Overview
Module Details | |
| Core or GitHub Module | Core |
| Restart Required | No |
| Step Location | Integration > Microsoft365 > Exchange |
| Prerequisites |
|
The Microsoft Exchange 365 Module provides Flow steps that connect the Decisions platform with Microsoft Exchange Online, providing robust communication and collaboration capabilities.
The Module delivers comprehensive integration across email, calendar, and contact services.
Note for Third-Party Systems and Subscriptions
Customers are responsible for securing and maintaining accounts with third-party systems and subscriptions.
Configuration/Properties
Installation
- To set up the Module in Decisions, navigate to Settings > Administration > Features, locate Microsoft Exchange 365, and select Install.
- Users must also install Microsoft 365 Common as it is a dependent module.
Creating a Dependency:
- After installing the module, navigate to the project that will utilize this Module.
- Then, within the Project, navigate to Manage > Configuration > Dependencies.
- Select Manage, navigate to Modules, and select Decisions.Microsoft365.Exchange.
- Select Confirm to save the change.
For more information on installing Modules, please visit Installing Modules in Decisions.
For more information about creating a project dependency for a Module, please visit Adding Modules as a Project Dependency
Available Steps
The table below lists all the steps in the Module.
| Step Name | Description |
|---|---|
| Create Calendar Event | This step creates a calendar event for a connected Microsoft365 Exchange account. |
| Delete Calendar Event | This step deletes a calendar event for a connected Microsoft365 Exchange account. |
| List Calendar Events | This step retrieves a list of calendar events for a connected Microsoft365 Exchange account. |
| List Calendars | This step retrieves a list of calendars for a connected Microsoft365 Exchange account. |
| Update Calendar Event | This step updates an existing calendar event for a connected Microsoft365 Exchange account. |
| Create Contact | This step creates a contact for a connected Microsoft365 Exchange account. |
| Delete Contact | This step deletes an existing contact for a connected Microsoft365 Exchange account. |
| Get Contact | This step retrieves an existing contact for a connected Microsoft365 Exchange account. |
| List Contacts | This step retrieves an existing contact for a connected Microsoft365 Exchange account. |
| Search Contacts | This step searches through the list of existing contacts for a connected Microsoft365 Exchange account. |
| Search Global Contacts | This step searches through the list of people associated with a connected Microsoft365 Exchange account. |
| Add Categories to Email | This step takes a list of specified categories and transfers them to a Microsoft365 Exchange email account. |
| Forward Email | This step forwards a specified email from Microsoft365 Exchange email account. |
| Get Email | This step retrieves an email from a Microsoft365 Exchange email account. |
| List Emails | This step retrieves a list of emails from a Microsoft365 Exchange email account. |
| List Unread Emails | This step retrieves a list of unread emails from a Microsoft365 Exchange email account. |
| Mark Email As Read | This step marks a specified email as read from a Microsoft365 Exchange email account. |
| Search Emails | This step searches through a list of emails from Microsoft365 Exchange email account. |
| Send Email | This step sends an email from a Microsoft365 Exchange email account. |
| Send Reply | This step replies to an email from a Microsoft365 Exchange email account. |
| Send Reply To All | This step sends a reply with all associated emails attached from a Microsoft365 Exchange email account. |
| Add Members | This step adds members to a specified group from a connected Microsoft365 Exchange account. |
| Create Group | This step creates a group for a connected Microsoft365 Exchange account. |
| Delete Group | This step deletes an existing group from a connected Microsoft365 account. |
| Get Group | This step retrieves an existing group from a connected Microsoft365 account. |
| List Groups | This step retrieves a list of existing groups from a connected Microsoft365 account. |
| List Member of | This step associates an existing member from a connected Microsoft365 to a specified group. |
| List Members | This step associates a list of existing members from a connected Microsoft365 to a specified group. |
| Remove Member | This step removes an existing member from a connected Microsoft365 to a specified group. |
| Update Group | This step updates an existing group from a connected Microsoft365 to a specified group. |