Enquire Office 365 Integration

Step by step instructions for the setup and integrations of Office 365 to the Enquire CRM.

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Instructions

IMPORTANT: Enquire uses an OAuth 2.0 user consent flow.

IMPORTANT: If you are not an admin in your Azure Active Directory please follow the instructions in the user instructions.

  1. Login to your Azure Portal (https://portal.azure.com) and search for “App Registrations”: mceclip0.png
  2. Click “New registration”: mceclip1.png
  3. Give app your preferred name and under “Redirect URI” choose “Web” in the dropdown and add the redirect URL: account.enquiresolutions.com/integrate/authorize, and then click “Register”: mceclip2.png
  4. Click “Authentication” in the left-hand menu and then select “ID tokens”: mceclip3.png
  5. In the left-hand menu, choose “Certificates & Secrets” and then click “New Client Secret”: mceclip4.png
  6. Give it a description and time length and then a new client secret will be created. IMPORTANT: save the client secret and store it somewhere as you will no longer be able to access it after  leaving the page.mceclip5.png
  7. Next, choose “API permissions” in the left-hand menu and then click “Add a Permission”: mceclip6.png
  8. Select the tab “Microsoft APIs” in the right-hand pane and then choose “Microsoft Graph”: mceclip7.png
  9. Select “Delegated permissions” and then search for the following scopes and select their checkbox: Read, Mail.ReadWrite, Mail.Send, offline_access, profile, openid, Calendars.ReadWrite.
  10. Click “Add Permission” and you should see the following screen: You must be 'Privileged Role Administrator' to complete this step 10mceclip8.png
    • Please grant Admin Consent to the above permissions
  11. Lastly, choose “Overview” in the left-hand menu to view your Application (Client ID) and Directory ID (Tenant) and record them. These 2 values along with the client secret in step 6 will be the values you will need to send to the Integrations Team at Enquire. mceclip9.png
  12. Once you have ensured all these steps are setup correctly, please send Client ID, Tenant ID, and Client Secret Value  in an encrypted email to the Integrations Team at integrations@enquiresolutions.com.
    • IMPORTANT: The Client Secret Value is NOT the Client Secret ID.

 

If you experience any issues, please go here to submit a ticket for assistance.

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