to save the secret somewhere safe, or just keep it on the clipboard to paste into HelpMaster.
Configuration NoticeThis is the only opportunity you will have to copy this secret, so ensure that you do it at this step. If you navigate away from this tab/page/panel, you will lose the opportunity to copy the secret and you’ll have to create a new secret
Your Microsoft 365 HelpMaster app is now ready to be used by HelpMaster. The final step is to copy the configuration settings from your Azure portal into HelpMaster.
Step 2 - Configure the Microsoft 365 settings in HelpMaster
Working in the HelpMaster Desktop application, navigate to Administration menu > System Administration toolbar button > API Integrations > Microsoft 365
- Copy the Application (client) ID, Directory (tenant) ID and Client secret from Azure to HelpMaster in the corresponding text boxes
- Click Test Settings to ensure that authentication and configuration is correct
- If you get a “Microsoft 365 Authentication was successful” message box, click Apply to save your configuration
Once this step has been completed successfully, create or edit a HelpMaster email account that uses this Microsoft 365 connection. See Global Email Accounts
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