InsuredMine CRM | Optimize and Grow Your Insurance Agency

Microsoft Native Auth Email Connect

Connect with your Email account with Microsoft Native Auth Email Connect, made to effortlessly integrate your email accounts using Microsoft 365 Native Authentication. Whether you’re managing personal emails or corporate communications, this feature ensures a simplified secure connection process:

Use Case: Simplified and secure integration of Microsoft 365 email accounts for access to work emails and calendars within InsuredMine.

To View the Enhancement:

  • Navigate to the Settings module.
  • Within Integrations, connect your Email Account.
  • While choosing your account, Select Microsoft 365 Native Authentication and provide your Email Address.
  • Then, click on Connect.
  • Next, pick an account that you got the creds from microsoft to sign in.
  • After sign in you will be re-directed to the InsuredMine mission onboarding page (complete your profile).
  • Next, on your work email page, you will see that Office 365 has been successfully added.
  • Next, click Save & Continue.
  • Within Integrations you can check that your microsoft account will show as connected.

Note: After a successful connection, you can conveniently access your work email and calendar directly from InsuredMine.

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