Skip to main content

Microsoft Exchange Connector

Guide to connecting Microsoft Exchange

Updated over a year ago

Welcome to the Microsoft Exchange Connector setup guide! This document serves as a comprehensive guide for configuring Microsoft Exchange to integrate seamlessly with Savant using the methods mentioned below.


Features

  • Read access to manage emails, folders, and shared mailboxes.

  • Write access to send emails as a user or on behalf of someone.

  • Retrieve specific messages or folders via Graph API.


Requirements

To establish a connection between Savant and Microsoft Exchange, the following prerequisites must be met:

  • Access to a valid Microsoft Outlook account.

  • Permissions for the following Microsoft Graph API scopes:

    • Mail.ReadWrite

    • Mail.ReadWrite.Shared

    • Mail.Send

    • Mail.Send.Shared

  • Basic understanding of OAuth authentication.

  • Familiarity with the Microsoft Graph API.


Connection Methods

Savant supports secure access to Microsoft Exchange using:

  • OAuth Authentication

Step 1: Register an App in Microsoft Exchange

  1. Navigate to the Azure portal: Microsoft Azure Portal.

  2. Click New Registration.

  3. Provide the following details:

  4. Note down the Client ID and Tenant ID.

  5. Go to Certificates & Secrets and generate a new client secret. Save it securely.

Step 2: Set Permissions for the App

  1. Navigate to API Permissions in the app settings.

  2. Add the following permissions:

    • Microsoft Graph > Delegated Permissions:

      • Mail.ReadWrite

      • Mail.ReadWrite.Shared

      • Mail.Send

      • Mail.Send.Shared

  3. Grant admin consent for these permissions, if required.

Step 3: Authenticate in Savant

  1. Go to Systems in Savant and click Add System.

  2. Select the Microsoft Exchange Connector and click Next.

  3. Enter the following details:

    • Client ID

    • Client Secret

    • Tenant ID

  4. Click Authenticate and follow the prompts to complete the authorization.


Supported Data Model

Tables

  • CalendarGroups

  • Calendars

  • Contacts

  • Events

  • ExtendedProperties

  • Groups

  • MailFolders

  • Messages

  • Users

Views

  • CalendarView

  • EventAttachments

  • EventInstances

  • MessageAttachments


Supported Schema, Objects, and Fields

Schema

Object

Fields (Data Type)

Archive

Emails

See Notes Below

Drafts

Emails

See Notes Below

Inbox

Emails

See Notes Below

Field Examples:

  • @odata.etag (Text)

  • Id (Text)

  • Created Date Time (DateTime)

  • Last Modified Date Time (DateTime)

  • Subject (Text)

  • Body Preview (Text)

  • From (JSON)

  • To Recipients (JSON)

Troubleshooting

Don’t see what you’re looking for? Contact us in the Community or reach out in Chat Support

Additional Resources

Did this answer your question?