Microsoft 365 Integration
Productivity
Seamlessly integrate CaseDocker with Microsoft 365 for document collaboration, email management, and calendar synchronization.
What It Does
The Microsoft 365 integration enables CaseDocker to work seamlessly with Outlook, SharePoint, Teams, and OneDrive. Users can access CaseDocker documents from SharePoint, sync calendars, manage emails directly from cases, and collaborate on documents within Microsoft Teams.
Setup Steps
- Provide Azure AD App Credentials
Share tenant ID and Azure app client ID/secret or grant admin consent. The CaseDocker team will configure the connection.
- Grant Permissions
Grant required API permissions for Microsoft Graph API including Files.ReadWrite, Mail.ReadWrite, and Calendar.ReadWrite.
- Configure Authentication
Set up OAuth 2.0 authentication in CaseDocker admin panel using Azure AD app credentials.
- Enable Integrations
Enable specific integrations (SharePoint, Outlook, Teams, OneDrive) based on your organizational needs.
- Test Connectivity
Test document sync, email integration, and calendar sync to verify the integration is working correctly.
Required Permissions
- Read/Write access to SharePoint document libraries
- Read/Write access to Outlook mailboxes (with user consent)
- Read/Write access to Microsoft Teams channels
- Calendar sync permissions for OneDrive files