Microsoft 365 and Outlook Quick Start

Microsoft 365 is a productivity suite developed by Microsoft that includes Outlook, its email service. Connect the Microsoft 365 and Outlook Channel on respond.io to handle customer email conversations in the platform.

Before you begin

You'll need:

• A respond.io account — A respond.io account is required to access the sign-up flow.

• A Microsoft 365 or Outlook account — Required to connect the Channel.

Connecting Microsoft 365 and Outlook

1. Navigate to Workspace settings > Channels > click Add Channel.

2. Locate the Microsoft 365 and Outlook Channel card in the Channel catalog > click Connect.
   

   

3. Click Connect again.

4. Sign in to your Microsoft 365 or Outlook account.

5. Click Accept.

Configuring the Channel

To configure the Channel:

1. Navigate to Workspace settings > Channels.

2. Locate the Microsoft 365 and Outlook Channel card > Click Manage > Configuration.
   

   • You can configure the following:

     • Channel Name: The internal name used to identify this account.

     • Sender Name: The name your Contacts see as the email sender in their inbox. By default, this includes the assigned agent's name (using variables) and your company name.

     • Workflow Sender Name: The sender name shown to Contacts when the email is sent through a Workflow. By default, this is set to your company name.

       • Signature: Automatically added to all outgoing emails. You can write a custom signature or hide it by unchecking the checkbox.

         The default format is:

         Regards

         [Agent's first and last name]

         [Company name]

     • Hide respond.io branding in reply: Option to hide respond.io branding in replies to your Contacts. Available on paid plans.

     • Default copied email address: Option for emails added here to be automatically copied in every outgoing email.

     • HTML Background: Enables or disables the HTML background in outgoing emails.

3. Click Done to update the Channel configuration‌.