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To use WiseStamp on Outlook 365 domains you need make a connection between your Exchange server and the WiseStamp server. The integration process enables you to import your employee data and deploy the signatures generated for them by WiseStamp. This article reviews the Outlook 365 integration process for WiseStamp for Team users. Even though you can use WiseStamp with Outlook 365 without integrating between the two systems (using the copy/paste deployment method), integrating is the most recommended method to manage your users on WiseStamp and optimize your use of the WiseStamp solution.
!important!Only the domain's Global Admin can enable the integration. If you are not the Global Admin you will be asked to send an invitation email with the integration instructions to the Global Admin. The Global Admin needs to be connected to their Outlook account on a separate tab before integrating and needs to be signed out from any other Outlook account they might have on the same browser.!/important!
Why integrate with Outlook Azure directory?
Outlook domains are automatically identified by WiseStamp and offered the option to integrate as part of the onboarding process and afterward through the integrations screen. Once integrated, you can import your employees to WiseStamp, synchronize between the WiseStamp employee information and your employee information as it appears in the Directory, automatically add new employees or delete employees who are no longer part of your organization, and eventually deploy your employee signatures into their emails.
!note! Since the Outlook 365 integration mechanism does not allow automatic signature push, once integration is complete, you can automatically populate your employee signatures into Outlook by installing the WiseStamp Outlook Add-In or the WiseStamp App for Outlook Desktop. !/note!
Import employees using the Sync method
When the Sync feature is enabled, information from the directory (such as department, title, phone number, etc.) is synchronized to the relevant fields in WiseStamp. You can choose which fields are synchronized from your directory to WiseStamp, and which fields override existing employee information. To set and control the synchronizing settings, see Syncing Options and Settings.
How to integrate Outlook 365
- In the Employees section, click Connect to Outlook 365.
- If you are the Domain's Global Admin click Yes, I am in the popup.
- Click Integrate Domain.
- Sign in to your O365 account.
- In the Permissions requested window (see below), review the permissions requested and click Accept.
- After your integration is successful, a confirmation that your domain is now integrated with WiseStamp appears.
- You should now see all of the employees that are listed in your Azure Active Directory in the WiseStamp dashboard. (If the employees board is empty, click on the Sync button to to refresh the integration.)
!note!If the administrator email on WiseStamp and the domain you are trying to connect are not the same domain (for example, the administrator email is email@example.com and the domain you are trying to connect is domain2.com), you will be asked to send an invitation email with the integration instructions to the Domain's Super Admin.!/note!
The Outlook Permission request window should look like this: